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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: Middle East. Thank you for your answer. This is a follow up to that question,
There appears to be a limited number of opportunities in the ME.
However, I understand that some of the Saudis are enormously wealthy. Given that situation is there a BX, APO, BN or BLK kind of company that would offer a positive risk/ reward?
As usual thank you for your help.
Read Answer Asked by Donald on May 29, 2025
Q: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks
Read Answer Asked by Martin on May 29, 2025
Q: Hi Peter and 5i Team,

Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?

Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.

As always, thanks for your valuable insight.

Read Answer Asked by Jerry on May 29, 2025
Q: Hi 5i Team; Please reply with two or three companies that produce natural gas, and will benefit the most from supplying the LNG Canada in Kitimat, after it begins shipping LNG?
Read Answer Asked by Conrad L on May 29, 2025
Q: Update: According to BMO Investorline, item 2) below is not an option. The CRD has a different CUSIP (59516M104) than the NASDAQ listed stock (5949181045). Apparently this is true for almost all CDRs.

Hello,
I have 60 shares of MSFT in a non-registered account, and want to sell 18 shares to raise cash of about $11,300. I have capital losses in the account to offset the gains, so there should be no net tax.
To minimize transaction costs, I am considering three options:

1) Sell MSFT directly, and then use Norbert's Gambit to convert to Cdn$
2) Convert the shares the CDR equivalent, i.e. MSFT.CA and sell that in Cdn$ (not allowed according to BMO)
3) Sell MSFT for USD and then have the bank convert the shares (~1.6% conversion loss)

Which of these do you recommend?
Read Answer Asked by Ed on May 29, 2025
Q: Curious how you think the dollar will do this year? Is it time to take some of my US ETFs and buy the CAD hedged version?
Read Answer Asked by Carla on May 29, 2025
Q: The Moneysaver magazine has a list of high dividend US companies some are limited partnerships.What are the Canada and US tax obligations for dividends received in Canada from a US limited partnership?
Read Answer Asked by Peter on May 29, 2025
Q: Greetings Folks:
Given I am 79 years of age, do feel there are better options than waiting out UNH's revival? We are currently also invested in ElV.
Thanks millions for your great support!!!!
brian
Read Answer Asked by Brian on May 29, 2025
Q: Hello
our defense Minister tells the Arms company that Canada is spending more on our military, the NATO set a goal of 5% of GDP
what Canadian companies could benefit from this move? thanks
Michael
Read Answer Asked by Michael on May 28, 2025
Q: Retired, dividend-income investor. I've been building a position in HHL for the last 6 months and am ready to add the final 10% tranche.

So, for asset allocation purposes, I can convince myself to go ahead. Add to that, the prices paid in the past (averaging $7.97) have all been higher than now ($7.18)....if I liked it at $8/share, then I should really like it at $7...right?

On the flip side, I don't trust what the USA admin is doing now. I can easily convince myself to leave things as they are now and pause buying more. Then it becomes a market timing question...sort of.

I am leaning towards sitting on my hands for a few more months. Your thoughts....thanks. Steve
Read Answer Asked by Stephen on May 28, 2025
Q: Dear Peter et al:

It is not Rocket science that Trump's not so cryptic messages on Social Media create wide fluctuations in the market. Today it centered around EU. It could be about Japan tomorrow. Who knows?!

My question is: Are these wild fluctuations in the market caused by retail investors or Institutional investors. In other words, who exhibits "herd behavior", retail or institutional investors?! Do you see any specific pattern, especially in specific sectors?
In one of your recent answers, you had warned to be cautious about Discretionary sector. Hence this question.
Read Answer Asked by Savalai on May 28, 2025
Q: Hello 5i,

Sorry to add another question on Withholding tax. If the proposal goes through, is there an advantage to hold CDR's instead of US stocks directly?

Thank you for your help.

D&J
Read Answer Asked by Jerry on May 28, 2025
Q: Thanks partly to your good advice, I have held GOOG and MSFT for some years. they are now 17% and 28% of my account. I am a senior but fairly risk tolerant. Should I reduce either or both and if so what do you suggest as replacement? Thanks Jim
Read Answer Asked by jim on May 28, 2025
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