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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: Your thoughts on these funds from Hamilton. Would be for an income portfolio. HYLD in an RRSP which will transition to a RRIF in next few years. HDIV would be held in a non-registered acct.
Yield is attractive but are they sustainable? Is a fund of fund and fees for Hamilton are stacked on top of fees for underlying ETFs.
Read Answer Asked by Bruce on January 23, 2023
Q: I personally feel the grocery stores are gouging Canadians like never before , this should give them great profits . Is there a ETF or specific company that one could invest in that hasn't already taken off , thanks and have a super 2023.
Read Answer Asked by jim on January 23, 2023
Q: Good morning 5i team!

May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?

Thanks

Dave
Read Answer Asked by David on January 23, 2023
Q: Hi Team,

Do you see this as legitimate business model similar to a hard asset miner but 'digital' instead? Or do you see this more as fluff and a casino model? Trying to objectively look at both sides.

Which 2 or 3 would you consider if one was to purchase?

Thanks!
Read Answer Asked by David on January 23, 2023
Q: Enterprise Products is a Limited Partnership versus Sabine Royalty Trust, I have a general understanding of LP's but would like to know how a royalty trust would differ from an income and risk point of view. These are both listed on the NYSE. I do have holdings in EPD, not in SBR... yet?

Thanks, Doug
Read Answer Asked by Douglas on January 23, 2023
Q: need to sell one of the above. Please rank as to which has least chance of capital gains in next two to three years.

Thanks,


Nigel
Read Answer Asked by Nigel on January 23, 2023
Q: BELL CANADA MID-TERM NOTE
Maturity May 1 2029 Coupon 6.55

SHAW COMMUNICATIONS INC
Maturity Nov 9 2039 Coupon 6.75

I took in charge this portfolio and did not sell those positions to avoid loss on capital.
Very large position in 2 titles ( 25% + of a non registered portfolio alltogether),with 10-15% capital loss on paper.The objective of this portfolio is safety and long term revenues.Are those investment safe for long term ,and are the 6.55 and 6.75 coupons excellent numbers in the present context of rates etc..? many thanks J-Y
Read Answer Asked by Jean-Yves on January 23, 2023
Q: I have 1% positions of Premium Brands Holdings and Boyd in a TFSA. Considering consolidating into one or starting a new 2% position in something with better growth prospects. Do you have three prospects to consider that would be better than PBH and BYD?
Read Answer Asked by Fred on January 23, 2023
Q: Hi, I’m thinking of selling SYZ at a loss because I feel it may be in doghouse for quite awhile.
I would add to MG and NVEI which I have half position. Would you have any problems with my strategy, or would you just stay the course? Or maybe just add to one. Thanks
Read Answer Asked by Brad on January 23, 2023
Q: I believe the work on the Transmountain Pipeline work is scheduled to finish later this year. What impact will this have on Canadian companies? Also, which Canadian companies do you think will see the greatest benefit when the new extension opens?
Read Answer Asked by Les on January 23, 2023
Q: Greetings 5i,
I am retired and typically don't have much in the way of fixed income since we have decent pension income, dividend income from a non-Reg account and some income from our RRIFs (started early to postpone CPP).

However, there is likely opportunity now for short-term bonds (higher yields as bond prices have fallen) and long-term bonds (capital gains when interest rates start to fall). Could you please identify two Cdn bond ETFs that would satisfy this rate dumbbell scheme?

Thanks as always for your excellent service.
SP
Read Answer Asked by Steve on January 23, 2023
Q: Hello 5i Team
Last year stocks and bonds both had a down year, I would like to add to a fixed income ETF that you think would have upside the next few years as interest rate starts to pause and decline in the future. I currently own a position in Vbal etf which has bonds component in it.
Thanks
Read Answer Asked by claudio on January 23, 2023
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