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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 need to fund my annual RRIF withdrawal soon. Of the 5 companies listed, could you please arrange them in order of which to sell considering future upside possibilities?
Thank you.
Read Answer Asked by Maryon on November 14, 2023
Q: Another tax loss question. Currently down 19% on EIF and 11% on NPI in a non-registered account. (Interesting to note analysts are giving both 'strong buy' recommendations.) First, EIF. Would you sell, sell and repurchase, or stand pat? And if your recommendation is to sell and repurchase, would you repurchase before year end or wait 'til the new year? With regard to NPI, would you sell and repurchase? Stand pat? Or replace it with something like H? (BIP and BEP already held). The goal with both stocks is income with some growth. Thank you.
Read Answer Asked by Maureen on November 14, 2023
Q: if one Canadian person has ,say $ 1,000,000 invested with 10 DIFFERENT institutions, is the whole 1 mil covered by CDIC and FSRA insurance
Read Answer Asked by george on November 14, 2023
Q: Sorry I missed the Canadian ETF in the list below in my question. Thanks,


While there are specifically growth-focused ETFs, we think if one is using an all-equity portfolio (for three of four ETFs) then enough growth is embedded anyway. For a 'one stop shop' we would suggest:

Canadian:

US: VFV

International: VIU

Bonds: XBB
Read Answer Asked by Gregory on November 14, 2023
Q: Hi 5i,

Looking to maintain and potentially expand exposure in my portfolio in the auto industry. Currently have held BWA for 3+ years and feel as though I could be putting this capital to better use elsewhere. Would you be able to recommend any alternatives?

I am not interested in investing in a direct manufacturer like FORD/GM/TESLA since I have no idea how this EV market shift will go. Feel as though the suppliers would be a safer bet.

Thank you,

Greg C.
Read Answer Asked by GREGORY on November 14, 2023
Q: I was thinking about selling CS:CA and buying LUN.CA. I understand you favour LUN, but I was wondering with CS Manteverde Development project coming on board, Q1 of 2024, does that change your view. ALSO, where does LUN have their mining projects compared to CS.
Read Answer Asked by Earl on November 14, 2023
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
Read Answer Asked by Tom on November 14, 2023
Q: I have heard mention made, generally negative, of "external management" in reference to income trusts. I am curious about your expert opinion on this subject with speciic reference to DIR.UN and CSH.UN.
Thank you for your thoughts, Bill
Read Answer Asked by Bill on November 14, 2023
Q: I am looking to simplify the management of my RRSP and my wife’s RRSP by shifting from stocks to ETFs. I’m thinking that it would be easiest to manage if I have 1 ETF for Canadian Equities, 1 for US equities, 1 for International Equities and 1 for bonds/ fixed income.

We have a 10-15 year time horizon so ETFs with a growth orientation would be preferred.

Thanks
Greg



Canadian Equities
US Equities
international Equities
Bonds/ fixed income

Read Answer Asked by Gregory on November 14, 2023
Q: I was very successful with my investment in Kirkland Lake Gold a few years ago, and I wonder if any of that success will rub off on these two junior golds, due to their connection to KL.

KRR just reported decent quarterly results, and I like the fact that Tony Makuch, the former CEO of KL has recently joined the board of KRR. I believe that Makuch played a major role in the success of KL, and I was disappointed when he was kicked out at AEM, probably because of a culture clash.

Eric Sprott has recently made a big purchase of NFG shares, to add to his already big holding. He also played a big part in the success of KL, I believe.

I'd be very interested in your take on these two companies.
Read Answer Asked by Jack on November 14, 2023
Q: I have a small position in BTO and was considering adding to the position or alternatively, for some diversification, buying OR. While BTO pays a decent dividend, it doesn't seem to be gaining any traction in current markets. What is your opinion for a 2 to 3 year hold?
Read Answer Asked by Rick on November 14, 2023
Q: I have cash in my TFSA and am thinking the above stocks will experience tax loss selling pressure and I can add to my existing positions at attractive prices for long term holds.
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
Read Answer Asked by Bruce on November 14, 2023
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