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Investment Q&A

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

Q: When holding Canadian securities in USD accounts that pay dividends in CAD$, do fx charges get applied to convert to USD?
Read Answer Asked by Tony on March 29, 2022
Q: Greetings - Katie Stockton has just launched this actively managed etf which utilizes her technical analysis and rebalances monthly via 14 sector etfs. In down cycles she will use treasuries and gold to strive to reduce capital loss. Her Fairlead research company seems well respected in the industry. Aside from the usual caveats that a new etf needs some time to see how it will perform and the need for it to build sufficient liquidity do you have any views regarding Katie's track record as a technician, her reputation in the industry and the approach of active sector rotation based on technicals this particular etf will follow. Would appreciate your views. Thank you.
Read Answer Asked by Ken on March 29, 2022
Q: Hi Peter and 5i Team
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary
Read Answer Asked by Gary on March 29, 2022
Q: Hello Peter and team,
Is NVDA a buy under $280 per share and what is its current PE ratio? I was thinking of buying open text but this company does not seem to get a lot of positive attention (stock hardly moves) in risk on or risk off markets. Do you the current price at $53 is good entry point? Thanks very much.
Read Answer Asked by umedali on March 29, 2022
Q: Hi,

For fixed income, from your Q&A, it still make sense to have some holdings in inflation protected bond funds. In your opinion, would it be a good idea to shift most bond holdings into funds like these until inflation abates? What are your favourite inflation protected funds in the US and Canada?

Thank you, Michael
Read Answer Asked by Michael on March 29, 2022
Q: Just an additional answer to those who are interested in ADR'S as a way to diversify. Re costs, yes there are some. Eg, in my registered account, on my BP dividend, I get charged a fee on each dividend payout. Equates to 1.5% of the amount paid. I take it this is the local institutions custody and processing fee. Yet to see on UL but will likely be similar
Read Answer Asked by Harry on March 29, 2022
Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you
Read Answer Asked by Neil on March 29, 2022
Q: Electrification Theme: My question is about the "picks and shovels" in the electrical equipment market to support EVs, modern energy grids, storage and distributed power. What stocks would you recommend with a short rationale and, if possible, entry price.
Thank you
Read Answer Asked by sam on March 29, 2022
Q: I have a taxation question.If I borrow $10k to buy a dividend paying stock, and subsequently sell the sock at $9k to buy a more promising stock,can I still claim the interest on the 10k loan?
Read Answer Asked by Allen on March 29, 2022
Q: Hi 5i
There are some tenured investors behind the answers at 5i so I wonder how the question of taxation is view.

I have always considered taxation something to avoid where possible (buy and hold) and have worked to find strategies to delay taxation (Registered accounts).

How should taxation fit in the thinking of a long term investor trying to grow wealth and cash flow to enjoy life?

It obviously matters. But in the long run except to keep activity low, there seems to be little an investor can do about it.

Dave
Read Answer Asked by David on March 29, 2022
Q: Could you please help me understand the dividend yield that is calculated for ZIM. Your company profile shows its last price at $72.34 with a dividend of 17.00 and a yield of 94.001. It seems that is calculated assuming that dividend is paid for the next 3 quarters i.e., (17.00 x 4)/72.34 = 94.001%. Seems pretty (too) good to me BUT before the 17.00 dividend they paid 2.50 in December (as near as I can tell with my limited tools). Do you think it is reasonable to assume that ZIM will pay 17.00 in the next 3 quarters? Do you like the stock? Thanks again. Dan
Read Answer Asked by Danny-boy on March 29, 2022
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