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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: Good morning.

Notwithstanding FX risk, with the drop in the JEPI dividend over the last few months, if you had to choose one right now as a longer term hold, would you go with JEPI or HHL? And why?

Thank you.
Read Answer Asked by Trevor on September 07, 2023
Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :

XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate

Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek
Read Answer Asked by Derek on September 07, 2023
Q: I am an investor with a long-term view and have always oriented my investment decisions towards growth stocks. I'm retired and I'm starting to want to take less time and decision-making as I get older. I know you are not tax specialists but your answer will surely be enlightening.
I wonder what is the cheapest mode of taxable income between a capital gain and a dividend paid in a taxable account for a Canadian citizen earning less than $80,000 per year.

THANKS

Yves
Read Answer Asked by Yves on September 06, 2023
Q: West Pharmaceuticals (WST). What is your opinion about this company for long term hold?
Read Answer Asked by vipin on September 06, 2023
Q: thoughts on interest rates inflation timeline thanks
Read Answer Asked by cliff on September 06, 2023
Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff
Read Answer Asked by JEFF on September 06, 2023
Q: Winpak has been a slow growth company for many years (10 year revenue cagr 5.8%), but last year had a jump in revenue of 17.9%. They have several expansion projects underway. Do you think last year was an outlier, or with their expansion plans, is there some potential they can sustain this growth rate? What does the market expect?
Read Answer Asked by Adam on September 06, 2023
Q: I have come to accept that I will likely never convert my entire RRIF in my remaining years and it keeps on growing . ( contributing to my RRSP when I was making 25K/yr in my 20s was ill-advised ) .
Usually I am upset about losing $ in my RRIF because I can't claim the loss.
WHY. ? - it doesn't matter.
Since the government is going to get half of it anyways,
SO
What is your opinion about changing my RRIF strategy from conservative blue chip investing to higher growth /higher risk ?
Read Answer Asked by Thomas on September 06, 2023
Q: ENB has been buying back stock at much higher prices and now does a bought deal stock offering with the banks at a much lower price. Management would be far better using that money to purchase this deal they just made rather than diluting shareholders. Is this management team that effective? Looks like similar playbook to TIXT . Thoughts
Thx
Read Answer Asked by blake on September 06, 2023
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