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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, May I pls have your thoughts on latest results and if you would continue to hold or upgrade.

I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!

Read Answer Asked by Christopher on April 14, 2023
Q: Your opinion of Decisive Dividend Corporation and their prospects going forward?
Read Answer Asked by Edgar on April 14, 2023
Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
Q: In the past, you often recommended CDZ as the best dividend focused ETF for Canada. However, when I look at the CDZ performance over YTD, 1 year, 2 years, and 5 years periods, this ETF clearly underperformed index ETFs such as XIU or XIC, even in total return terms (i.e. counting dividends). Unfortunately, I hold CDZ in RRSP and TFSA accounts and clearly not happy with the performance. Do you still keep CDZ in high esteem or would suggest swapping it with something else?
Read Answer Asked by Michael on April 14, 2023
Q: I understand the superficial loss rule in a non-reg account. What happens when one sells a stock at a loss and buys it back within the 30 days but sells everything by year end settlement date. Thanks
Read Answer Asked by george on April 14, 2023
Q: I own the the following preferred shares: ENB.PR.B, SLF.PB.G and TRP.PB.B. What's your opinion on these for a conservative investor? Is the dividend safe? Is there much chance of improved performance in the short to medium term? Thanks - Richard
Read Answer Asked by RICHARD on April 14, 2023
Q: Hi Peter, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.
Read Answer Asked by Jerry on April 14, 2023
Q: How do these 3 compare? Is US energy exposure necessary?

I have a chunk of each of these names.

Please rank in order of preference for overall rerun in next 3 years. Do all names have to be kept or can I consolidate them?

Thank you.
Read Answer Asked by Amir on April 14, 2023
Q: Now we know we are near the end of J Powell's hikes in Interest Rates as Inflation is dropping should I start building my equity Holdings?

If so can you give me three names in Canada & USA Thanks a lot RAK
Read Answer Asked by bob on April 14, 2023
Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.
Read Answer Asked by Dustin on April 14, 2023
Q: With reference to a question from cal re resets he may find this site informative

https://canadianpreferredshares.ca/

Read Answer Asked by Leon on April 13, 2023
Q: Are CIBC CDRs considered US property from a tax standpoint and thus a potential IRS reporting and tax liability? Thanks.
Read Answer Asked by Michael on April 13, 2023
Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.
Read Answer Asked by Ken on April 13, 2023
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