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: Hi Peter
In 2020, 70% of Q3 and Q4 distribution is marked as “Trust Income”. If held in a taxable account, what is the tax implication of this component? Is it treated as dividend or interest income?

https://www.alarisequitypartners.com/upload/media_element/attachments/412/Tax%20split%20of%20distributions%202020.pdf
Read Answer Asked by Greyhair on August 03, 2021
Q: what sectors could really be affected badly if interest rates go up significantly? thank you.
Read Answer Asked by jim on August 03, 2021
Q: Hi
The question by J Stephen piqued my interest I have been looking for ETFs that spin out dividends for an income stream. The dividend on this is very good which makes me wonder about risks. How would risks on this compare to a covered call ETF like ZWH . Thanks Keith
Read Answer Asked by Keith on July 30, 2021
Q: I bought a very small (0.5%) position in Texas Roadhouse and then later realised it has really slim margins. Would you keep it or else sell it and add to my positions in Yum brands or A&W? Which of the three looks best to you?
Read Answer Asked by Andrew on July 30, 2021
Q: Could you please recommend a few stocks for two RESP accounts? First account for 4 years old grandchild. Second account for three grandchildren (4, 5, and 8 years old). Planning to contribute $2000 ($500 for each grandchild). The first account has already 26 ENB shares. The second account is a new account. Thanks in advance for your very valuable advice.
Read Answer Asked by Hali on July 30, 2021
Q: Hi 5i team, we would like your advice on risk and potential and which one is buyable today for a long term investment? Thanks always for your superb advice.
Read Answer Asked by victor on July 30, 2021
Q: Currently our portfolio is 15% too high in Canadian stocks and ETFs and am
needing to add to International I would appreciate 3 stocks or an ETF that would be the highest on your ratings. Thanks!
Read Answer Asked by diane joan on July 30, 2021
Q: You are in a stock picking contest against a fellow investor named Joe. The contest is to pick 10 Canadian stocks that you must hold for 5 years. No trading. The winner will be the portfolio that has the highest total return including dividends over the 5 year period. Joe is somewhat conservative, so he likes to stick with large companies. He has selected ATD.B, BAM.A, CNR, CSU, RY, SHOP, SLF, T, TD, WSP as his 10 stock portfolio. What 10 Canadian stocks would you select to try to win the contest?
Read Answer Asked by Dan on July 30, 2021
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!