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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: There is an article in today's G&M "trump's new bill threatens major tax increases for Canadian companies". Could you comment generally on how this may play out in various ways and sectors. And specifically to PRL, SLF, BAM, CSU, CLS and ENB.
Thank You and please deduct accordingly.
Tim
Read Answer Asked by Tim on May 26, 2025
Q: Your opinion as to the future prospects for BTQ Technologies Corp
Read Answer Asked by Edgar on May 26, 2025
Q: Just read this in Globe and Mail - Canadian individuals who own U.S. securities directly are subject to a 15 per cent withholding tax rate under the current treaty. Under the new bill the withholding rate could ultimately rise to 50 per cent.
If you were me, what would you do???......tom
Read Answer Asked by Tom on May 26, 2025
Q: What do you make of the news that QIPT has an offer to be taken private by Forager for $3.10 USD. What are your thoughts on its trading at $1.80USD..... the market clearly does not think this is going to happen or that a competing offer is likely. What is Qipt worth and does it make sense to hang on to see how this plays out?

A long suffering stock holder

Read Answer Asked by Scott on May 26, 2025
Q: Long-term rates in the US are reaching above-average highs. Am I wrong to think that these rates are unsustainable in the long run and therefore they have to eventually come down? If this thesis is correct, doesn't that make TLT an excellent buy now? You are paid to wait and know that you will get your money back someday.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 26, 2025
Q: Hi 5i, thanks for the Market Update report today. It would be great to redo this employment analysis breaking out public (government) vs private (taxpayers) jobs. Thx.
Read Answer Asked by Christopher on May 23, 2025
Q: Hi Peter and 5i Team,

Just a followup to my question about ETFs that focus on long term and mid term Treasury bonds, are there any ETFs that focus on Canadian Treasury bonds, or are the ones that you suggested (TLT, SPTL, VGLT, IEF), the best options?

Thanks again for your great work!
Read Answer Asked by Marvin on May 23, 2025
Q: I purchased these with a view to moving away from equities. I am retired and interested in dividend income. While capital appreciation would be nice, ensuring limited capital losses is more critical. I'm getting a healthy monthly income from all 3 but based on recent adjustment by RBC Direct it seems some of that is ROC ... so it's an inflated dividend percentage as it is clear capital is eroding. Seems like I may have made a mistake ... down about 7% as I sit today since I purchased. When you consider ROC I'm down over 10% on my original purchase price. Not the end of the world, but what is it going to take to get the share price moving back up for these 3? Would you continue to hold ?
Read Answer Asked by Randy on May 23, 2025
Q: Good morning. I currently own the above 4 ETFs in the following shares of my portfolio:
ZDI: 9.56%
The combination of ZDY, EQL and EQLI: 15.9%
I have some other US positions while ZDI is currently my only ex North American position.
ZDI has been performing very well YTD with +13% total return (per my purchase cost) while The US EYFs are lower than 0% total returns.
Do you currently see the European momentum building or continuing ? And if so woul it be worth it to flip some of the US ETFs over to ZDI or any other ex-North America ETF ? THank you.
Read Answer Asked by Roger on May 23, 2025
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!
Read Answer Asked by Walter on May 23, 2025
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
Read Answer Asked by Karim on May 23, 2025
Q: Hello 5i,

With the USA facing a Trumponomic meltdown, do see an advantage of purchasing CDR's for US stocks today?

What is the recommended % of a portfolio for Canada, USA, Europe, International, and Emerging markets. It looks like a little more global diversity may temporarily dent impacts from USA rhetoric and threats.

Thank you
D&J
Read Answer Asked by Jerry on May 23, 2025
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Read Answer Asked by JEFF on May 23, 2025
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