Investment Q&A

Q: I would like to confirm that income from covered call ETFs is treated as capital gains and/or ROC, and income from preferred shares is treated as eligible dividends. If this is correct, I would see them as candidates for both non-registered and registered accounts.
Thank you.

Q: I'm interested in possibly buying Giax but would like your assessment of this etf. Thanks for your valuable information/opinion

Q: What implications do you see on the upcoming Supreme Court ruling for Tariffs? What markets or sectors do you see as being the most affected.
Thank you

Q: Good morning and best wishes for 2026
Your comments on BIDU and is it investable
Thanks,
Peter

Q: Peter; New ETF - do you have any thoughts on management-does it more assets to make it tradeable by institutions.? is it ok for retail players to? thanks.
Rod

Q: Hello 5i. I'm below on my fixed income. ZAG is almost 7% of my total portfolio but I am looking to increase this to almost 10%. Is this too high for a single ETF, and/or are you still happy with ZAG, or would you suggest an alternative. I'm looking for something fairly safe with a reasonable yield. Thanks again for your excellent service. John.

Q: Any news on savaria and is this a new all time high?

Thx

Q: Hello
I have owned CNQ for awhile
it is volatile and not going anywhere as compared to SU

is it worth while to switch to IMO.to and CVX (US); for abit of dividend and capital growth, very disappointed by CNQ's performance
the pipeline, if being built, shovels will not be in the ground until 2029
thanks
Michael

Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare

Q: Was the conversion to a Corp. a taxable event? They are rather cagey on it.

Q: I've been going through my portfolio and reevaluating if some of the stocks should continued to be held or sold; one such is BYD. I've held it for over 5 years, earned some money on the dividends but its still in the red. Do you think BYD should still be held or do you have any recommendations for its replacement?

Q: Just for fun. In your opinion what is the:

Best time of day to buy a stock? And to sell?
Best day of the week to buy a stock? And to sell?
Best week of the month to buy a stock? And to sell?
Best month of the year to buy a stock? And to sell?

Thanks,
David

Q: With almost a 7% Dividend, is it a good choice? In TFSA or RRIF to avoid W/H Taxes?

Thanks Kindly!

Q: I wanted to get your take on RKLB. I’m currently up 95% on my position, but with the recent parabolic move, I’m starting to feel it’s taking on 'meme stock' characteristics and getting ahead of its fundamentals.

My instinct is that a hard pullback is coming soon. I’m considering closing the position now to lock in these gains and looking to re-enter after a period of consolidation. Given the upcoming Neutron flight window and the Feb 26th earnings, how would you approach 'top-slicing' here versus holding through the volatility?"

Q: Orogen Royalties has been moved up quickly in the past few days. Is there a specific reason for this or is it just following the price of gold. Also could you provide a summary of Orogen's fundamentals.
Thanks.

Q: Hi Peter & Team,

My observations are that, at the present, owning BNS is much better than being a client of BNS.

I've noticed, for example, that the customer service at Scotia iTrade, which incidentally has among the highest commission rates in the online broker category, has recently deteriorated to the point where they don't acknowledge that 'they'll get back to (me) within several days' or a similar phrase and response used by most other organizations. Indeed, with some issues I raised with them via a secure message and/or the 'service @' email, they don't respond at all.

They recently let go 3000 employees.

https://financialpost.com/fp-finance/banking/scotiabank-laid-off-3000-people-2025

In my view, going forward, their client base will drop over time unless their customer service improves, making BNS less of a viable investment.

Q: Can you please give your opinion on this company.

Q: Is this finally turning the corner to much more prosperous days? Can you see it regaining its previous form with much better performance and capital appreciation? The metrics appear to point in the right direction. (Understand within the context of the price of a barrel)

Q: Is there any risk here with recent warnings of a 10% cap on interest south of the border?

Q: hello 5i:
Years ago, we bought PANW as, back then, you considered it a "best of breed". We are not at all unhappy with results. But in continuing the "best of breed", do you see CRWD as being sufficiently "better enough" to warrant making a trade? This is not a short term hold. Can you also comment on the possibility of CRWD being acquired (doubtful that PANW) could or would be.
thanks
Paul L