Investment Q&A

Q: Out of these 4, what two would you sell today and why (I know they are very different)? If you could include a comment on valuation please do.

Also, how does that answer change if we were to enter a recession?

Q: My investment advisor account with RBC DOMINION SECURITIES of over 30 years was closed by the company by forwarding a letter that the account had to be transferred.

The account was opened as fee based, then converted to percentage of assets. As fees charged as a percentage were excessive compared results and time devoted, the account was reverted to fee based, where each trade was as much as $500, This was changed several years ago with the consent of the advisor.

No reason was given and maybe more than 15 years with the same advisor, we did not even receive a call.

This to an 86 year old with more than 30yrs with RBCDS.

Sorry, just needed to vent and assumed that it may be of interest to some of your subscribers.

Publish as per your descretion.

Thanks
Thomas

Q: Would you recommend VEEV at this level or would you prefer another in the same sector for a growth investor?

Thanks for your service!

Q: Hello I wanted to confirm I am correct in assuming if I transfer in kind a stock from a non registered account to a registered account that the transfer from the non reg would be taxable event? Assuming there was a profit, or if at a loss I could use that loss against other cap gains?

Thanks

Q: In your latest update you nominated GIB to a position in the Growth portfolio. It seems to have expertise in consulting, and cloud management etc.

If you were to pick a US company that did basically the same as GIB but which you think is the best company on a US exchange, which company would that be?

Thanks

Sheldon

Q: Peter; Would owning both be like owning two separate companies in separate industries? Thanks.
Rod

Q: In a recent answer about BIR's drop following its quarterly release: "Considering strong growth is still expected in 2024, the stock's decline seems a bit harsh to us. The balance sheet also remains in excellent shape. We would be fine holding."
I'm curious if you would buy at this level or hold off for now. If holding off what would you like to see happen before buying?
Thanks-you.

Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.

Q: Hi. I'm looking at enhancing the defense portion of my portfolio and I'd like your thoughts on XAD. Or would I be better going with XAR or ITA?

Thank you.

Q: Is yesterday's spike warranted? What is your outlook for this stock? Thanks

Q: RE these 3 investment companies, which do you think is the best to invest in for high yield and modest growth: Harvest funds, Hamilton funds, Brompton funds. Thanks

Q: What are netbacks in CDn oil and gas industry

Q: If I believe Japanese yen will bottom out in near future, could you suggest some financial instruments for investors to take advantage of this scenario?

Q: Would 5iR consider the following US stocks income or dividend stocks??? - ABBV with (recent) yield of 3.99%, ABT, 1.93%, BLK, 2.14%, NDAQ, 1.57% (as X-T is held in the 5iR Income Portfolio), TT, 1.42% , UNH, 1.40%, HD, 2.7% and LLY, 2.3%
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom

Q: Could you please suggest a mirror ETFs from the listing below in Canadian dollar?

VOO
VGT
QQQ
PSA

thanks,

Q: What are your thoughts about adding Jacobs as an Infrastructure play here after their most recent news? BTW your system is still using the trading code JEC when it should be J. Thanks

Q: Is it safe to assume the 5i gets behind fully utilizing the FHSA (first home savings account) for anyone who is eligilbe? Are there any considerations to keep in mind or is it simply as good as it sounds?

Q: I own BEP and BIP. I am tying to understand their relationship to BAM and BN. The BAM website mentions their investments in renewables and infrastructure amongst other investments withut specifically mentioning BEP or BIP. Are these investments a reference to BEP and BIP or do they have additional investments in these areas?. Does BAM manage these investments by managing BEP and BIP while BN owns them? In which case, one can own both BEP and BIP by simply owning BAM or BN. Or are BEP and BIP separate companies that simply pay dividends to BAM or BN based on their percentage of ownership? I'd really appreciate if you could sort this out for me. Thanks.

Q: Your thoughts on dipping a toe into this stock? Anything new on the positive side in the past year?

Q: Hello
Could you comment on MDT earnings?
Sounds like they might be turning the corner with new growth forecasted?
Thank you
Stephane