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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: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.
Read Answer Asked by Greg on April 06, 2022
Q: The current "supply and confidence" arrangement between the federal Liberal and NDP parties has resulted in the announcement of the intention to establish a national dental plan, for which there are very few specifics, save the $90,000 family income threshold, that this plan is for "Candians lacking dental coverage" (as per CBC report) and that coverage will be provided to Canadians under twelve years of age in this year, to Canadians under eighteen in 2023, with full implementation in 2025.

While it would be an impossible task to truly account for the potential impact to existing dental insurance providers, given the lack of any concrete information regarding levels of funding and range of services to be covered within this policy, could you offer any commentary (significant hedging of opinion is to be expected) on the potential near-term impact to the major players in the Canadian insurance space? Any insights you deem appropriate to share would be most appreciated. As always, I appreciate your candour and I look forward to your response.
Read Answer Asked by Domenic on April 06, 2022
Q: Between January and March of last year (13-16 months ago) I sold my bond holdings in ZAG and CLF and moved the money into the short-term bond fund ZST. As a capital preservation strategy it limited the downside from rising interest rates. ZST is down 2%, while CLF is down 6% and ZAG 9%. I saw an analyst on BNN this morning recommend it is time to start easing back into longer term bonds. It feels a bit early to me. Won't the short term bond funds benefit first from rising rates while the longer term funds will continue to decline? If capital preservation and rate of return are weighted about 50/50, what do you think of moving back into longer term bond funds at this time and would you do it gradually?
Read Answer Asked by Ken on April 06, 2022
Q: If I can only own one of those three for 1 to 3 years, which one would give me the best combined return (yield + growth)? Thanks.
Read Answer Asked by Victor on April 06, 2022
Q: oh Ross Healey....on Market Call.......yes Garth and another person, everyone has an opinion but Ross's is like outside the standard deviation and by a wide margin me, surprised BNNBloomberg invites the "heel" onto the show
I'll take 5IR anytime.......Tom
Read Answer Asked by Tom on April 06, 2022
Q: Hi,
Is there a good argument to buy a reit or a similar security as opposed to buying a rental property? I know that labour involved in maintaining, commissions involved in buying and selling can be high when it comes to buying a rental property. But in the last few years the capital gains from rentals have been high especially in the GTA area..Are the returns comparable?Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on April 06, 2022
Q: Can you please advise if the cost of my annual subscription to 5i qualifies as an investment expense for Canadian income tax purposes. Thank you.

Andrew
Read Answer Asked by Andrew on April 06, 2022
Q: Good morning, 5i team!

KH Home, Toll Brothers & Pulte Home all get a buy ratings from Credit Suisse lately. Your thought on adding for1 of these 5 for a 3 to 5 years hold. Thank you!
Read Answer Asked by Nhung on April 06, 2022
Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?
Read Answer Asked by Patrick on April 06, 2022
Q: I fully agree with your long term buy and hold of strong companies philosophy which is why I am so happy subscribing to this website.

Recently, I've been wondering how cyclical stocks like those above fit into that philosophy. I don't want to become a trader, but I am wondering if I should sell these at a relative high and invest in companies that are more likely to grow steadily over the long term. These ebb and flow companies seem more suited to a trader.

Given that investment strategy, would you sell companies like this at the good point in their price history?

Thanks as always.

Kevin
Read Answer Asked by Kevin on April 06, 2022
Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?
Read Answer Asked by Patrick on April 06, 2022
Q: I have about $20K to invest to my existing TFSA. What are your current top 5 recommendations for high growth Canadian equities for adding to the TFSA?
Read Answer Asked by Luc on April 06, 2022
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