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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: There can be little doubt that investors, since the elections of successive Trudeau administrations, have become increasingly wary about sinking money in Canada. Outflows double inflows of capital and our dollar's value has fallen by 20% retarding ROI's for investors. What is 5i's outlook for the Cdn$ and investment going forward?
Read Answer Asked by Keith on December 19, 2024
Q: Morning you fabulous people,

My TFSA is heavily tilted toward tech and growth.

I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.

I already own the big players. Is Oracle a buy in its current range?

Outside of the mag7, PANW, ANET, AVGO.

Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.

Please deduct accordingly.

Thank you so much.
Read Answer Asked by Adam on December 19, 2024
Q: MFC has just recently surpassed its previous peak in 2007 around $44. This was a long time coming, but it is struggling to stay above this value. Normally I feel that it is a good sign when a company that breaks through a previous high. Can I have your thoughts on MFC at this time, and why it may be a different company than it was 15 years ago.
Read Answer Asked by Gordon on December 19, 2024
Q: Could you comment on Civitas's valuation decline, are investors still concerned over 3rd quarter revenue miss or Jefferies target price cut?
Should we expect a cut to the dividend as stock price falls? Would you suggest this might be a 'safe' investment and a good entry point?
Thanks for all your great advice, much appreciated. Ted.
Read Answer Asked by Ted on December 19, 2024
Q: Can you expand on relationship/correlation of Macro Market Models in Market correction situation or because market correction is inherently unavoidable and ? relatively short cyclical event it doesn’t affect/correlate with the Makro Markets Models ? Thank you .
Miroslaw
Read Answer Asked by Miroslaw on December 19, 2024
Q: I’m thinking of a trade with BCE stock. My thinking is even if management cuts the dividend by half I will be making 6% with the likelihood the stock price will go up what do you think of this trade. Also what do you think of the new asset Ziply and my understanding BCE is using funds from the sale of the sports teams to Roger’s so how bad is there balance sheet really?
Read Answer Asked by Mark on December 19, 2024
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