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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 an income investor and hold equal weighting in all 5 big banks. I’m looking at the quite larger than normal yield spread between RY and BMO and TD and am thinking of either halving or even fully selling my RY position to add to BMO and TD. Someday when the spreads go back to being much closer, I would likely repurchase RY. Do you see anything wrong with this logic? Would you prefer one of TD or BMO for such a move? Half or full position? I’ve held RY for a long time, thus my little bit of doubt!
Read Answer Asked by Mark on April 17, 2023
Q: After a bear market at what point in the cycle do small caps recover? Do you think this will happen anytime soon?
Read Answer Asked by Pamela on April 17, 2023
Q: What do you think of Oil as seasonally strong for summer months.? We are seeing some uptick for the past week.

DVN
ENB
XOM
MPC
MPLX
a favourite ?
Read Answer Asked by Daniel on April 17, 2023
Q: Hi 5i, May I pls have your thoughts on latest results and if you would continue to hold or upgrade.

I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!

Read Answer Asked by Christopher on April 14, 2023
Q: Your opinion of Decisive Dividend Corporation and their prospects going forward?
Read Answer Asked by Edgar on April 14, 2023
Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
Q: In the past, you often recommended CDZ as the best dividend focused ETF for Canada. However, when I look at the CDZ performance over YTD, 1 year, 2 years, and 5 years periods, this ETF clearly underperformed index ETFs such as XIU or XIC, even in total return terms (i.e. counting dividends). Unfortunately, I hold CDZ in RRSP and TFSA accounts and clearly not happy with the performance. Do you still keep CDZ in high esteem or would suggest swapping it with something else?
Read Answer Asked by Michael on April 14, 2023
Q: I understand the superficial loss rule in a non-reg account. What happens when one sells a stock at a loss and buys it back within the 30 days but sells everything by year end settlement date. Thanks
Read Answer Asked by george on April 14, 2023