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: Morning 5i Team, in order to add some torque to the fixed income portion of an RRSP, what do you think of the combination of these two @50% each? Better alternatives?
Thanks, Lavern
Read Answer Asked by Lavern on March 11, 2021
Q: Hi 5i team,
This is not a question. Regarding the book value of TOI , it's best to confirm with CSU. Apparently, the book value for the stock distribution is indeed close to zero per CSU client relation.
Read Answer Asked by Willie on March 10, 2021
Q: Further to my earlier question about ZST and HFR, I don't think you have addressed the issue. The l0yr average total return for HFR is practically 25% more than for that for ZST. (as per your references). They are both ultra-short bond funds but their behaviour is vastly different. Why?
Read Answer Asked by richard on March 10, 2021
Q: Hello 5i team,
Before a change in a weather system strong winds pick up with extremes of air pressure close together, then a calm before the storm hits. Over the years it was a big deal to see a holding jump 50 cents either way. NOW, we see the likes of not only growth stocks such as GWG and LSPD moving $5 and $6 at day but also ETF's such as IWO and VGT. Some "staid" stocks such as MSFT also move a chunck at a time. Are these moves indicative of a major change coming or is it smart money rotating or dumb money jumping on the bandwagon? Or is it anybody's guess? Should I be worried but stick to the plan?
Stanley
Read Answer Asked by STANLEY on March 10, 2021
Q: Can you please recommend a couple of good Canadian equity mutual funds, like MAWER 106, with a proven track record ? Thank you.
Read Answer Asked by Terry on March 10, 2021
Q: Good morning Peter, Ryan, and 5i Team,
Can an poorly performing stock in a TFSA be transferred 'in-kind' to an investment account for possible a tax-loss benefit later in the year? Can the TFSA then be 'topped up' or do you have to wait until next year? Are there any merits to doing this transfer? Thanks as always for your insight.
Read Answer Asked by Jerry on March 10, 2021
Q: Hi group i am moderate risk investor i am struggling with FOMO on Tesla + Bitcoin. What would be the least risk way to play them both ? thanks Appreciate your help with this.
Read Answer Asked by Terence on March 10, 2021
Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%
Read Answer Asked by Keith on March 10, 2021
Q: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?

Thank you,
Brent
Read Answer Asked by Brent on March 10, 2021
Q: Good morning, This companies share price has exploded in the last 52 weeks their tech seems very interesting the share count seems low can you add your opinion on this potentially life changing tech and how this company looks.
Thanks
Read Answer Asked by Kolbi on March 10, 2021
Q: I became aware of this stock reading questions and answers and it has dropped quite a lot in the last little while. I am under water. Is this just market related or are there other issues with this company? Other stocks I have researched PUBM (Pubmatic)similar to Trade Desk, FIVN and GRWG (pot stock) - have been recommended by others - your thoughts and could you please rate them. Thank you again from a long term member
Read Answer Asked by Dennis on March 10, 2021
Q: Hi guys
Market rotation. There are so many small to midcaps
I have WELL, could you suggest 6 more that will benefit in different sectors ,or is there an etf or mutual fund that i could look at. My large caps are diversified I have mawer 150, for years thanks to 5i and done really good.
thxs. Bob

Read Answer Asked by bob on March 10, 2021
Q: Do you see see an upside potential in the above companies - short term - 6 months to a year - 20% gain in stock price? Thanks.
Read Answer Asked by SAMAR on March 10, 2021
Q: In the portfolio analytics in the section of portfolio industry allocation do the listed sectors waitings include portion of particular sectors/industries included in diversified ETFs which constitute a significant portion of my portfolio?
Thank you
Read Answer Asked by Miroslaw on March 10, 2021