Investment Q&A

Q: At the end of each year I gauge my portfolio performance against a basket of indexes. Finding accurate total return performance figures for certain indexes is always a challenge. Could you tell me what the 2022 total return (before taxes) was for the following:
S&P TSX Composite
MSCI ACWI ex USA Index
FTSE TMX Can Bond Index

Q: I'm wanting to increase my holdings in US healthcare. For share price appreciation and safety, which would you prefer and why?

Q: Hi Team,
Can I get your take on NVEI 's aquisiton of Paya? Thanks

Shane

Q: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn

Q: Is there a way to avoid the foreign withholding tax on US dividends?

Q: Can you please recommend your favourite yield products for stability and income?

Q: Hello and Happy 2023:

IFC Is this company going to struggle or prosper for the next couple of years? If there are competitors that you think will do better could you please advise.

Thanks
Flo

Q: I would like to understand the tax implications of holding VXC in a TFSA.
According to my readings, I retain that the witholding tax is 0.48%. Is it correct?
Is an ETF you recommend? If not, do you have a suggestion?

Q: Good morning,

I know CSU and TOI are kind of related but not clearly know how. I have 8% in CSU now ( thanks to 5i). Is it wise to invest in TOI as well? Appreciate your advice as always!

Angie

Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!

Q: Hi

Would you take the .36% of a share in Triple Flag or just sell MMX now which would be a premium price to the $3.92US being offered? I don't want to be shortsighted here. Does Triple Flag have a bright future in your mind?

Carl

Q: I noticed that your position on Google has changed in the past couple of months. Previously, you were always recommending it as #1 stock for growth/risk combination, lately I don't see this recommendation anymore. At the moment, it is the worst performing stock in my portfolio and I am down over USD $20K on it. Unfortunately, it's in TFSA portfolio, so I cannot sell and claim cap loss. Do you still believe in bright future for Google considering the challenges (e.g. Microsoft combining efforts with Open AI to integrate chatGPT in Bing and challenge Google search dominance and, by proxy, ad revenue)? Considering that the stock is held in TFSA, would you keep it or sell and replace with something else? If you recommend selling, please list your suggestions. What is your current recommendation on the US market for better growth/risk equilibrium? Thanks!

Q: I have both BEP.UN and BEPC in an unregistered margin account and for simplicity sake would to only hold one of them. Is there any particular advantage of one over the other in an unregistered account? Thanks.

Q: Do you know the reason for the huge drop in TMO today? Please comment on your overall thoughts on this company. Thank You.

Q: I asked about SIMO in July, but wonder your thoughts now. The price looks good for a sale.

Q: You haven't had a look at this company in a few years. Could I get an updated view on them, please? Has their debt gone down?

Q: I've owned this company for 2+ years in a registered account and I'm significantly underwater.
In your analysis would you sell but stay in the security business with another company?

Thank you

Q: Hello, I am underweight Consumer Defensives, currently having only a small position in Costco.

Could you rank your favourite ideas in this sector with growth potential and current valuation as important criteria?

Thank you, Doris

Q: I am holding Rio Tinto, Unilever and ADT all of which have reached their target price for the year. Should I sell in the current volatile market and buy back in at a better price?

Q: Which of these two do you prefer and please explain why. Long term holder. Thanks al