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
I am wondering if your support team have considered a platform tool for members to BLOCK questions for selected ticker _ positions ?
Read Answer Asked by Brant on March 06, 2025
Q: I hold a significant position of ZWU ( less ZUT) for stability of the sector during crisis and stable dividends .ZWU holds around 40% of US stocks .In a non registered account, considering various factors: 1) NAV of ZWU is normally dropping over time 2) dividends are higher 3) no dividend tax credit for the US proportion 4) having a US proportion offers some kind of diversification : Alltogether would you consider one of those ETF a better choice for value + dividends? if not ,any ideal proportion of the 2 ? Many thanks ,JY
Read Answer Asked by Jean-Yves on March 06, 2025
Q: Hi there - between these two beaten up stocks, which would you be more bullish on? And if there is another stock that's not these two that you'd be even more bullish on, which would that be? Thank you!
Read Answer Asked by Michael on March 06, 2025
Q: I know 5i doesn't like to give portfolio weighting advice so I will approach this is a different way ..... Hypothetical situation . YOU have a RRIF with no fixed income component. You have chosen HPYT to represent that sector . You would be comfortable between "X" and no more than "Y" weighting of HPYT ..... Please solve the equation and provide a value for X and Y ? .... Thanks for your terrific service .....
Read Answer Asked by Garth on March 06, 2025
Q: Hi

I read your answer on TVE that one could slowly acquire shares of TVE during this weakness.

How about WCP? Is it interesting at these levels? Between the two, which one would you buy first today?

Thanks,
Robert
Read Answer Asked by Robert on March 06, 2025
Q: Hi, can you please comment on their recent quarters?
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.

Cheers,
Steve
Read Answer Asked by Stephen on March 06, 2025
Q: Regarding the superficial loss question that V asked on March 5, in his case since they bought the stocks on Feb 3 and sold at a loss on Feb 10 ( i.e. less than 30 days), would it imply superficial loss by default?

Maybe they could buy the same stock again and adjust their ACB? What would be the rule that apply in this case regarding ACB adjustment, number of days, etc... ?
Read Answer Asked by Anca on March 06, 2025
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!