Q: What is your outlook for BEI? It is down approx. 30% from its high. Has broken well past its 200 day moving average. If you held it today would you continue to hold or sell?
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.
-
Oaktree Specialty Lending Corporation (OCSL $13.28)
-
Schwab US Dividend Equity ETF (SCHD $26.74)
-
Blue Owl Capital Corporation (OBDC $14.19)
Q: Hi 5i Team,
I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?
SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?
Finally what are the tax implications for a Canadian holding these investments in a non-registered account?
Thanks for the Great Service and Happy Holidays!
Colin
I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?
SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?
Finally what are the tax implications for a Canadian holding these investments in a non-registered account?
Thanks for the Great Service and Happy Holidays!
Colin
Q: Merry Christmas. I'm doing some trimming in my unregistered U. S. account early in the new year. I have had a great run with both these stocks. Does either 1 have any headwinds ? Which has more upside ? Trim both, or sell 1?
Have a great new year gents.
David
Have a great new year gents.
David
Q: What's up with HIVE? It is getting pummeled pretty hard even though BIT coin is still over 90 grand. Between Hive's holdings of BIT and over cash what per centage of the market capital is covered. Seems like HIVE is oversold. Agree?
-
EQB Inc. (EQB $103.74)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
-
Docebo Inc. (DCBO $42.40)
-
Propel Holdings Inc. (PRL $35.95)
-
D2L Inc. Subordinate Voting Shares (DTOL $15.90)
Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick
Q: hi,
do you have data for the average dividend yield for the TSX index for the last 5 and 10 years?
cheers, chris
do you have data for the average dividend yield for the TSX index for the last 5 and 10 years?
cheers, chris
Q: Atera has been on a tear. Would you consider this stock speculative, not supported by fundamentals, ahead of itself, buyable, holdable?
Q: Can you explain the dynamics of this ETF declining some 18 % this year. Thanks. Derek
Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill
Q: Curious what your thoughts are on PYF for some income? Also, how is it taxed in a registered account? How are ROC and option income taxed?
-
Peyto Exploration & Development Corp. (PEY $19.18)
-
Tourmaline Oil Corp. (TOU $57.95)
-
Advantage Energy Ltd. (AAV $10.99)
-
Birchcliff Energy Ltd. (BIR $6.56)
Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year
Happy New Year
Q: What should the ultimate p/e ratio for Goeasy be? I know that p/e ratio in this sector tend to be low, but what would be fair in your eyes if say earnings growth plateaued at around 15% per year long term? 10X? 15X? Thanks.
Q: Looking to invest in Visa on NYSE at $383 but on Canadian site found Visa.ca at $30. What is Visa.ca, is it some play on Visa
Q: What do you think about swapping dxv for zst for 1% higher yield.
Thank you
Thank you
-
Global X S&P 500 Covered Call & Growth ETF (XYLG $27.81)
-
Global X Russell 2000 Covered Call & Growth ETF (RYLG $21.40)
Q: QYLG and XYLG dropped "extremely more" than the market ( close to 16%) on December 30th ,and it seems that RYLG had about the same pattern. Thanks for any explanation..
Q: Hi Team,
If you own CURA in a RESP & are a patient investor with -84%, do You add, sell.
Thanks
Best Regards
If you own CURA in a RESP & are a patient investor with -84%, do You add, sell.
Thanks
Best Regards
-
Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
-
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.45)
Q: should i sell my bip.un and buy bipc
The latter seems to be outperforming the former
Thanks
The latter seems to be outperforming the former
Thanks
Q: Im a retiree in late 60's, focus on Income with a growth potential down the road.
Further to Nancy's question on Telus on its current dividend of about 8%+, and a free cash flow almost 2x of dividend, will this be a time to buy given that the interest rate is coming down, and the banks GIC is about half of this return. I have some idle cash looking for a steady return like GIC. Do u forsee any dividend cut ? Thanks again
Further to Nancy's question on Telus on its current dividend of about 8%+, and a free cash flow almost 2x of dividend, will this be a time to buy given that the interest rate is coming down, and the banks GIC is about half of this return. I have some idle cash looking for a steady return like GIC. Do u forsee any dividend cut ? Thanks again
Q: Do you see any chance of improvement in stock price by next earnings report for either of these stocks? Would you recommend either of them or one over the other? Thanx.
-
Apple Inc. (AAPL $202.92)
-
Vanguard Dividend Appreciation FTF (VIG $206.00)
-
iShares Expanded Tech-Software Sector ETF (IGV $110.55)
-
Invesco NASDAQ 100 ETF (QQQM $230.60)
-
Invesco S&P 500 Momentum ETF (SPMO $114.74)
Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.
Thanks for the great service
Thanks for the great service