skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning,

I'm looking at buying an ETF that tracks the S&P 500 for my TFSA account and am considering VFV.CA.

Withholding tax is a concern and given that VFV.CA holds US stocks, would there be a withholding tax on any of the dividends distributed and if so would you kindly recommend a few other similar ETFs that track the S&P 500 where the withholding tax is not a concern. Thank you.
Read Answer Asked by Francesco on August 16, 2023
Q: You last looked at this in 2022 and didn't sound very good. But the stock stopped going down in October and has been driving higher since then, especially over the last few months. Has something changed with Comcast's fortunes?
Read Answer Asked by John on August 16, 2023
Q: For a non registered account which etfs would your recommend for broad US and for tech exposure and what max weighting would you recommend allocating to these 2 etfs? Would these 2 etfs be the best for US exposure for the TFSA also or would you suggest different ones?
Thanks for your help.
Victoria
Read Answer Asked by Anna on August 16, 2023
Q: AAPL has had a great run.

This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
Read Answer Asked by Eugene on August 16, 2023
Q: hello 5i:
more questions/clarification on the CSU warrants:
first, warrants do not HAVE to be exercised, and CSU would wind up with both Series 1 and Series 2 bonds, correct?
second, how do you see trading in the bonds affected? eg. as Series 2 can't be called before 2040, would this make them more valuable than Series 1? Or, if they can be called at any time, would this make them less valuable.
third, the interest rate for the bonds will still follow the same criteria for both Series 1 and Series 2?
fourth, using $10,000 (a round number that makes calculations easier), a holder would then receive 100 warrants? What about numbers that would involve parts of warrants eg. $111,100
thanks for straightening this out
Paul L
Read Answer Asked by Paul on August 16, 2023
Q: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?
Read Answer Asked by John on August 16, 2023
Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks
Read Answer Asked by Eric on August 16, 2023
Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.
Read Answer Asked by Ken on August 16, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!