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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: Seeking clarity on corporate class etfs. Does this structure exist using US dollars and does it exist in the US? Is there any other provider other than Horizons? Does the structure result in dividends being reinvested in the etf thus becoming taxable as a capital gain when the etf is sold and therefore not taxable as dividend income while the etf is held? So does this structure assist an investor who wishes to reduce income for tax purposes during the period the etf is held? THANKS
Read Answer Asked by Ken on June 06, 2022
Q: I would like to get your expert opinion on where you see interest rates headed over the next 5 years? And have your view on stop loss orders changed?
Thanks
Read Answer Asked by Curtis on June 06, 2022
Q: Good Morning,

I am considering buying HHL for income in my cash account.

There are three investment options: HHL.U is denominated in U.S. dollars; HHL is hedged back into Canadian dollars and priced in loonies; HHL.B is also priced in Canadian dollars but is unhedged.

What are you overall thoughts on this ETF and which one would be best for me to buy in my cash account?

Thanks very much.
Read Answer Asked by Dave on June 06, 2022
Q: I'm hearing more and more about a looming global food crisis, largely due to the unfortunate situation in Ukraine and its impact on grain shipments. Apart from fertilizer companies, what other options do you feel would be good expressions for a global food shortage investment thesis?
Read Answer Asked by Scott on June 06, 2022
Q: Hello 5i, Could you explain what these 4 companies are about and rank them in order from best first. I just retired and am looking for one or two companies where I can sleep at night and earn some income. Thanks
Read Answer Asked by Michael on June 06, 2022
Q: I am down about 41% with both ENGH and WELL, but 2x the dollar amount for ENGH. I am considering selling 1 or both now for a tax loss and likely buying back. Any idea what to expect with ENGH's upcoming earnings report next week? ENGH seems to be currently sitting at pre-pandemic levels and I am guessing it might be there for a while unless there is some dramatic change in the economy. Thanks for your your comments!
Read Answer Asked by Grant on June 06, 2022
Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.
Read Answer Asked by Les on June 06, 2022
Q: Concerning a canadian ETF,or a covered call ETF ,that pays dividends,but includes mostly US stocks or foreign stocks in a non-registered account : are the dividends fully taxable ? or has the fund already paid the foreign taxes on dividends and is then eligible ( automatically or one has to fill a specific form ?) for a canadien tax crédit ? Thanks
Read Answer Asked by Jean-Yves on June 06, 2022
Q: Hi 5i
Aside from a better market backdrop, what will it take for SHOP to regain investor confidence? Is it similar to AMZN a few years ago, where AMZN ploughed all its cash flow into expanding its business, but at some point paused somewhat and showed some big profits?
Thanks
Read Answer Asked by Dave on June 06, 2022
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