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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: Speaking as specialists in Canadian small cap equity, what are your favourite Canadian and U.S. small and micro-cap equity mutual funds and ETFs?
Best regards,
David
Read Answer Asked by David on July 30, 2024
Q: Your comments please on recent M&A announcement to sell its global property tax business for $700M.

Do you like the sector right now? Please rank AIF, CIGI, APPF, CBRE in order of preference. Thanks!
Read Answer Asked by Adam on July 30, 2024
Q: Are you still emailing the market updates? I did not get the July 16 th update and cannot find it anywhere on 5i website. Where can I access this report?

Thanks
Read Answer Asked on July 30, 2024
Q: Hello, Two months ago, I wrote to inquire about why the online stock return calculator on Stock Channel Canada was no longer working and hoped you could refer me to a new one that I might not know about. Now, after a few months, I have found that the site is back up and running. I just wanted to let you know. Thank you for your years of wonderful work.

Thank you.
Read Answer Asked by Esther on July 30, 2024
Q: Hi, I am considering buying the dip into some covered-call tech funds. I was looking at a roughly equal investment in ZWT and QQCL. I'm aware of the limited upside potential of these funds but am buying for income with some capital gain (ZWT). I'd appreciate your thoughts on the possible pitfalls inherent in these CC funds. Thanks.
Read Answer Asked by Collin on July 30, 2024
Q: What is your opinion of this ETF for a current buy? It would seem that defence spending is not going down for the forseeable future. Thank you. Cheers
Read Answer Asked by Hans on July 30, 2024
Q: I am holding a lot of cash in anticipation of buying a condo in the next 6 months. My main concern is capital preservation. What is safer: short term bonds or HISAs? Assuming a significant decrease in interest rates during the next 6-8 months, would short term bonds offer a greater total return than HISAs?
Thanks!
Read Answer Asked by Grant on July 30, 2024
Q: I have these bond funds: PGF510, CVC, ZAG, XLB, along with mostly GIC's in my fixed income side of portfolio. Do these Bond funds pay interest the same as the GIC's or do they pay Dividends so I would get the Dividend Tax credit? All are in my margin account. Would any of these be worth adding to now that they have gone up somewhat? Thanks so much!
Read Answer Asked by Pat on July 30, 2024
Q: Although I realize you are not tax experts, I have a general question about holding ETF’s in an an open account. My understanding is that Canadian-listed ETF’s are exempt from the T1135 filing. So I believe HXDM, even though an International ETF, could be held in a non-registered account without any filing requirement. Is my assumption correct?

On the other hand, any ETF could be held within an RRSP without filing (eg. VWO).
Read Answer Asked by James on July 30, 2024
Q: What is your current opinion of RDVT (i.e. Red Violet)?
Read Answer Asked by David on July 30, 2024
Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again
Read Answer Asked by eugene on July 30, 2024
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