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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i,
Post if you like.
As per Kim's question today on drawdown of RRSP and other retirement holdings, there are a few things I have found helpful. Rita Silvan's article in MoneySaver Sept/24 "Boomer Candy" had some great points. Daryl Diamond's book Your Retirement Income Blueprint is worth the read. Finally a fiduciary planner/ tax plan.
Good luck.
Jeremy
Read Answer Asked by Jeremy on September 19, 2024
Q: HI Team,
I was wanting your updated take on TTD. I have held it for a long time in my tfsa and am up nicely on it. Currently it's touched near it's 2021 high. Is it still among your favorite growth companies and worthy of continuing holding in a tfsa for the next 5 years? Do you see big growth from the company continuing going forward? IF not; please suggest a couple names in which you would confidently see as outperforming TTD over the next few years in which I would replace it with.

Thanks,
Shane.
Read Answer Asked by Shane on September 19, 2024
Q: I am at loss with PIF. Thinking selling it and buying either ENB, FTS or HPS.A to add to my existing positions. Do you think it is a right move as PIF share price is not moving? a Which one of the above names has highest potential under current share price to buy as replacement of PIF.
Read Answer Asked by Numa on September 19, 2024
Q: Hi, can i get your opinion on US hotel Reits and if you have to own 1, which one will it be and why?

Thank You
Read Answer Asked by Danny on September 19, 2024
Q: I'm considering buying HDIV ETF. On the ETF website it shows a 2023 total distribution of $1.974 and a ROC (return of capitol) of $ 1.66201 . After watching a video of ROC sometimes the ROC is not a reduction of NAV but just for tax purposes. And in some instances it is actually a return of your own capital and your NAV is reduced. Can you give some clarity on ROC. And how to determine if an ETF in my investment account has dropped in value from return of my own capital or loss of the underlying securities of ETF? My personal situation all my investment accounts are RRSP and TSFSA.

Thanks, Brian.
Read Answer Asked by Brian on September 19, 2024
Q: HBIL is new. etf Can you tell me the yield and how safe should it be for 10% of my portfolio? Thanks, James
Read Answer Asked by JAMES on September 19, 2024
Q: Portfolio Cleanup Part 9:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: Can you expand on the recent question on WELL. How good a company is it for a growth investor? It recently traded up to $5 but has back off to around $4.40. Is this a good point to buy? Where do you see it over the next 12 months? What are the catalysts that define company performance? It has been recommended by 5i, how strong is this conviction?
Read Answer Asked on September 19, 2024
Q: we are going to start a resp for a grandchild so will probally have some 17 years to work . what top 3 growth companies in the u.s. and 3 in canada also would you start to look at today which you like for the long term.
Read Answer Asked by hans on September 19, 2024
Q: I hold the 3 following oil companies in my portfolio
WCP, with a small gain. Current price $10.32
TVE, with a small loss. Current price $3.99
Royal Dutch Shell, with great gain. Current price $68 USD.
Would you see any of these as a sell today? Please rate them from the most preferred to sell to least preferred to sell at today prices.

Read Answer Asked by Anh on September 19, 2024
Q: Portfolio Cleanup Part 1:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: Hello,

Topicus, lately is showing solid momentum, with stock hitting an all time high, Today. On the other hand, Lumine has lagged behind, specially after the recent results. Do you believe that this divergence in stocks behaviour is temporary or it is signalling any longer term concerns for the latter ?

Also, based on their current valuation, does it make one more attractive than the other . in the near term and what would be the price points to accumulate ?

Thank You
Read Answer Asked by rajeev on September 19, 2024
Q: I know I'm being lazy. However, can you help me to understand, when share prices are not too different ($17.80 vs $17.05), why would someone purchase the "E" series rather than the "F" series.
It seems to occur with a number of companies, a wide disparity on the dividend yields paid within their PR's sphere of series. Just interest rates at the time of origin or re-set dates?
Read Answer Asked by Mark on September 19, 2024
Q: My question on the (former?) ETF XOUT. I held it not too long ago, but sold it. I've made the decision to re-invest in this ETF for the long term, but see that it seems to no longer exists. Do you know what happened to it?

It invested in the US large cap index subtracting any companies that would not do well in a future of disruption. If it no longer exists, is there any type of ETF like this available out there?
Read Answer Asked by James on September 19, 2024
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