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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,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.

In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David
Read Answer Asked by David on May 01, 2023
Q: Is WealthSimple covered by $1M insurance from the Canadian Investor Protection Fund i.e., cash and registered accounts are very safe as assets are kept separate from the management company? Thanks.
Read Answer Asked by Danny-boy on May 01, 2023
Q: This person took the words right out of my mouth, as the saying goes. Well done 5i

"Q: You have taken some heat on WELL and some other small caps, so I thought we would throw in a comment for some balance. In mid March I was thinking of taking a flyer on FRC and you were very cautious about such an idea. You said, and I paraphrase, 'we don't like stocks than can potentially go to zero'. That was enough to keep me on the sidelines. Now, FRC is down about 65% since then, and might not make it through the weekend. I wanted to thank you for your advice, and sometimes the 'don't buys' are good as or better than the buy ideas. Thank you for your service and keep up the good work."
Read Answer Asked by Ronald on May 01, 2023
Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?
Read Answer Asked by Benjamin on May 01, 2023
Q: In yesterdays webinar it was reiterated that the $540m financing package (50% from Economic Development Canada) would be finalized in early May.
Major shareholders include Sibanye Stillwater, Sprott, Lundin, Osiko as well as insiders.
Permits are expected Q2 for tree cutting, other permits in Q3/Q4, and the final permits Jan. 2024.
Why do you think Genm languishes at a $100m market cap at this stage of development.

Thank you
Read Answer Asked by JACK on May 01, 2023
Q: We have held VIG in our RRSP/RRIF accounts for about five years and are happy with the performance. It is now around 7% weighting (I know you are ok with larger ETF weightings vs individual stocks) but I'm thinking of reducing it by about 25% to bolster our underweight fixed income holdings and also to hedge against possible market downturn. My only other fixed income holdings are TLT and a couple of short term GICs. Does this switch make sense and if so what short term bond fund would you recommend if I were to make this move? Thanks for the continuing great service.
Read Answer Asked by Martha on April 30, 2023
Q: Hi Peter and Team,

My understanding from the news is that Brookfield defaulted on some buildings recently. Given the significant tightening of interest rates, the collapse of a 6th bank, and the increased reluctance for institutions to lend and drop in liquidity, how do you feel about the safety of levered companies involved in realestate and commercial realestate?

Have you looked at what obligations Brookfield has that might face mark-to-market losses? Are people confident that the assets and therefore the equity are properly valued?

The building defaults seem like a "canary in the coal mine," don't they? Developers walk away from the building because it costs more to finish it than the building is worth, right?

Thanks!

Read Answer Asked by Marc on April 30, 2023
Q: I owned shares in Arena Minerals, which was bought out by lithium Americas. What is my cost base for my LAC shares based on a purchase price of .276 per Arena share. How do I determine that? On my new statement showing the LAC shares the cost base shows as zero. I’ve never been involved in a buyout before. Thanks for the help as always.
Read Answer Asked by Bryan on April 29, 2023
Q: Envala Corp. ELA:NYSE what is your opinion on this company?
Read Answer Asked by Craig on April 29, 2023
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