Q: Looking for a recommendation for an S&P 500 ETF for an unregistered account that minimizes tax consequences while maximizing returns. Thank you.
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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: What companies do you think are getting excessively beaten up do to tax loss selling?
Q: Perhaps a long-shot question, but I wonder if you are aware of any company providing amazing services similar to 5i, but focused on the European (in particular, French, German and UK) equity markets?
Many thanks in advance! Aaron
Many thanks in advance! Aaron
Q: At what sustained oil price do things really start to burden TVE?
Seasonal strength in oil is approaching or is it?
Thank you for any insights you can provide.
Seasonal strength in oil is approaching or is it?
Thank you for any insights you can provide.
Q: I am looking for a few suggestions for high quality corporate bonds that will mature in around 5 years. I tried using TD's fixed income tool to do research, but it seems like the selection of bonds on offer is artificially limited. Can you suggest a few bonds or direct me to a website that would allow me to better research them myself?
Q: Thoughts on INDI as an emerging semiconductor stock
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Power Corporation of Canada Subordinate Voting Shares (POW)
Q: Hi 5i
I saw your comment on the MFC/Global Atlantic deal. MFC has hit $28 and I had decided to re-evaluate it at this price. It seems to trade between 24-28 so I'm tempted to take the profit. But if they are buying back shares (I think I read 2.8% of float starting next year), and the market seems to like this deal, can you see it crossing $30? Also have SLF and POW (with re-evaluate price at $40)
Thanks, Greg
I saw your comment on the MFC/Global Atlantic deal. MFC has hit $28 and I had decided to re-evaluate it at this price. It seems to trade between 24-28 so I'm tempted to take the profit. But if they are buying back shares (I think I read 2.8% of float starting next year), and the market seems to like this deal, can you see it crossing $30? Also have SLF and POW (with re-evaluate price at $40)
Thanks, Greg
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
Q: Hello
I have equal amounts in CLO and CLF. Wondering if it might be a good idea to swap one of these for the longer term XLB Bond Fund to hopefully play the downturn in interest rates? If so which would you swap and why? Is there a safer trade with equal potential with less risk then XLB?
Thanks
Jeff
I have equal amounts in CLO and CLF. Wondering if it might be a good idea to swap one of these for the longer term XLB Bond Fund to hopefully play the downturn in interest rates? If so which would you swap and why? Is there a safer trade with equal potential with less risk then XLB?
Thanks
Jeff
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Amazon.com Inc. (AMZN)
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PepsiCo Inc. (PEP)
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Fiverr International Ltd. no par value (FVRR)
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Celsius Holdings Inc. (CELH)
Q: Has FVRR established itself as a company with potential exceptional growth in the unique niche of the Gig economy (showing up on lists of 2024 recommendations)? Who are the major competitors? Does CELH have strategies/potential to significantly expand its marketshare within and beyond North America? Do you consider FVRR and/or CELH to be above average growth stocks?
Q: Can you please comment on the earnings report .Is the company a buy, hold or sell? Thanks
Q: Can you contrast these two names and their relative attraction from here?
Q: Hi Team
I have heard the term, window dressing, where the fund will sell their "dogs" and buy stocks that have gone up at year end so it looks like they have done well. My question is, if the sell at a loss, does that not show up in the year end results showing that they had a bad year?
Thanks
I have heard the term, window dressing, where the fund will sell their "dogs" and buy stocks that have gone up at year end so it looks like they have done well. My question is, if the sell at a loss, does that not show up in the year end results showing that they had a bad year?
Thanks
Q: Given your view on small caps being undervalued what’s your opinion on
iShares MSCI USA Equal Weighted ETF
Symbol EUSA
Is there a better choice?
I asked about wrong ETF, I am interested in small cap equal weight ETF(s)
iShares MSCI USA Equal Weighted ETF
Symbol EUSA
Is there a better choice?
I asked about wrong ETF, I am interested in small cap equal weight ETF(s)
Q: Do you follow RYAAY:US? It has gone vertical of late and I'm wondering if it is worth keeping or take some chips off the table?
Q: Hi
It seems that 5I's support of TVE has waned considerably. RBC has defined their forecasts as "underwhelming". With the continuous under performance over the last few quarters, are you still recommending it? I believe it will take a few years for me to get back to the price I paid for it.
Carl
It seems that 5I's support of TVE has waned considerably. RBC has defined their forecasts as "underwhelming". With the continuous under performance over the last few quarters, are you still recommending it? I believe it will take a few years for me to get back to the price I paid for it.
Carl
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Good morning - if indeed we are approaching a pivot in the market, which REIT' are most attractive to you these days. I have done well with DIR.UN but it's my sole real estate holding. Time to add more of the sector? Thanks for everything and best wishes of the season to all you good people at 5i. I have. seriously benefitted from your service over the past four years.
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D.R. Horton Inc. (DHI)
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Marathon Petroleum Corporation (MPC)
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Nucor Corporation (NUE)
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Canaccord Genuity Group Inc. (CF)
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Diamondback Energy Inc. (FANG)
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Steel Dynamics Inc. (STLD)
Q: How do think this ETF ( SPGP Invesco S&P 500 GARP ETF) for a long term holding? How does it compare to its peers? Thank you.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Capstone Copper Corp. (CS)
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Ero Copper Corp. (ERO)
Q: Given the upcoming green technologies, what might be the most promising Canadian copper companies to invest in for medium term growth?
Q: Can you update your thoughts on FRU?
Q: What are your thoughts on a switch from T to CCA following the recent news?