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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: When we are facing the specter of the federal government spending without regard to the future and the Governor of the Bank of Canada saying negative interest rates are back on the table, how could investors reposition their portfolios to mitigate the negative aspects of these events? Can you provide a few examples across the various sectors where one could start to reposition a portfolio?
Thank you...
Read Answer Asked by Ronald on October 14, 2020
Q: What SaaS companies would you recommend in North America for new money they are priced relatively attractively.
Read Answer Asked by Aleem on October 14, 2020
Q: Hello Peter,
Do you have a clear favorite between WM and WDO? If Gold rises over the next few months, which of WM or WDO stock would be better correlated and would you expect silver to lag or outperform? And do you have a favorite between FR and MAG? The time frame would be the next 6 months before I review my positions.
Thank you as always for your astute insight.
Regards
Rajiv
Read Answer Asked by Rajiv on October 14, 2020
Q: I just read the presentation from Sandpiper laying out their reasons for immediate change at Artis - lack of management/board ownership but at the same time excessive compensation, too much familial association with management contracts, and the retail spinoff being a low value undertaking. What are your thoughts - justified critique or??
Thanks
Read Answer Asked by Reg on October 14, 2020
Q: BAM is one of the best run companies and has a successful track record delivering shareholder returns. Why do you think the market doesn’t appreciate this stock and what / how long do you think it will take for this stock to start performing. Would you consider this a core long term holding in a portfolio?
Read Answer Asked by Aleem on October 14, 2020
Q: Further to Dave's question regarding the Raytheon spin-outs, once the CRA has granted them eligible under 86.1, they are not taxable until one ultimately sells them. But to elect to use the 86.1, you must file a letter with the CRA (done typically with your taxes, after you have received documentation from the company showing that this dividend (spin-out) was received, and that you are exercising this right under 86.1, to defer the tax due, until sold. Just google how to claim 86.1 cra eligibility, or taxtips.ca also has information on how to claim this eligibility. But most definitely, I believe that if you've received a T3 or T5 or similar, showing the spin-out dividend companies, you cannot ignore it, you must inform the CRA of your intention to defer.
Read Answer Asked by Warren on October 13, 2020
Q: Hi,

Do you have a preference between these 2 ETFs?

I'm holding HTA but I noticed that the TXF yield is quite a bit higher. Do you have any concerns regarding a swap from HTA to TXF?

Thanks,

Gord
Read Answer Asked by Gordon on October 13, 2020
Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks
Read Answer Asked by Valter on October 13, 2020
Q: I have been following 5i advice for a few years now and it has served me well. Thanks! However, this is the first time I have had a question that I haven't seen an answer too in the forum; I some capital that I need to invest shorter term 1 - 1.5 years. Everything fixed pays next to nothing, so where should I be looking at this time? Bank stocks with a safe dividend? Other high dividend slow growth companies? If so, which would you recommend? Thanks, Dan
Read Answer Asked by Dan on October 13, 2020
Q: Could I have your views on the Emerge suite of etfs; EAUT, EARK, EAGB, EAFT and EAAI. Returns so far seem to be pretty good but wondering if some of those could become part of a personal portfolio. Haven't heard very many questions on these particular etfs.

Jacques
Read Answer Asked by Jacques on October 13, 2020
Q: Good day Team with automotive swinging over to the the electric era Ford just announced Oakville converting over what Lithium plays would you suggest or anything related to this electrification world Thank you Norm
Read Answer Asked by Norman on October 13, 2020
Q: Hello 5i Team. My question relates to the dividend on HFR. My plan is to use this ETF as a cash savings fund in hopefully a tax efficient manner. As such, can you confirm or comment on the following: from the Horizon web site (T3 Tax Distribution 2019) it lists the dividend as 93% "other income" and 7% as "foreign income". Can one assume that other income would be taxed as interest income by the CRA? If my assumption is correct, what other ETF options might one look that combines safety and tax efficiency? Many thanks. Steve
Read Answer Asked by Stephen on October 13, 2020
Q: Hi team!

I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.

In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).

Keep up the excellent work for us small DIY investors!!!

Cheers,
SteveMC
Read Answer Asked by Stephen on October 13, 2020
Q: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.
Read Answer Asked by Ken on October 13, 2020
Q: hi folks, 1st Q on CB2 Insite, cbii/c....stock has been on fire lately as looks to roll out/expand US telemed operations but in cannabis field. Did finance at .15 couple of weeks ago, and bought some Texas operations to expand operations to 100+k medicinal patients. Stock has run into the .30's on big volume. Very small company but would appreciate your views/opinion. Is is similar to Well/t??. Thanks as always, jb Piedmont QC
Read Answer Asked by John on October 13, 2020
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