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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: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?
Read Answer Asked by Gerry on January 26, 2022
Q: I have been looking into HCAL lately as an alternative to buying Canadian bank stocks directly. I'm aware that it uses a little bit of leverage and possibly some covered call writing to increase returns and am comfortable with the increased risk. I noticed that it appears to rebalance its holdings quarterly moving 80% of the funds into the 3 most oversold banks. I'm assuming that this would create a fair amount of capital gains each year within the fund. Would this create a capital gains for the holders of the ETF at year end or would the holders only claim the capitals gains once the ETF is sold? If so would this be better held in a registered account? Additionally a portion of the distributions would be due to dividends from the banks. Would this portion of the distributions count as eligible dividends for the holders of the ETF?
Read Answer Asked by Wendyl on January 26, 2022
Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.
Read Answer Asked by Patrick on January 26, 2022
Q: Hello,

With a five to ten years time horizon, what are your top five US tech stocks?


Thanks!
Read Answer Asked by NAIM on January 26, 2022
Q: good evening,

I have tax losses that I can harvest on these 2 companies but, I don't want to miss the boat if the market turns. What are the best proxies you can recommend or should I hold?

Thanks!
Read Answer Asked by Denis on January 26, 2022
Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike
Read Answer Asked by Michael on January 26, 2022
Q: Hello 5i Research team, not a question, more as a follow-up to your response to Sheldon's question earlier today about Park Lawn: I would like to mention that I believe a major factor that has allowed funeral homes to perform well in 2020 and 2021 is the COVID surcharge ($500+) imposed at each funeral in many jurisdictions for the additional sanitation measures required due to the pandemic. The profit margin on this surcharge seems to be quite generous in my opinion... Publish if you think this information can be useful. Thank you for your collaboration, Eric
Read Answer Asked by Eric on January 26, 2022
Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?
Read Answer Asked by Patrick on January 25, 2022
Q: Hello Peter & Team,

MG is showing a P/E of 16.85 yet the PEG is a -2.64 meaning that the company is losing money or that the estimated growth rate for future earnings is negative, indicating that the earnings of the company are expected to decrease in the future. Have I read this/interpreted this correctly? And if so, is MG a company we should be staying a clear of right now? Or do I have this all wrong?

Thanks for all you do

gm

info sourced via MSN Money
Read Answer Asked by Gord on January 25, 2022
Q: Can you comment on CIGI's Basalt investment and your opinion on their outlook? In light of this, which would you prefer between CIGI and FSV? Thanks.
Read Answer Asked by Michael on January 25, 2022
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