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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: In my open (unregistered) account, I currently own VGRO and am looking to invest some funds in ETFs . What is the difference between ZLU and ZLU.U? How would your rate the above ETFs for growth over the next 5 years? Do these ETFs hold similar investments (stocks, bonds, etc)? If I invested in 2 ETFs, which ETFs would be complimentary? Can you suggest similar ETFs with better growth potential in the next 5 years? Thank you
Read Answer Asked by Don on November 24, 2023
Q: Hello Peter,

Would you be a buyer in the cons. discretionary sector at this time? Any suggestions?
Also between ANF TJX and ATZ which would you prefer to buy at this time? Or would you not buy either ?

Regards

Rajiv
Read Answer Asked by Rajiv on November 23, 2023
Q: Hi I am thinking it's time to sell BNS, would it be better to choose another bank or deploy funds to another sector to gain some growth & dividends for a long term holding? Suggestions on other stocks please.
Read Answer Asked by Kimberely on November 23, 2023
Q: I own a couple of banks, SLF and MA in my financial allocation. Thinking of adding GSY or BN. I know there different in size, but GSY probably offers more growth.

Would you be comfortable adding GSY with a 3-5 year time commitment, or is BN the better choice?
Read Answer Asked by Gregory on November 23, 2023
Q: My question yesterday did not seem to go through as it did not show up in "My Questions".
In reading your newsletter "What Investments to hold in your TFSA or RRIF" - I hold the above 4 ETF's in my TFSA and was wondering if they should be in this account?
I interpret your information as they should not be in an TFSA.
Thanks
Read Answer Asked by Terry on November 23, 2023
Q: Hi, my question is which etf to buy in the Sprott precious metal group? I’m selling my bullion and buying a etf. I can buy gold, gold and silver, platinum and palladium or uranium.
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks
Read Answer Asked by Brad on November 23, 2023
Q: Hello 5i advisors, these are the 5 US stocks causing me pain this year; i feel that all are basically good companies with room to run; (DEA, of course a Reit), I know that SHLS has received an inadequate supply and that they are litigating about that, and that they swung to a loss on last earnings; I don't know how large that issue is in terms of their revenues, profits, liability. Please rate these as buys, holds, sells from here and, for the holds, how much patience may be needed and how much upside you see. thanks
Read Answer Asked by Valerie on November 23, 2023
Q: RIF account looking for consistent income and some growth
Getting the feeling we are at or nearing the end of rate hikes (CDA and US). However, I'm also feeling we are in for a longer period of higher normalized (current) rates
Question: Is long term bond XLB worth holding on in the higher for longer environment? I'm contemplating a switch to equity and BIP.UN (preferring the currency diversification). Your thoughts on rates and the switch
Read Answer Asked by Harry on November 23, 2023
Q: I have held shares in Fortune Minerals since 2012. It has been a dud and it is worth almost nothing now. Last year, the Canadian Federal Government said they were offering money to accelerate the production of critical minerals like cobalt, which Fortune Minerals will produce if they ever get their project underway. In May, Fortune Minerals said it is working with Rio Tinto to develop technology to expand production of cobalt and bismuth. Maybe a good sign, but the whole project is moving so slow! And they need cash! At this point, would you take the tax loss or continue to hold? Also, if you had to pick either Fortune Minerals or Upstart for tax loss selling, which would you choose? Thanks.
Read Answer Asked by Kim on November 23, 2023
Q: Hello, I have a mortgage renewing in the next 2 months. Currently, my bank is offering a 3 year fixed 50 bps (0.5%) lower than a 5 year variable. The 4 year and 5 year fixed are only about 25 bps lower than the 3 year fixed so I don't think those are good options.
I'm curious to 5i's thoughts on where interest rates may go in the next 1-3 years? (I'm leaning to the variable as I think the BOC is going to have to cut rates over the next 2 years).
Thanks,
John
Read Answer Asked by John on November 23, 2023
Q: peter,have you ever given any thought to starting a u.s. dollar growth portfolio or u.s dollar tech portfolio.,or a combination of both. you and your staff seem to own many u.s. equities and many questions are about u.s. stocks. furthermore a dollar made in u.s. equities is worth about 1.40 to your members who i think are 99% cdn, of course the reverse is true re losses.personally i only buy u.s. equities, i gave up on cdn equities, other than oil and the banks most are illiquid.
Read Answer Asked by david on November 23, 2023
Q: I am an income investor. I believe that umax and zwu are similar.

Would umax (14% yield) not be preferred to zwu at 8.2%

Same for qmax (11.8%) vs. txf at 8.3%

thank you for your comments

Read Answer Asked by JACK on November 23, 2023
Q: I have the above ETF's in my TFSA and am wondering if these belong in a TFSA? On reading your newsletter "Investments to hold in your TFSA" , I interpreted this to mean they do not belong in the TFSA. Am I right?
Thanks for your response.
Read Answer Asked by Terry on November 23, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
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