Q: AFRM has made a big move in the last 6 months. What has changed?
Thank you.
Stephane
Thank you.
Stephane
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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: A comment, not a question. A RIF withdrawal can be in cash or in kind, so rather than selling a stock to make a cash withdrawal, you can do a withdrawal in kind to your non registered investment account.
Q: RGTI What are your thoughts on this company, would you buy?
Q: Your general thoughts on this company in general and is this a buying opportunity at under$40 Thanks
Q: Hi team,
Does the slowing revenue growth cause concern for the long term thesis of the company?
Did constellation historically have similar lumpiness quarter over quarter?
Do you still think they can grow revenues 20% annually?
Thanks
Does the slowing revenue growth cause concern for the long term thesis of the company?
Did constellation historically have similar lumpiness quarter over quarter?
Do you still think they can grow revenues 20% annually?
Thanks
Q: What are your thoughts about these companies growth prospects for 2025?
Appreciate all you do.
Cheers
Appreciate all you do.
Cheers
Q: Everyone, what is your biggest regret about investing? Clayton
Q: Hi 5i,
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Good morning,
I'm looking to add an asset manager on the US side. Or possibly adding to BN as well in my non registered.
With a bit of a pullback do you have a preferred company in that space at current valuation and future prospects.
With a possible buy range as well please.
Thank you!
I'm looking to add an asset manager on the US side. Or possibly adding to BN as well in my non registered.
With a bit of a pullback do you have a preferred company in that space at current valuation and future prospects.
With a possible buy range as well please.
Thank you!
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Ares Management Corporation Class A (ARES)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good morning,
I hold BN in my non-registered account for my canadian side of my portfolio.
I've been looking to add to my TFSA on the US side in the same sector.
I see some of the notable ones are pulling back a hair.
From APO, BX, KKR could you please give me your pick. And if it's different than those proposed please put it forward as well.
Along with a value range to add. This will be longterm full position.
Thank you very much.
I hold BN in my non-registered account for my canadian side of my portfolio.
I've been looking to add to my TFSA on the US side in the same sector.
I see some of the notable ones are pulling back a hair.
From APO, BX, KKR could you please give me your pick. And if it's different than those proposed please put it forward as well.
Along with a value range to add. This will be longterm full position.
Thank you very much.
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BlackRock Inc. (BLK)
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KKR & Co. Inc. (KKR)
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Blackstone Inc. (BX)
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Apollo Global Management Inc. (APO)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!
Q: Hi- I’m looking for a long term, somewhat diversified CG hold for my TFSA. What do you think of FEQT. Do you have others you prefer?
Thanks,
Guy
Thanks,
Guy
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BMO Canadian Dividend ETF (ZDV)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Balanced ETF Portfolio (VBAL)
Q: Hi 5i!
A question for a friend looking for a new investment instead of csav and cash as interest rates are reduced.
He already have XQQ and ZSP.
1. He is looking for an etf of canadian dividends stocks, do you have a suggestion?
2. What would you propose now for lower risk tolerence?
A question for a friend looking for a new investment instead of csav and cash as interest rates are reduced.
He already have XQQ and ZSP.
1. He is looking for an etf of canadian dividends stocks, do you have a suggestion?
2. What would you propose now for lower risk tolerence?
Q: What's your preference today for better growth 3 years? Appreciated.
Q: What are your current thoughts on uranium investments?
I have CCO, which is up.
Im down 22.5% with URNM in a cash account and thinking about a tax loss sale.
If you are bullish on uranium, what do you recommend to replace it with in $US?
I have CCO, which is up.
Im down 22.5% with URNM in a cash account and thinking about a tax loss sale.
If you are bullish on uranium, what do you recommend to replace it with in $US?
Q: Any new thoughts on Cargojet? Trading at a 52 week low today.
Q: Hi Team,
UNH is one that rarely seems to selloff. With my experience it’s often a good time to buy quality names when they are on sale. Does it look like UNH is at a good buy level today? Today it’s bouncing a little after many days of selling off.
Next part of the question. I would be looking at trimming a little of either Gsy or Nvda to purchase UNH if I choose to go ahead with the trade . Which would you prefer to trim today? Both Gsy and Nvda are equally overweight for me and in a non registered account with capital gains incurred if I sell. However I have enough built up tax losses at the moment to offset the sale. I hate to sell either one of Gsy or Nvda but with the weightings it makes most sense in my portfolio . Does this trade make sense to you?
Thanks,
Shane
UNH is one that rarely seems to selloff. With my experience it’s often a good time to buy quality names when they are on sale. Does it look like UNH is at a good buy level today? Today it’s bouncing a little after many days of selling off.
Next part of the question. I would be looking at trimming a little of either Gsy or Nvda to purchase UNH if I choose to go ahead with the trade . Which would you prefer to trim today? Both Gsy and Nvda are equally overweight for me and in a non registered account with capital gains incurred if I sell. However I have enough built up tax losses at the moment to offset the sale. I hate to sell either one of Gsy or Nvda but with the weightings it makes most sense in my portfolio . Does this trade make sense to you?
Thanks,
Shane
Q: What are your thoughts on these two, what do you think of how management have handled the company in the last few years? Are these companies (overly?) reliant on interest rates?
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BMO S&P 500 Index ETF (ZSP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
Q: Recently you answered my question regarding US dividend WHT on Canadian domiciled ETF issues (Vanguard Canada, RBC Ishares etc) and noted that withholding taxes are owing on distributions since the Canadian ETF is simply holding the US ETF and the taxes would be levied when distributions are paid by the US ETF to the Canadian ETF.
Some follow up questions:
- I am assuming that the WHT would apply even if the Canadian ETF is held within a registered account?
- Does the WHT explain part of the difference in yield when comparing the US ETF and the Canadian ETF? For example - VIG yields 1.69% while VGG yields 1.17%. Assuming also that the higher MER on VGG also explains part of the yield difference??
- Given these factors - the WHT and higher MER - why would anyone choose the Canadian version of the same ETF. Further to this - In another question posed by Jacques - you point out that the Canadian ETF ZSP would be preferable to VFV since it holds the stocks directly and not thru the US ETF VOO....thereby avoiding WHT's for registered accounts. However - when you look at VOO - the yield is about 26 bp's higher than either VFV and ZSP....again why would you not just buy VOO.
Many thanks
Some follow up questions:
- I am assuming that the WHT would apply even if the Canadian ETF is held within a registered account?
- Does the WHT explain part of the difference in yield when comparing the US ETF and the Canadian ETF? For example - VIG yields 1.69% while VGG yields 1.17%. Assuming also that the higher MER on VGG also explains part of the yield difference??
- Given these factors - the WHT and higher MER - why would anyone choose the Canadian version of the same ETF. Further to this - In another question posed by Jacques - you point out that the Canadian ETF ZSP would be preferable to VFV since it holds the stocks directly and not thru the US ETF VOO....thereby avoiding WHT's for registered accounts. However - when you look at VOO - the yield is about 26 bp's higher than either VFV and ZSP....again why would you not just buy VOO.
Many thanks
Q: Hi 5i
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx