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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: Can you give me 4-5 Canadian non financial divvy stocks that look attractive to you right now? Thanks
Read Answer Asked by Martin on April 11, 2023
Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.

- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...

- Not interested in 5+ year investment, as too much can change...

- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max

- I'm open to any suggestions & ideas other than the companies I listed in my question as well
Read Answer Asked by michael on April 11, 2023
Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?
Read Answer Asked by Anthony on April 10, 2023
Q: Hi Folks,
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks
Read Answer Asked by JOHN on April 10, 2023
Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.
Read Answer Asked by John on April 10, 2023
Q: Hi 5i,
I have a few of questions about a few tech ETF's - please deduct as many points as you think appropriate.
In comparing XIT to TXF.B I note that XIT has a better 5 year annualized return (16.03% to 7.87%) but TXF.B has outperformed XIT over the past 3 year annualized period by 10.23% to 8.38%. In addition, TXF.B pays a very healthy distribution (over 9% annually) while XIT pays none. And then finally, XIT is all Canadian and has over 75% of its NAV wrapped up in 4 names - CSU, SHOP, CGI and OTEX.
All that being the case, I wonder:
Is XIT too dependent on just a few names that are all in one geography to have the safety one expects (hopes for at least) in an ETF, both looked at in isolation and also when compared to a name like TXF.B?
XIT obviously hit it big with those 4 names (and especially CSU I'd think) but is its good return likely to continue into the future with so much reliance on so few contributors, all of which are in Canada?
Is there a site that does the hard work of comparing the actual returns of ETFs by analyzing the combination of capital gain combined with the contribution of distributions so that it's possible to get a true idea of the performance of an ETF like TXF.B with its 9% /year distribution compared to XIT's zero payout? and finally:
Between a hedged ETF like TXF vs an unhedged ETF like TXF.B which have identical holdings, which would you expect to do better over the next 3 years or so, and why? I note that unhedged TXE.B has outperformed hedged TXF over the past number of years, and I wonder if you think this trend will continue.
Thanks 5i, I look forward to reading your thoughts.
Peter
Read Answer Asked by Peter on April 10, 2023
Q: I have no International exposure to date. Can you please suggest your top three International ETF's.
Read Answer Asked by John on April 10, 2023
Q: Can I get your 3 or 4 picks for Ai stocks or ETF,s
Read Answer Asked by Scott on April 10, 2023
Q: I have an odd situation regarding capital loss on META. On a US$ basis there is a small capital gain. However, when converting to Canadian $ using actual exchange rates around acquisition dates for adjusted cost base, and using the 2022 annual average exchange rate from BoC for sale proceeds , I get a capital loss. This looks strange. I have checked several sources , and even asked ChatGPT to do the calculation. All calculation methods show results within 1%: a gain in US$ but a loss in Canadian $. Is this even acceptable to CRA? Or am I best to claim no gain, no loss? (I acknowledge of course: 5i are not tax advisors; that 5i is not responsible for whatever I report and whatever sources I use. I’d just appreciate knowing if this sort of bizarre thing does occur). Many thanks.

Read Answer Asked by Adam on April 10, 2023
Q: ATZ,CIA,FCR.UN,MTY,PD,NTR,TSU,TDM,GOOS,ECN,ALL TSE
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.
Read Answer Asked by Nizar on April 10, 2023
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Read Answer Asked by Daniel on April 10, 2023
Q: I am catching up on my reading and got to your article about Canadian Stocks that pay US dividends.

I do own a number of them. Most of them are in US accounts at my broker I guess it makes sense to have all of them on the US side to avoid loss of currency conversion.

Are there any other reasons?

Thanks

Sheldon

Read Answer Asked by Sheldon on April 10, 2023
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