skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i. From BAM.A's website, they show Managed assets of over $6ooB.

Of this they show:
Real Estate : $210B, Infrastructure : $95B, Renewables : $59B, Oaktree Inv.: $159B, Priv. Equity : $73B.

Instead of allocating our entire holdings in BAM.A to the Financial Sector,
Would it be reasonable for us to allocate :

Real Estate : 35%, Industrial (Infrastructure) : 16%, Energy : 10%, Financial : 39% ?

Thanks for your advice. T.
Read Answer Asked by Terrance on July 06, 2021
Q: Dear 5i,
Comparing MOAT vs VOO it appears that in general MOAT outperforms even thought
MER is considerably higher. It looks like they both distribute dividends but, no return of capital. I am interested in purchasing for my NonReg account and don't want to update my ACB if there is a ROC or phantom distribution. Should I buy one of these or both? Do US ETF's ever have phantom distributions like some Canadian ETF's and mutual funds? I'm afraid I could not find any information on this matter.

thanks
Read Answer Asked by Ian on July 06, 2021
Q: Hello
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks
Read Answer Asked by Mary on July 06, 2021
Q: Wow, that was some news about EIF's acquisitions. Good for EIF...and thanks for your previous comment to me about not seeing any reason to change (May 17, 2021).......Now with a weighting of 2.3% but with a risk rating that I would say is 3, moving up to 4 out of 5, I'm pondering increasing my EIF weighting....Me, like the 5.67% dividend, too.......What say you, aka your take please!!!......Tom
Read Answer Asked by Tom on July 06, 2021
Q: Any chance that info like the list of Cdn stocks that pay US Dividends could be put out in excel? Excellent bit of information and would like to be able to rearrange it but my skills are too poor to copy it over to excel and get it organized to use.

Thanks
Read Answer Asked by Stephen on July 05, 2021
Q: I've recently transferred approx. 10% of my RRSP to US$ currency. This portion of my funds will be invested in the US market. I believe that in the medium-term, the Canadian dollar will go down again against the US dollar to the mid 70 cent range as it has in the past. When that occurs, I was planning on selling my holdings, transferring the money back into Cnd. funds and possibly just repurchasing US holdings. I know it's after the fact, but was this a good idea or am I just overcomplicating my portfolio for little gain? My retirement horizon is over 10 years away.
Read Answer Asked by B on July 05, 2021
Q: hello 5i:
Considering an investment in NTR, BUT........when I look at a long term chart (20 years), I see a company that has, over the years, had a declining share price. Or, as you like to term it, not created shareholder value in the long term. Can you address this problem and why you think "things are different now". Can you add what you see as the "best of breed" in either the agriculture or materials space?
thanks
Paul L
Read Answer Asked by Paul on July 05, 2021
Q: Hi team,

I currently hold TD e-Series Funds in my RRSP and plan to replace them with other index ETFs. What would be your top 5 picks for this?
I have a high risk tolerance with a 25 year timeline.

Thank you
Read Answer Asked by Patrick on July 05, 2021
Q: Hi 5i,

I have seen that you like TT for industrials. How does it compare to CARR or JCI? CARR seems to be cheaper on valuation? Is TT growing faster? Could you give some reasons as to why you like TT the best?

TIA
Read Answer Asked by Wayne on July 05, 2021
Q: I would like to diversify my REIT holdings geographically. I currently hold a reasonable position in CAR.UN and an overweight position in TCN. I would appreciate any recommended REITS with operations in the USA or Europe that are registered in either Canada or the USA. Is there anything like another another Tricon Residential available?
With appreciation for your great service.
Ed
Read Answer Asked by Ed on July 05, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!