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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: Dear 5i,

This is where you guys are worth your weight in gold!
I looked on the investor area of their web site and found very little information.
Where can I find more detailed breakdown of their financials?
What percentage of shares does Brian Baulmer actually own?
It looks to me like he is just the celebrity marketing face of the company and provides
some consulting on the side.
Can I also get your thoughts on this company?

Read Answer Asked by Ian on October 30, 2019
Q: Hi Everyone at 5i ...me again. I have a non registered account with the following breakdown: 60% GICs ( because this is my retirement money and I am conservative and I know that GICs in a non registered account are a losing proposition as far a inflation etc. )..10% XHY/CPD.....and 30% stocks..BMO, ZUT, ZWE,BNS,BCE,BAM.A,BEP,UN,BPY.UN,CCL,CAR,ET,FTS,GSY,HR.UN,KXS ,NTR,OTEX,PEO,QSR,SLF,T,TD,VFV,WSP. Now to my question....I am generating $30,000. Combo dividend ( a larger percentage ) and interest income . I want to increase this but at a lower risk. .I would like to extract 150K from the GIC column and produce a higher level of dividend on these monies, but yet, keep things as conservative as possible ( this is called having your cake and eating it too.) What would you suggest?...I thought I might divide this between XBB, CPD or....your suggestion. Thank you for your help, Cheers, Tamara
Read Answer Asked by Tamara on October 30, 2019
Q: I bought recently shares of ITP and BPY.UN on the TSE(both companies pay their dividends in US dollars). and naturally paid for the shares in CAD. this morning I asked my broker to journal these shares to the US dollar side of my cash account in order to collect the dividends in US funds he said since the shares were bought on the TSE all future dividends would first be received in Canadian dollars and would then have to be converted to US dollars each time they were paid regardless of the fact the shares were to be held on the US dollar side of my cash acct he said the only way I could have avoided the exchange cost was to have bought these 2 companies on a US exchange! am I getting the correct advice from this large national brokerage firm?
Read Answer Asked by richard on October 30, 2019
Q: May I have your current thoughts on Alantica Yield? Have they reduced their debt load since your February review of the company? I suppose as a utility like company they can carry more debt due to their steady cash flow. On the other hand recent experience with ALA has taught us that utility like companies can still get into debt problems! 6.9% dividend yield seems to be implying that the company is entering either the danger zone or becoming a great buy - not sure which. Gordon Pape recommends the stock in todays Globe. We already own AQN, BEP.UN and ALA to a 6.5% weighting. We could make a purchase of AY and bump our weighting up to 9%. We wouldn't go higher. In your previous review you noted a link with AQN, could you explain the link a little more?
Thanks,
Jim
Read Answer Asked by James on October 30, 2019
Q: Last year global oil demand again hit a new record, over 100M barrels PER DAY. Even with renewables increasing, the demand for oil is continuing to increase and the EIA expects this trend to continue for a long time since global energy demand is will grow and renewables won`t even be able to keep up with demand. So assuming oil goes from 100M consumption per day to 120M barrels, what oil companies do you see benefiting the most. If Alberta oil continues to be landlocked due to political reasons, would it be best to look to the USA who now have record exports. If so who would be the best companies. Or do you think that with Canada being curtailed it will mainly benefit state owned companies like Iran, Saudi.
Read Answer Asked by Kel on October 30, 2019
Q: to invest
Good morning
My son has recently opened an rrsp acct where he is putting a small amount every month $400 per month he is ensure how to proceed. i feel that an etf would be the way to go but how does someone get around the trading fees? Are you aware of any financial institutions that would have a program or programs that would work for individuals such as him who would like to get started but have only limited funds?
Thks
Marce
Read Answer Asked by Marcel on October 30, 2019
Q: In the Real Estate Investment Trust sector rank them from best first on down? Interrent, Riocan, Granite, Broadwalk, and H&R Also give some color why they would be better than the others?
Read Answer Asked by Herbert on October 29, 2019
Q: Hi there,
looking for an addition for my us portfolio - am a bit of a value investor. Each of these stocks seem to be struggling of late but appear to be good long term investments. All with a bit of dividend and good growth prospects. If you had to choose one ( regardless of sector) which would it be here.
Cheers
Read Answer Asked by kelly on October 29, 2019
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