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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: In my savings plan through work I have limited voices all TD Asset Management mutual funds very low cost because of a volume discount through the employer I have the following
CDN Index 53K
IMO shares 36K
CDN. one Index 24K
INTL Index 21K
US Index 18 K(was 40 K it I trimmed)
TD Money Market Fund 109 K
I can retire anytime in the next 1-3 years my question is would you reshuffle this in any way and also if rates go to 4-5 % typically what could I expect from that MMF …. Thanks
Read Answer Asked by Greg on April 08, 2022
Q: Hi 5i,

After being unable to receive a rational or timely response from my Investment Advisor(Big Bank) nor a return call from the company(CSU/TOI), I beleve other members have in the past asked this same question regarding the spin off value of TOI from CSU for tax purposes --- is the value of 'TOI' shares received deemed to be a 'taxable dividend' for tax purposes for tax year '2021? If so, should I have not received a 'T5' by now?

Thank you and confused,

Dean
Read Answer Asked by Dean on April 08, 2022
Q: As an owner of these shares I am trying to ascertain the next call date for this security..is it 2026 or can it be called/redeemed earlier , and if so , when and at what price...Is there a resource available where this info is readily available to investors...thanking you in advance for your reply...Cheers
Read Answer Asked by Cam on April 08, 2022
Q: ON Jan 18 of this year I asked you guys what I should do with my CTC money that I had after I sold the stock.

Here's the stocks and their performance since then"

TFII -(13%)
MG- (19%)
WSP - (-4%)

So obviously the 2 top ones have been clobbered in a period of 3 months. I own them, do you still believe these are the best place to be invested given the economic outlook currently or should I sell these names and purchase others?

Thanks


Sheldon
Read Answer Asked by Sheldon on April 08, 2022
Q: Can you name 5-6 Canadian dividend stocks that you think might be a good spot to ride out higher interest rates for a while? Thank you
Read Answer Asked by Martin on April 08, 2022
Q: My son is 16 and has $2800 RRSP room. He makes under $10,000 (PT jobs) so won't have any tax rebate if he contributes to an RRSP. He is academic and likely will be in school for another 10 years and then hopefully in the highest tax bracket.
Would you open an RRSP now or wait until he can get a tax refund? If starting, what would you buy for such a small amount? ETF or stock? He will have $1000-$2000/yr room for the next 10 years as well.
Read Answer Asked by Chris on April 08, 2022
Q: Its a given we are collectively heading (long term) toward a carbon neutral future. We have also seen how fragile current energy supply is with the shortages caused by current European conflicts.
So...the question is on nuclear. How viable is it as a source of clean stable energy going forward, and how does one get exposure to companies in this space CDN or US. I am slowly reducing my fossil fuel exposure and now hold the captioned stocks. BEP fits the mandate I'm sure; how about BP?
Read Answer Asked by Harry on April 07, 2022
Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.
Read Answer Asked by Ed on April 07, 2022
Q: To protect an account could you purchase a put (leap) for the SPY etf? Also how large does to put purchased need to be per $1m in equities.
Read Answer Asked by mike on April 07, 2022
Q: Good morning, 5i team!

NFI didn't perform well in our portfolio in the last 2 years. Your thought on replacing it with one of these 2: Lion Electric or Rivian. Or just get out and put in Magna or Linamar instead for auto parts instead. Thank you!

Thanks!

Read Answer Asked by Nhung on April 07, 2022
Q: I would appreciate your thoughts on asset and sector allocation if one believes we are approaching a recession. Thanks for a great service.
Read Answer Asked by David on April 07, 2022
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