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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 suggest 10 best (sleep at night) low risk, monthly/quarterly income, tax efficient, Canadian etfs. Monthly preferred but not essential. Held in non registered account.
Read Answer Asked by Craig on April 29, 2024
Q: Re: Capital Gains Inclusion Rate 66% within Corporations after June 25, 2024 (no tax integration with personal gains exemption on first $250 K)

Given the choice and all else equal, would it make sense to trigger capital gains within a Corporation portfolio, before June 25, 2024 and conversely, trigger losses after June 25, 2024? This is also part of a rebalancing exercise that I was planning anyway. There is no rush, financial need, or cash flow issue.

(Disclaimer to take pressure off you: Market prices fluctuate, investment decisions should not be based on tax considerations alone, and complex decisions should be done with financial advisor, accountant, etc).
Read Answer Asked by Alfred on April 29, 2024
Q: Hello 5i team,
I currently hold Telus and was thinking of switching to BCE since the dividend is larger. It seems telcos are not doing well over the past few years and was wondering what you think may be the cause of this? Also I was thinking that BCE is at a 10 year low and may be hitting a bottom, so there would be a better chance at appreciation as well as the dividend.

This is also to simply having a telco in my portfolio for exposure and it looks like BCE has a better chance of improving than Telus (TIXT is probably dragging it down).

Thank You,
Andrew
Read Answer Asked by Andrew on April 29, 2024
Q: I am trying to track down a pipeline company someone recently mentioned, along with enbridge and others. It trades at less then $1, and has dropped in price considerably in one year (maybe 42%). I think the ticker starts with T, and has a sister company that deals with diesel fuel. If you know of it, do you have an investment opinion of it?
Sorry for so little info to work with.
Read Answer Asked by Phil on April 29, 2024
Q: Hi, l have some cash to deploy in my cash account. I have a full position in ZCN. Thinking of buying full position in BRK and also VEQT full position.
My question is for a conservative investor 65%safer, 35% conservative growth.Would this be too much overlap of similar positions and sectors? Do you have an alternative? Thanks
Read Answer Asked by Brad on April 29, 2024
Q: Hello,

What are your favourite US small and mid caps. And what would be your ranking for putting money to work?

Thank you!
Read Answer Asked by James on April 29, 2024
Q: At present valuations,would you rate any of these companies a buy and,if yes,then your order of preference.Thanks.
Read Answer Asked by Maurice on April 29, 2024
Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!
Read Answer Asked by Duane on April 29, 2024
Q: Greetings 5i
I have a couple of follow up questions to yesterday’s question regarding a US replacement for vbal. You suggested a combination of spy and a bond fund. What would be an appropriate bond etf for this strategy? I imagine you would be indifferent between spy and voo for stocks? Is there any way to calculate the tax hit in a non registered account. Currently I have non dividend paying stocks in this account to avoid withholding tax. But, i guess if you follow this strategy you have to take the tax bite as part of the package.
With appreciation
Read Answer Asked by joseph on April 29, 2024
Q: I am looking for a silver explorer with an established resource about to go into production. I would also like it to be a large resource and in a safe jurisdiction . A tough question I know but a lot of the silver companies seem to have problems other than PAAS which I already own ,just looking for something with a little more torque.
Read Answer Asked by lynn on April 29, 2024
Q: Dear Peter et al:

PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)


This is a general question and not personal!

If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?

IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)

Many thanks.


Read Answer Asked by Savalai on April 29, 2024
Q: During the weekend and overnight, I notice the value of my portfolio often fluxuates. Just curious: does this reflect aftermarket trading and/or currency fluxuations? Thank you.
Read Answer Asked by Maureen on April 29, 2024
Q: Hi 5i,

I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
Read Answer Asked by Jim on April 29, 2024
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Read Answer Asked by Toge on April 29, 2024
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