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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: Hi 5i,
Horizon's ETF; HSAV says the management fee is 0.18% plus applicable taxes. Do all ETF's have to pay tax on the management fee? Do you know what the tax is and is it the same for all ETF's? I'm guessing it is our contribution to the GST at 5%. Hope you can help.
Read Answer Asked by Ian on May 23, 2023
Q: Is VNQ a good investment in a stagflation environment, or does its current issue of office and retail REIT exposure going to counteract that situation ?

Are rising interest rates the only other reason for its underperformance recently?

Is it possible to come up with a metric that compares how expensive / inexpensive it is today as an investment relative to it's past ?

Thanks.

Read Answer Asked by James on May 23, 2023
Q: Please give your assessment of this ETF - AIQ. It appears to hold stocks that have been driving the S&P500 higher this year so do you see any more upside? How much growth do you see for AI in the short and long term? For a growth theme would you put new money into this for 2-5 years? Thanks in advance and please deduct credits as you see fit.
Read Answer Asked by K on May 23, 2023
Q: For total return over a five year period - BCE or T? MFC, SLF, GWO or IFC? BNS or NA? LMT or RTX? NTR, SJ or CCL.B?
Read Answer Asked by Gerry on May 23, 2023
Q: Re your question to Lee on drips. Do any of them grant stock at a discount?

Thanks


Sheldon
Read Answer Asked by Sheldon on May 23, 2023
Q: Everyone, I will be selling LSPD and need to buy another tech stock as a replacement. My present technology stocks are: AAPL, AMZN, CSU, MSFT, NVDA and SHOP. I have held those names for between 5 and 10 years. Do I add to the existing group above? Another name? I am NOT in favour of FB (can’t stand the CEO or the business). My preference is to add to SHOP because I am underweight that stock. Clayton
Read Answer Asked by Clayton on May 23, 2023
Q: What are your current thoughts on this company (TNDM) and do you think it has bottomed? Thanks as usual.
Read Answer Asked by Danny-boy on May 23, 2023
Q: Is there an easy way of calculating the dividend yield if the company issues special dividend during the year. I know the present yield is 1.74%, but what would be the dividend yield if you include the special dividends it has issued during the last year. Or if there is a site that does the calculation for you I would appreciate getting it. Many tnx for all your hard work.
Read Answer Asked by Jacques on May 20, 2023
Q: I may have missed a few, but pretty sure I've made every mistake trading in the stock market, although thanks to 5i I've done quite well over the years. Prehaps my biggest mistake is holding on to loosers too long and taking big hits. Recently I've promised myself to sell when I'm down 25%. So, I'm now down 25 or more % on these 4 companies but dont want to sell. What says you?
Read Answer Asked by Charles on May 20, 2023
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