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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: I have a proposal to lend money though my funds manager at a current rate of 9%. Here is what I read:
The management team conducts due diligence on each investment, only invests in industries where they have deep expertise, and holds the companies to strict performance standards. The investment consists mainly of floating-rate loans, where payments increase and decrease with interest rates.

Could you tell me what is this all about and your opinion concerning this kind of investment , many thanks
Read Answer Asked by Jean-Yves on October 16, 2023
Q: With the proposed buy price $250 and the current price 248-249, and no additional bids likely does it make sense to sell now?

If I hold will I get an equivalent $ value of IMO shares?

And is there any idea when it would close?

Would we receive all the dividends in the meantime?

If the deal falls through would you expect a 10-15% drop in share price?

Thanks 🙏
Read Answer Asked by Donald on October 16, 2023
Q: Tax Loss selling time is just around the corner and I would like to take advantage of losses I have in above companies. I have some gains this year and I paid taxes on gains for the last 3 years as well.
Would you sell one position only and which one would you suggest. I would like to buy back at the appropriate time as well.
I would appreciate if you could prepare us for this event of tax loss selling and refresh our memories.
Thank you!
Albert
Read Answer Asked by ALBERT on October 16, 2023
Q: What would be the closestCanadian ETF that has characteristics similar to US SCHD?
Read Answer Asked by Kim on October 16, 2023
Q: I have money invested in non-registered accounts which I will need in 1-3 years for a downpayment on a house.

Am I correct that money needed in a 1-3 year time frame should not be invested in the markets ?

If so, what should be done with this money ? Any "money" ETF s to consider ? Thank you !
Read Answer Asked by laurent on October 16, 2023
Q: I am closing down a corporation which holds an investment account based loosely on the balanced equity fund. To close the corp. this year, I need to liquidate all the holdings by year end. The performance of the market in the last few months has made me somewhat reluctant to do this. Do you see hope for some rebound by year end or should I simply liquidate at the earliest convenience and forget about market noise?

Thanks for your advice.
Read Answer Asked by Rod on October 13, 2023
Q: KXS has been a slow mover the past while. At its current rate, its slowly moving towards its yearly low. I see then ast report dates back to Nov 2022. Can you provide a quick assessment as to strengths, weaknesses and what you see going forward 1, 2 and farther out? Are there any threats/risks that might arise? Is it still one of your top picks?
Read Answer Asked on October 13, 2023
Q: Do you like gold during these times, especially with global geopolitical tensions. What are your 3 high risk/reward plays?
Read Answer Asked by Chris on October 13, 2023
Q: Hi Peter,
Regarding bond and US treasuries ETFs, if the ETF yield on my purchase date is 5%, would my annual interest income remain to be 5% as long as I hold the ETF, similar to my buying a bond with a yield to maturity of 5% and hold it to maturity? What are your top choices for 10 year US treasuries ETFs US listed, and Canadian listed and what’s their current yields? Thanks.
Read Answer Asked by Willie on October 13, 2023
Q: Recently I asked a question on HBND. Could 5i give me a similar analysis on HPYT ? As well as comparison of the different structures between the two . The only one I am aware of is the 50% position of HBND that is not covered calls . Not sure what the situation is with HYPT ..... The yield on the two is considerably different with the former yielding 10% and the latter 15% ...... Please compare what you would suspect would happen differently with each under rising/stagnant/falling interest rates ?..... Thanks Garth
Read Answer Asked by Garth on October 13, 2023
Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks
Read Answer Asked by Daniel on October 13, 2023
Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.
Read Answer Asked by K on October 13, 2023
Q: Dear 5i team.

Can you list US and Canadian small cap ETFs that are options currently, and which you prefer given the outlook over the next few mths?

Many thanks for your help.
Read Answer Asked by Arthur on October 13, 2023
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