Investment Q&A

Q: Hi there. I am looking for a dividend growth company or ETF to add to our kids RESP with a 10 year time horizon. What do you recommend from the 5i Research universe to initiate a position in now. After the initial purchase, I intend to dollar cost average on an ongoing basis. I already have Telus, Abbvie, and BMO in two other accounts and those are my highest dividend payers.

Q: Is there a site that you are able to refer me to for obtaining the annual total returns of various north american indices?

Thank you.

Q: Hi. I’ve held Corby since April 2020 and did some profit taking in April when it was trading in the high $19’s; and added to PBH which was trading down.

I’d purchased Corby for safety/stability and reliable income. The dividend is variable and occasionally fluctuates. It has a low beta and has held up well until recently; as I suspect that many investors are seeking better opportunistic for growth.

I’’m considering selling Corby and moving to Loblaw’s Perpetual Preferred for largely the same reason I’d purchased Corby, for safety/reliable income with a lower beta and somewhat higher dividend. It is currently trading at $23.00. As interest rates fall, I can see where there will be some modest growth in addition to a relatively safe dividend. I’m considering L.PR in order to maintain my sector allocation.

In 5i’s view would this trade make sense, or would I be better off “staying the course” on Corby? I currently don’t have any preferred shares. My holdings in the Staples Sector are Corby, Northwest Company and Premium Brands.

Are there any other Staples Preferred shares (either rate reset or perpetual) that you feel are more attractive?

Thanks!

Q: I own 5% and 2% positions in SLF and POW respectively. I'm looking to take a 2% position in IFC. Is there enough P&C business to set IFC apart from the others and make the decision to add this stock? i.e. not so much overlap.

With regards to the whole Financial sector, what percentage allocation does 5i see as a sort of maximum?

Regarding the P&C business, I'm wondering if the eventual reliability of self-driving cars will negatively impact IFC's business. Not sure if you have an opinion one way or the other on this.

IFC has had incredible growth. Is the industry still fragmented enough for them to sustain this growth?

Q: Hi 5i Team,

Do you see any small cap names that are looking especially attractive at the moment?

Thanks!

Q: What are your top 5 Canadian growth small cap picks for a TFSA? and why (what makes each of them worthy)?

Q: Do you think the prospects of investing in Emerging markets funds is improving? Are they going to be better performing compared to developed markets? Does the rising interest rates impedes their progress?

Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.

Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).

$CAD/USD names (please include your favourite growth CDRs as well).

Q: Moving past the opioid settlement, is this name worth revisiting? I have not owned in years, debt appears better but still high. Is there a better play on pharmaceuticals for an aging population.

Q: What do you think the odds are of an equity raise in the near future?

Q: looking to generate a little more income in my RIF with these three CDN O&G names. In your opinion, would a mix of all three achieve some benefit of diversification or does one of these stand out as a clear favourite to own for either safer income, growth or bothÉ

Q: Thoughts on Intel at current valuations?

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: Schedule K1 Tax Form. I was looking at general commodity type funds and see that DBC and PDBC seem somewhat similar if looking at their commodity portfolios. Both deal with 14 traded commodities. Was using ETF.com as the information source.

DBC seems to have more trading volume and also a higher mgmt expense (0.87%).
PDBC has mgmt expense of 0.62% and assets under mgmt seem to be approx 6Bil. vs 2.53Bil with DBC

One difference noticed is that the structure of PDBC doesn't result in the creation of a Schedule K1 Tax Form while DBC does.

Please explain to me like I'm a 12 year old and that I have a "BIG RED L" on my ETF/ETN trading knowledge and trades vehicle.... what significance is the K1 thing and what sort of pitfalls do I need to be aware of if trades are being done in non-registered accounts? Does the K1 have the potential to add complexity and hassle at tax time?

Thanks for all that you folks at 5i are doing. Much appreciated.

Q: Can you comment on the different metrics between First Majestic & Fortuna Silver, and which one would be a better pick for a silver holding?

Q: The market has not reacted well to the 2023 budget plan. Is there cause for concern with this stock, or does it make sense to ride out the storm?

Q: Hi Team, could I have your current view on Revival. Also, what is the level of insider ownership, ow is the balance sheet and would you consider this a potential target for a bigger player in the space?

Q: Presently hold ZRE and CAR.Un in TFSA account.. Up on CAR and down on ZRE. Would you consider that to be a duplication and would it be better to focus on CAR?
Thanks

Q: I am interested in investing in the Lithium Sector

- I have a small position in Frontier Lithium - FL
- I know it is a junior, but I'm looking for some ideas of prospective/spec players of interest in this space...

1. Thoughts on Frontier?
2. Other suggestions?

Thanks,
M

Q: Hi all at 5i!
I hold both and both are down substantially. I was thinking of selling one. Which one of the two would you say has a better future prospect? If you think both do then I may refrain from selling.

Thank you,
Tamara