Investment Q&A

Q: Can I get recommendations for the following:


Best Europe ETF (cad listed)

Best Emerging Market ETF (cad listed)

Just vanilla etfs, though would like a dividend

Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Q: Could i have your analysis of this company- expected growth , profitability and balance sheet metrics. They have a great sports property but is it a good investment here?

Q: Is Goeasy a buy at today’s price? It seems like a very generous dividend. Is it safe?

Q: Could I get an overview of this company? CEO just made a large share purchase. Do you feel it’s investable? Thanks

Q: There was a recent question about BOXX. Can you provide a bit more detail….what sort of cost (MER etc) is involved? Is it fairly liquid? can you hazard a guess at its current rate of return? An HISA is currently paying 3.9%….is that comparable? Many thanks

Q: HI Peter,
Would you continue to dollar cost average into Dollarama at $164+? Or do you think it's fully valued? The investing site I use for company historical data shows the current PE as 38.3 (high) and in between the 38.3 and 20.9 for the last 10 years. The forward PE for the next 2 years as 36.3 and 32.5. We've been slowly DCAing and it's worked out OK thus far. Thanks for stellar advice during these tumultuous times.

Q: What is your current opinion on TXN? Seems to be struggling.

Q: Hello, I have some US cash in my US TFSA, can you suggest a good place to park cash for the short term (1-2 year) needs given the current environment with tariffs etc ???

Q: Hi...

Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.

thx, M

Q: Today's guest on BNN mentioned that MLF has exposure to China and posable head winds and prefers PWO with a higher div. your view please.

Q: Hello I am new to 5i (one week!) and am really enjoying the Q&A as a learning opportunity. I use one of the banks to invest our personal retirement funds (ie we don't have company pensions) and am keen to learn to self invest.

As a 60 yr old I have recently started an incorporated and am wanting to invest my incorp dividends appropriately. I have invested about 20% of my available funding and have a high cash position at present.

The information I have gleaned online is that a an incorporation should invest accordingly:

Corporation:

1. Corporate Class Mutual Funds/ETFs
2. Broad market ETFs (stock and bond ETFs) *capital gains only taxed when sold, reducing annual tax drag. Be mindful of whether dividends or capital gains.
3. Canadian dividend stocks (eligible for dividend refund mechanism)
4. Growth stocks (Capital gains taxed at 50% when you sell) but no Dividend reduction management benefits compared to Canadian dividend stocks.)
5. Investment Real Estate (Rental income is considered passive and taxed at 50%. Can reduce small business tax rate eligibility if passive income exceeds $50K)

The online information also indicates that incorporations should not invest in:

1, High Interest Savings accounts and GICs
2. Foreign Dividend Stocks and REITS
3. Actively managed mutual funds

As well - I have completed your portfolio questionnaire which tells me that I am an Alpha Balanced Investor. This happens to align with the personal portfolio that I hold for our retirement which is invested 70% in equities.

Based on the guidance you have been providing in the past week, I feel it is time to start $ cost averaging for my incorporation funding. I believe that my husband and I can live off of our personal portfolio and do not need to pull $ out of the incorporated for 3-10 years.

Given that my current interest is to starting investing my incorporated revenues, can you please recommend the selections?

I understand that you cannot provide personal recommendations. However, I suspect there may be additional members who have set up their own businesses recently and can benefit from a tutorial and investment recommendations. Thank you !

Q: Does the combination of its recent stock price declines and today's apparent negative reaction to CPX's acquisiton provide an attractive entry point?

If not at the current price, is there a price you would consider attractive or would you prefer FTS, other utilities or an ETF?

Thanks

Q: Thoughts on todays acquisition please.
jerry

Q: Which of these would you suggest for a long term hold and why?

Q: Hi guys,

When you added wpm to your balance portfolio, I purchased 3.5% (thank you). Would you be ok to up it to 5%. Also, what would be your ideal % for gold stocks inside a balance portfolio?
Thanks
Jim

Q: Good Morning
Your thoughts on WELL’s quarter? Looks messy, does this change your outlook?
Thank you

Q: Good day, 5i,

Where do you think we are in the current market cycle for gold? How close to the peak (Hope, Optimism, Belief, Thrill, Euphoria)? And why?

Thank you.

Q: Hi, I have 20 CSU.WTS . The company that I'm transferring my investment account to can't hold warrants. An option is to just delete them, as they have no value now and I assume they're not worth that much. Could you ball park their future value? I could also jump through hoops to find a way to hang on to them.

thx, Mark

Q: If Brookfield companies would have to start paying their fair share of taxes to Canada (with possible new leadership) instead of avoiding it because of their Bermuda base tax heaven , would Brookfield still be worth holding?