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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: I am retired, living off dividends and distributions I receive from my CDN portfolio. For a number of years, I have put my high-yielding REITs with less tax-efficient distributions in my TFSA. I have paper losses on all of them, but it is a long-term game and they still have high yields, except H&R. Given H&R’s holdings, in a context more negative toward retail and office spaces, should I take my loss, even in a TFSA, and replace it with NWH.un, which I have in my taxable account and has a higher yield? Thanks, Martin
Read Answer Asked by Martin on December 01, 2020
Q: Are these 2 companies familiar with each other. Will NVEI have any affect on LSPD. Looks like it just public on middle of september at a very high price of over $41.00 per share and it seems like it is still climbing. Would you have any thoughts on this company i know it is to new and risky, if i can just have your thoughts on it please.
Read Answer Asked by wilson on December 01, 2020
Q: HGLB on NYSE is held by RY and couple of US banks. Yield is 16.5% Can this be real and how can they generate this large Yield.? Why would RY be interested in this fund ? Am I missing something? Is it a good LT hold for a retiree? Only a couple years old, again why would the banks buy in.? Please make sense of it.
Thanks
Cec
Read Answer Asked by Cecil on December 01, 2020
Q: I hold all of these utilities and would like to consolidate into one as a reliable dividend stream with some potential for a small amount of growth over 10-15 years (I hold in a RRSP). Which utility would you recommend to achieve this objective?
Read Answer Asked by Danny on December 01, 2020
Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill
Read Answer Asked by Bill on December 01, 2020
Q: Looking to sell cvx and move back to Canada would you see this as a good move or would the oil sector be a little safer in the US with more growth potential and less environmental negative news going forward.If you agree with selling could you give me a replacement in Canada held in a rrsp.
Read Answer Asked by dennis on December 01, 2020
Q: What consumer cyclical companies do you recommend (US or Canadian) for a long term buy/hold. More generally, what is the difference between consumer cyclical and consumer defensive categories; is it important to differentiate in a portfolio?
Read Answer Asked by Dawn on December 01, 2020
Q: Your opinion please on the soon to be Vancouver based IPO company, 'Abcellera Biotech' on the Nasdaq.
Thank you,
Dean
Read Answer Asked by Dean on December 01, 2020
Q: Hi,
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.
Read Answer Asked by Denise on December 01, 2020
Q: Please comment on the relative pros and cons for each, and rank them for purchase soon. I am grateful for your excellent service!
Read Answer Asked by OREST on December 01, 2020
Q: Hi team 5i, I may be your only member following this stock but I find it a unique and intriguing story. On July 8th they filed for CCAA/Chapter 11 and the stock traded around .80. Since then the stock has traded mostly above $1 and closed after a late run today on high volume at 1.75. I don't see any news today. I believe they will be emerging from CCAA mid-December, perhaps someone knows something?? Do you have any comments on this restructuring or can you turn up any news from your sources that I may not be able to access. From what I see, the loose leaf tea concept is a hot trend right now and these guys are the market leader.
Read Answer Asked by Robert on December 01, 2020
Q: Hi there,

What is the best way to invest in BTC and ETH, without directly investing in the crypto itself? Please suggest US and Canadian funds if possible.

Thanks!
Read Answer Asked by Michael on December 01, 2020
Q: Is REAL a candidate for tax loss selling ? Between REAL & LSPD , which one is a better buy today? Can you please comment on ZM earning , is it a buy or good to add ? I always appreciate your expert opinion. Thanks very much.
Read Answer Asked by Lai Kuen on December 01, 2020
Q: Hello 5i Team
Firm Capital Apartment REIT (FCA.UN / FCA.U) is a small cap Canadian REIT focusing on the US multi-residential market.
1 - How does it compare to the other US focused residential REITs trading on the Canadian Markets? Specifically compared to BSR REIT (HOM.UN / HOM.U), Flagship Communities REIT (MHC.U) and the closed end fund Starlight U.S. Multi-Family (No.1) (SCPO.UN)? Most of these REITs pay their distribution in US dollars and trade in both C$ and US$ on the Canadian Exchanges.
2 – Would Tricon Residential (TCN) be a better choice, even though it is a corporation (versus a REIT) and has a lower yield?
3 – Would it be better to research the US listed residential REITs and select a suitable candidate?
Thankyou
Read Answer Asked by Stephen on December 01, 2020
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