Investment Q&A

Q: Is there a Canadian Co. that might benefit from the proposed Infrastructure spending that U.S
President Biden is planning for the U.S.? Would this Co. have to be listed on both the Canadian & U.S. Exchanges? I want a stock that qualifies for the Canadian DTC. I find BIP.UN & BIPC a bit baffling. Last March, BIPC was created & I thought it was supposed to mirror BIP.UN but as of last Friday there was a $20 difference between the price of the two stocks. When I look into BIPC which I would prefer because of the DTC, most of its holdings are in Brazil & the U.K.
Thank you: Jerry

Q: Peter; Can you comment on the acquisition today? Thanks.
Rod

Q: Would you still be adding to CRNC if I watched it instead of jumping in and could you highlight the opportunity/risks. I do own Hyre and wondering if you could comment pls on the new partnership? (market seems pleased)

Q: Hi,
What would be a good entry point for AT?
Thanks

Q: Peter/Ryan, can you comment on what's going on in the market re: the Hedge Funds and shorting news. Can this be harmful to us regular small investors who are just trying to grow there investments. Should we be doing anything to avoid any trouble, like locking in our gains and selling. Thanks

Q: I read REAL Matters financial results and your response to an earlier question. The growth in all areas seemed extraordinary so what is contributing to their EPS misses the past two quarters? The market reaction both times has been to significantly push the share price down?

Q: Hello 5i Team,

Thanks for all your excellent suggesstions/advice in the past and have made good returns.
The current allocation for ZIN in my RRSP is 3.5% and the value has increased by 25%. I was wondering if it is prudent to sell ZIN now and buy XGI so that I can DRIP and add the profits from ZIN to VUN.

Q: Both of these vaccine stock are having huge gains today, Jan 29, especially Novavax on it's very good 3rd trial results. Would now be a good time to enter with the whole world needing more vaccines and these two have confirmed their efficacy? Or still too speculative? Thanks for your timely guidance.

Q: Good day ,
Please comment on recent quarter .
Thx
Mark

Q: Is it possible to create a list of USA and CDN stocks that are heavily shorted if not is there a site that you can refer to?

Thanks for the great service

Q: Hello. I am looking for an investment opportunity that aligns itself with sustainability and the environment. I am a conservative investor with a time horizon of 10-15 years. What are your thoughts on NEI Environmental Leaders Fund? Would you have other suggestions instead? ETF’s? Stock? Other mutual fund? Many thanks for your insight and guidance.

Q: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan

Q: Hello -
I have a concern about the grossing up of Canadian dividends (non registered account) affecting my OAS when I reach 71. By that time I will be forced to RRIF, I'll have my CPP, and I also have a company pension that I will be drawing from prior to that.

I know you are not tax experts, but wondered if you see anything wrong with my thinking here. I am leaning more towards lower paying dividend paying blue chips in that non-registered account. I already have ATD.B and CNR. Are there any other quality Canadian companies that you are comfortable with in this "lower dividend" category?

Alternatively I was thinking I could "swap" some investments. i.e. have more Canadian dividend payers in my RRSP and have my emerging market ETF's - ZID and VEE - in my non-registered account. Do you think this is worth considering?
At least those dividends would not be grossed up. Although the trade-off is that you lose the dividend credit.......sigh.

Q: Hi, US president wants to move to an al-electric federal vehicle fleet, above stocks can benefit from this policy? Can you recommend stocks will benefit from his policy?

Thank you.

Q: Looking to unload my position. Doubled my money not including dividends. But just wanted your thoughts on the stock. Balance sheet, outlook for US regional banks, insider ownership and lasts earnings call impressions. And maybe an overall grade if you guys ended up looking at it. Thanks.

Q: what is your opinion on canoe - above - is the distribution suststainable? and is any of it RETURN OF CAPITAL THANKS - KAREN

Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice

Q: Do you know an ETF focusing on North America transportation sector ... railways, trucking companies, delivery companies etc?

Thanks.

Q: Hello 5i,
I have $21,000 in XSB and the same in XLB. Should I sell these and just get ZAG or does it really matter and stay as is?

Q: Up until now I've only invested in canadian dividend stocks and ETFS in my non registered to take advantage of the favourable taxes on dividends. My RRSP and TFSA are balanced across all asset classes. But now that my non-registered account is growing, I'm thinking about adding the other asset classes in. Are there any kind of bond etfs that are more tax favourable for a non-registered? And what about US and Intl etfs... any that are more tax favourable?