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: In my ongoing search for yield, I have generally been pleased with HHL. As you know, it is a fund that equally invests in 20 large cap global health care companies and employs an active covered call strategy. The recent yield range has been ~ 8.50-9.0%. It is a 5% weight in overall portfolio.

I am comfortable with their core equity exposure, as they are all brand names that investors know well. And I am comfortable with its performance relative to broad market performance/sentiment. My question is relatively simple. Is this yield too good to be true, and do you think that 8.50-9.0% suggests excess leverage/risk. I do note that their monthly payout has been steady and there has never been a cut in the distribution.

Thank you.
Read Answer Asked by Trevor on July 27, 2022
Q: shop reported this morning. call is still to come. 5i continues to endorse it as a top growth pick but price continues to fall. looking from a macro view, is 5i trying to catch a falling knife. for those who followed your recommendation many months ago, its been a terrible ride down. after call, I expect 5i to remain positive and endorse buying at these new lower levels. Can you explain why shop is so special and warrants all this positive attention. The ceo was touted as a strong point but he admits he got things wrong. I'm fortunate I bought very early, sold most but still hold a small position. my confidence with shop and 5i grows thin. looking for comments after call. sell, hold or buy?
Read Answer Asked on July 27, 2022
Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes
Read Answer Asked by sam on July 27, 2022
Q: Hi 5i,

Looking for your top 2 or 3 fixed income recommendations for the market we're in, and where you feel we may be headed in the next 12-24 months. Looking for some bond ETFs, preferably Canadian listed.

Criteria is primarily capital preservation with some return to blunt the impact of inflation, and of course liquidity. I want to hold dry powder for buying opportunities I believe will come with recession, but I hate the idea of sitting in cash.

Thanks!
Read Answer Asked by Ryan on July 27, 2022
Q: What would be your top 10 choices be for averaging a 8% dividend return.
Thanks Wayne
Read Answer Asked by wayne on July 27, 2022
Q: My discount broker provides the following comments under a comment heading for clients buying corporate bonds of Canadian banks:

"Bail In" or "Bail-In -debt"

Can you please explain why some bonds of Canadian banks have such a comment attached to them while other bank bonds do not?
Thanks

Read Answer Asked by Terry on July 27, 2022
Q: What are your updated thoughts on OBE? I have a partial position and planned to increase to a full position until their news release today. In such a strong oil and gas environment, why does a company need to commit to an 11.95% interest rate on 5 year notes. Am I missing something, OBE scores well on a number of metrics that I monitor so I thought they would be able to negotiate a better interest rate.
Read Answer Asked by Brendon on July 27, 2022
Q: It looks like a new company out. My friends are raving about this company so much, is there anything that you would know anything at all about this new company? Any potential you can see down the road because it is only .29 cents now
Read Answer Asked by wilson on July 27, 2022
Q: Hi Peter/Ryan, I sold 'WELL' at a loss in my TFSA, does the buy back rule still apply in a TFSA or can I buy it back before the 30 days. In a regular account is the 30 days business days or just 30 days in all. Thanks as always.
Read Answer Asked by Nick on July 27, 2022
Q: Hi,

Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks
Read Answer Asked by Marco on July 27, 2022
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!