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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: Sincere thanks for posting the market update yesterday. You didn't have to do that but it was very much appreciated. One comment you made I did not understand. "Now is not the time to be a here". Many thanks.
Read Answer Asked by TOM on August 06, 2024
Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?
Read Answer Asked by James on August 06, 2024
Q: My daughter is investing about $1500/month into an FHSA until the yearly $8000 max contribution is reached and will repeat this process for the next four years until the plan max of $40,000 is reached. What suggestions would you have in order maximize growth of the contributions given the relatively small $40k amount and short timeline (15 years from plan opening but only 10 years after the full $40k has been contributed) involved? Many thanks.
Read Answer Asked by Bruce on August 06, 2024
Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.
Read Answer Asked by Brian on August 06, 2024
Q: Dear 5i team.

I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.

Thanks for your help.
Read Answer Asked by Arthur on August 06, 2024
Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx
Read Answer Asked by Adam on August 06, 2024
Q: For reporting exchange rates re capital gains on the sale of US securities that are kept in USD rather than being converted to CAD after the sale, is there a particular site you can recommend - such as the Bank of Canada daily exchange rates? If so, would the noon-hour or closing rate be used and is it the trade or settlement date that should be used for reporting? Or, is the retail exchange rate charged by the brokerage more appropriate? I find it can be difficult to find historical exchange rates on the websites of many financial institutions. Thanks.
Read Answer Asked by Bruce on August 06, 2024
Q: 2 questions:
In a taxable account what would you suggest to play the role of Bonds if any? I need to beef up my bonds allocation and need to keep cash and cash equivalent in my taxable account where I have new funds.

For a young retiree with a comfortable portfolio what percentage would you allocate to cash and bonds? Volatility is not a problem for me with a long term view.

Thank you
Yves
Read Answer Asked by Yves on August 06, 2024
Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!
Read Answer Asked by Michael on August 06, 2024
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