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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: Hello, split shares have dropped quite a lot recently. Most are well below the $5 threshold (DF-$3.08, DGS-$3.50, FFN-$3.52), where monthly dividends ($0.07-0.08) are distributed. Most of the companies that are being held in split shares are bank stocks and other high quality Canadian stocks.

I am trying to better understand the risks of owning split shares. I estimate the only circumstances I would not collect dividends are when:
1) the prices of the equity inside the split shares never go back to the normal level, and
2) the dividend-paying equity inside the split shares cuts and suspends dividends.

What other risks can you think of? Do you think the risk outweighs the rewards?

Thanks
Read Answer Asked by Esther on August 12, 2020
Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
Read Answer Asked by Antonio on August 12, 2020
Q: Hi,
As a South African, I have had an affinity for Gold and Gold stocks over the years. I knew about the Krugerrand when I was just a child, lol. However, I have to say that I have never really made money from holding onto gold stocks. I own KL, AGI and BTO and except for KL i am losing money on the other two. If I can’t make money in this environment of excessive money printing and low interest rates , I wonder when I ever can. Over the years, I have been disappointed with gold stocks, with a buying and hold strategy working in my disfavour and waiting 5 years to just then break even. I do have a diversified portfolio and thanks to 5 I for some of the great ideas. Your comments are appreciated?
Thanks,
Read Answer Asked by ilie on August 12, 2020
Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
Read Answer Asked by Gordon on August 12, 2020
Q: Hi 5i team, is gold still a viable hold now that Russia has announced a vaccine? I hold Kirkland Lake Gold and Franco-Nevada. Thank you.
Read Answer Asked by Steven on August 12, 2020
Q: Hi 5i,

I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
Read Answer Asked by kwokwai on August 11, 2020
Q: MKL has been described as a "mini" Berkshire Hathaway. Looking at specialty insurance sub-sector for value component of our portfolio - some growth with a margin of safety for long-term holding. Would you advise MKL or another with similar attributes for an initial position?
Read Answer Asked by sam on August 11, 2020
Q: Inflation expectations - which sectors are expected to do well as inflation picks up? Please name your top picks in those sectors.
Thanks for all your advice.
Read Answer Asked by sam on August 11, 2020
Q: Which 5 Canadian and US companies would 5i want to be holding when we get a significant market moving vaccine/treatment announcement? Tech and gold have been powerful during the pandemic but I want to make sure I am considering the right companies to add to provide balance if tech pauses and different sectors are needed for a leg higher. Your favs in each market and how/why you see them reacting to the announcement. Multiple credits are assumed.
Read Answer Asked by Tim on August 11, 2020
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