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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: I am starting a non-registered portfolio. I would like exposure to the US tech market.
Here are 2 questions:
What are the tax implications of an ETF? (I have read several suggested documents in the Questions section of your website but I am still not sure about the tax cost). Are there any costs other than the MER to hold an ETF?
I am looking at XSP, XUS, VFV.
Thanks.
Read Answer Asked by Serge on December 19, 2024
Q: Can you suggest 5 or more Canadian dividend tax credit eligible companies that may be suitable for a long term leveraged account. Where the return on those assets could be expected to exceed the cost of borrowing over the long term and with a relative margin of safety.
Read Answer Asked by Regan on December 19, 2024
Q: Good morning,

I can’t believe I am asking another question on BCE, but here we go.

The ~10% move lower over the last week….In your opinion is this year end tax loss selling capitulation, or do you think the market may be sensing a dividend cut?

Thanks as always and Happy Holidays.
Read Answer Asked by Trevor on December 19, 2024
Q: Hello Team,
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!
Read Answer Asked by Issaku on December 19, 2024
Q: We own shares in a bunch of TSX listed Canadian companies like the banks, SHOP and AEM etc that are also listed on the NYSE. I feel the USD is going higher or perhaps I should say the CAD is going lower. The same may hold true for the European and Chinese stock exchanges, with all the currencies going lower against the USD. At some point I wonder if the Federal reserve will start to lower interest rates if the USD goes too high. Mr. Trump will be happy!
Not sure if it makes sense to shift the TSX traded stocks over to the US side of the ledger. We also own a lot of US listed stocks on the US exchanges. In away the low CAD has made the purchase of CA stocks using USD cheaper! What's your take? Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on December 19, 2024
Q: I have seen your recent comments and you believe the recent deal is good. My question is related to it's ~12% price drop in 3weeks. I have only seen positive analysis from all analysts. So my question to you is, is there any systemic or structural reason for the stock to be tanking well over the ~2% TSX reduction in the same time frame? What has changed in 3 weeks to spook investors?
Read Answer Asked by Phil on December 19, 2024
Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?
Read Answer Asked on December 19, 2024
Q: Thoughts on the US rate cut and markets going forward? Should we be more cautious and take more risk off the table going forward? Thanks!
Read Answer Asked by Keith on December 19, 2024
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