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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: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin
Read Answer Asked by Colin on January 01, 2025
Q: Merry Christmas. I'm doing some trimming in my unregistered U. S. account early in the new year. I have had a great run with both these stocks. Does either 1 have any headwinds ? Which has more upside ? Trim both, or sell 1?
Have a great new year gents.
David
Read Answer Asked by David on December 31, 2024
Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick
Read Answer Asked by Gary on December 31, 2024
Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill
Read Answer Asked by Bill on December 31, 2024
Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year
Read Answer Asked by mitchell on December 31, 2024
Q: QYLG and XYLG dropped "extremely more" than the market ( close to 16%) on December 30th ,and it seems that RYLG had about the same pattern. Thanks for any explanation..
Read Answer Asked by Jean-Yves on December 31, 2024
Q: Im a retiree in late 60's, focus on Income with a growth potential down the road.
Further to Nancy's question on Telus on its current dividend of about 8%+, and a free cash flow almost 2x of dividend, will this be a time to buy given that the interest rate is coming down, and the banks GIC is about half of this return. I have some idle cash looking for a steady return like GIC. Do u forsee any dividend cut ? Thanks again
Read Answer Asked by DAVID on December 31, 2024
Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.

Thanks for the great service
Read Answer Asked by Hector on December 31, 2024
Q: Hi 5i Team,

I'm looking at some of my losers and pondering either getting rid of the or adding to them.

DHT.UN, HMM, OTXT, TSU

With some room freed up I was thinking of starting positions in PKI and DSG

What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?

What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?

This is in a TFSA which aims to balance growth and income.

Thanks for the Great Service!

Colin

Read Answer Asked by Colin on December 31, 2024
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