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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 recently read a short article on CDR’s on the NEO exchange designed, by CIBC, to gain access to American companies without worrying about currency exchange. What is your take on CDRs and how does one access them?
Read Answer Asked by Lloyd on October 31, 2022
Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!
Read Answer Asked by M.S. on October 31, 2022
Q: In tuesday's globe and mail, Tom Czitron recommeded buying mid term (5-10 year) federal, provincial government, and corporate bonds because they seem to be in the sweet spot between lower risk and higher opportunity, especially if inflation declines and economic growth wanes.
1. Do you agree?
2. Can you recommend names of bonds that fit this bill?
3. please indicate order of buying (best to worse), if any.
thanks
Read Answer Asked by Mary on October 31, 2022
Q: In January, regarding the above to companies, you stated "We don't like the valuations in the sector (especially RIVN, LCID)..."
My question is, after a significant drop in both, and the requirements for European countries to move into EV's in the coming years, is it reasonable to take a small position in one or both to sit on the shelf for 10 years. Is there another co (next to Tesla) that might be a better "shelf" stock. Thanks!
Read Answer Asked by Kim on October 31, 2022
Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!
Read Answer Asked by diane joan on October 31, 2022
Q: These two "inflation-protected" bond ETFs turned out to be extremely disappointing investments. I don't know whether it's poor investment strategy or some other factors, but these two ETFs didn't provide any intended inflation protection, they behaved just like all other bond ETFs dropping like a cannonball when FED raises the rates. In response to my question on Sept 23, you mentioned that increased distributions may provide some comfort here, but both ETFs decided to cancel October dividend, so stated yields are completely meaningless now. I hold these two in taxable account, do you suggest to continue holding them hoping for a recovery or just to sell them both for tax loss and replace with some other bond ETFs that have better recovery potential? If it's the latter, what replacement would you suggest for STIP and for TIP. Thanks.
Read Answer Asked by Michael on October 31, 2022
Q: Hello 5i,

I currently have some capital to deploy and I am looking to increase my exposure to the industrial sector. I have been watching ATA & CJT as potential candidates. What do you believe would be a good entry point for these stocks? Are there others you could recommend in the sector that would have better prospects?

I have a high risk tolerance and I am looking to hold these stocks for 5+ years.

Thanks again for all that you guys do.

Greg C.
Read Answer Asked by GREGORY on October 29, 2022
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