Investment Q&A

Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Q: Hello. What are your thoughts on these two? Can you details their metals production percentages? Between the two, which would you invest in and why? I hold both but am considering dumping FCX and putting the proceeds to IVN. I’m interested in upside.

Q: Hi Peter and Staff

This pref had held up well but is getting slammed this week badly maybe even worse than the BPO prefs of which I also own . I have read all the BPO answers - thoughts on the AX.PR.I please

Thanks for all you do
Dennis

Q: What do you folks think about this preferred. I like the div. but looks like it could be called away at $50 in 2026. Don't like the idea of taking a capital loss.

Q: Hi there I’m looking for solid US companies with great growth prospects and an above average dividend. I can accept some medium risk. can you please send me 3 top choices?

Thank you!

Q: What is are you best ideas for small-midcap US EFT? I already have S&P 500 fund and several large caps.

Q: What is the #1 problem with this company?, poor management? supply chain?. It seems they get all kind of orders, make basic buses, electric buses, what they just cannot deliver the product. If the supply chain improved would it make much of a difference or are there to many other issues?
Thanks Again

Q: Could you make a case for each of these two Treasury ETF's ? Would you favour one over the other ?

Do you prefer other Treasury ETF's to these two ?

Q: Can you give me 4-5 Canadian non financial divvy stocks that look attractive to you right now? Thanks

Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.

- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...

- Not interested in 5+ year investment, as too much can change...

- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max

- I'm open to any suggestions & ideas other than the companies I listed in my question as well

Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?

Q: Hi Folks,
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks

Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.

Q: Hi 5i Team,
Encore Wire Corp hit all time high after earning reported in February, but dropped more than 20% lately.
Could you pls give your update assessment of this company going forward.
Is it buyable? if so, would you pls suggest an entry point.
Thank you as always.

Q: Hi 5i,
I have a few of questions about a few tech ETF's - please deduct as many points as you think appropriate.
In comparing XIT to TXF.B I note that XIT has a better 5 year annualized return (16.03% to 7.87%) but TXF.B has outperformed XIT over the past 3 year annualized period by 10.23% to 8.38%. In addition, TXF.B pays a very healthy distribution (over 9% annually) while XIT pays none. And then finally, XIT is all Canadian and has over 75% of its NAV wrapped up in 4 names - CSU, SHOP, CGI and OTEX.
All that being the case, I wonder:
Is XIT too dependent on just a few names that are all in one geography to have the safety one expects (hopes for at least) in an ETF, both looked at in isolation and also when compared to a name like TXF.B?
XIT obviously hit it big with those 4 names (and especially CSU I'd think) but is its good return likely to continue into the future with so much reliance on so few contributors, all of which are in Canada?
Is there a site that does the hard work of comparing the actual returns of ETFs by analyzing the combination of capital gain combined with the contribution of distributions so that it's possible to get a true idea of the performance of an ETF like TXF.B with its 9% /year distribution compared to XIT's zero payout? and finally:
Between a hedged ETF like TXF vs an unhedged ETF like TXF.B which have identical holdings, which would you expect to do better over the next 3 years or so, and why? I note that unhedged TXE.B has outperformed hedged TXF over the past number of years, and I wonder if you think this trend will continue.
Thanks 5i, I look forward to reading your thoughts.
Peter

Q: I have no International exposure to date. Can you please suggest your top three International ETF's.

Q: Can I get your 3 or 4 picks for Ai stocks or ETF,s

Q: I am down 26% on goeasy this quarter.Should I dump or add at these price levels?

Q: I have an odd situation regarding capital loss on META. On a US$ basis there is a small capital gain. However, when converting to Canadian $ using actual exchange rates around acquisition dates for adjusted cost base, and using the 2022 annual average exchange rate from BoC for sale proceeds , I get a capital loss. This looks strange. I have checked several sources , and even asked ChatGPT to do the calculation. All calculation methods show results within 1%: a gain in US$ but a loss in Canadian $. Is this even acceptable to CRA? Or am I best to claim no gain, no loss? (I acknowledge of course: 5i are not tax advisors; that 5i is not responsible for whatever I report and whatever sources I use. I’d just appreciate knowing if this sort of bizarre thing does occur). Many thanks.

Q: Looking at one of these 2 candidates for a small (~1-2%) position in a TFSA.
Could you provide some input, and which would you prefer.
Thanks as always
T.