Investment Q&A

Q: Hi 5i
There are some tenured investors behind the answers at 5i so I wonder how the question of taxation is view.

I have always considered taxation something to avoid where possible (buy and hold) and have worked to find strategies to delay taxation (Registered accounts).

How should taxation fit in the thinking of a long term investor trying to grow wealth and cash flow to enjoy life?

It obviously matters. But in the long run except to keep activity low, there seems to be little an investor can do about it.

Dave

Q: I have just learned of this new Canadian bank ETF. It looks good but it is difficult to find anything to help form an opinion. What are your thoughts?

Thanks,
Doug

Q: Could you please help me understand the dividend yield that is calculated for ZIM. Your company profile shows its last price at $72.34 with a dividend of 17.00 and a yield of 94.001. It seems that is calculated assuming that dividend is paid for the next 3 quarters i.e., (17.00 x 4)/72.34 = 94.001%. Seems pretty (too) good to me BUT before the 17.00 dividend they paid 2.50 in December (as near as I can tell with my limited tools). Do you think it is reasonable to assume that ZIM will pay 17.00 in the next 3 quarters? Do you like the stock? Thanks again. Dan

Q: Hi guys I am thinking of buying 10.000 shares of dfn but don,t know the difference between the two . could you please explain and which one would you prefer , thanks again

Q: What is your current view on Bausch Health Companies? It looks like a good price now. Or, would you prefer any of other names in health care now such as PFE, LLY or JNJ? Already hold ABBV and MRK.

Q: TH TMX

Any Hope for this company. / Should I move on /Your comment on last quarter please. Thanks RAK.

Q: I currently own TSM and am down a bit as are many of the tech stocks this year. This company had a very good earnings report and provided very positive forward guidance in their last ER report. As well they have a large moat as one of the leading foundries in the world. In short there isn't much not to like in my opinion. However, there always seems to be some question as to when, not if, China will attempt to move on Taiwan similar to Russia and the Ukraine which would have a profound impact on TSM as a world leading semi company given the propensity of the Chinese government to heavily regulate companies in their jurisdiction. Also if TSM became a Chinese company there is also debate as to delisting Chinese stocks on the US stock exchanges if they don't meet the SEC reporting requirements. All speculative at this point I understand.

I am wondering about your thoughts on whether a company like Micron (MU) in the US might be a safer alternative given the current direction of the US government to produce products at home like semiconductors, and the potential for government assistance as well. I also own Nvidia so are they too similar to MU and I should add to NVDA on pullbacks or put some in both?

Q: Please list preference in order of preference for an rrsp at today’s prices.

Q: Hello,
I own these 2 stocks. If the US-SEC delists Chinese stocks, will I be able to sell them, and will the value be close to current value or "zero" ?. Do you recommend to exit now?
Thanks
Carlo

Q: Can you suggest 2-3 Reits for a RIF considering timeliness, safety, dividends and modest appreciation.
Thank you

Q: Regarding Ivan's Mar. 28 question about these ADR's: They are all UK domiciled corporations, and the UK has no tax on dividends. Therefore there is no dividend withholding tax, even in a non-registered account. This is one of the reasons I prefer to hold ADR's of UK-headquartered stocks for foreign content - I currently can't make use of the foreign tax credit. (BTI is another one.)

Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.

Q: thoughts on quarter

Q: This is a comment more than a question. I find having a lot of US stocks in my portfolio dampens down the volatility. On bad days in the market the flight to safety strengthens the US dollar against the loonie and in good days the exchange rate goes against me the other way and reduces the contribution of my US equities. Over time I find my return is about the same but I sleep better on the way.

Q: Regardless of sector/ size, which order would you begin long term positions in these companies? Thanks

Q: In a recent response to a question you said that the payout ratio for NWH.UN exceeds 100%. Is this a reason to sell?

Q: What ETF funds you would recommend

Q: Can you recommend an ETF for green energy minerals?
Thank You

Q: Further to my question about the Omega 1 engine; what automobile company do you think is the most likely to adopt this new technology?

Q: I know the drop in gross profits this quarter was an unwelcome surprise - down 20% after earnings release. Management calls it atypical issuesThe question is, do you think this is a bump in the road or is it a chronic issue in the business plan. They seem to have huge back log, they map out very bright future revenues... what are red flags here? Is this a buying opportunity?