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: I purchased this to get exposure to energy, get the high dividend (now approx. 13%), and have an ETF focused more on US energy companies (vs. Canadian). I've held it about 15 months now and I'm down 10%. I expect there is some ROC affecting the share price (are you able to confirm?). In general, what are your thoughts on EMAX for stability and as an income play?
Read Answer Asked by Randy on April 01, 2025
Q: I saw a big correction on this stock Enterprise Group Inc.

What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.

In advance, thank you for taking your time to answer my questions.
Read Answer Asked by Norwood on April 01, 2025
Q: Hello 5i
I hold 13% covered call ETFs in a portfolio of diversified blue chip dividend payers, regular ETFs and some growth holdings, 56 holdings in all. These covered call ETFs include HMAX, UMAX, SMAX, QMAX, ZWH, HHLE, HDIV, HYLD AND NXF-B. I am 79 and looking for income. I believe the upside restrictions of the covered call ETFs is made up for by the advance in the other holdings. . MER on the total portfolio according to Portfolio Summary is 0.11%. I am also admonished for holding over 10 ETFs. Should I change this strategy though I like the $1,300 to $1,800 a month bump up or just keep collecting? Please take as many credits as necessary.
Read Answer Asked by STANLEY on April 01, 2025
Q: Everyone, in each decade of your life what should you be focussing on in your financial well being? Clayton
Read Answer Asked by Clayton on April 01, 2025
Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks
Read Answer Asked by David on April 01, 2025
Q: Thoughts on Jerash Holdings as a US dividend stock? Will they be impacted by tariffs?
Read Answer Asked by Craig on April 01, 2025
Q: Good Morning Everyone,

The BMO Investorline website is not working today, as far as I can tell the server went down at the opening bell.
In the past I have found BMO to be an unreliable service when the market is down, so this isn't the first time.

Question for 5i: In your experience is it quite common for online trading services to not always work during a market sell off?

Question for everyone: Has anyone found a trading platform that they have found to be reliable?

Thank you for your insights. Luckily I wasn’t planning to sell or buy anything today, but gosh darn it’s annoying.

Sandra
Read Answer Asked by Sandra on April 01, 2025
Q: With the substantial recent decline in technology stocks, do you think that now a good time to enter the sector, or do you think we have more downside ahead? I have been looking at 3 ETF's to gain technology exposure, TXF, HTA & QMAX. I know that there are similarities between them, but could you compare and contrast them re: holdings, risk, stability of payouts, tax treatment, etc. and rank them most favoured to least favoured with your reasons? Also, are there any other ETF's in this area that you prefer? I realize that there is more than one question here, so would you please deduct the number of credits that you require, Thank you.
Read Answer Asked by Will on April 01, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!