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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,
What would be a good entry point for AT?
Thanks
Read Answer Asked by Marco on January 29, 2021
Q: Peter/Ryan, can you comment on what's going on in the market re: the Hedge Funds and shorting news. Can this be harmful to us regular small investors who are just trying to grow there investments. Should we be doing anything to avoid any trouble, like locking in our gains and selling. Thanks
Read Answer Asked by Nick on January 29, 2021
Q: Hello 5i Team,

Thanks for all your excellent suggesstions/advice in the past and have made good returns.
The current allocation for ZIN in my RRSP is 3.5% and the value has increased by 25%. I was wondering if it is prudent to sell ZIN now and buy XGI so that I can DRIP and add the profits from ZIN to VUN.
Read Answer Asked by Ravindra on January 29, 2021
Q: Both of these vaccine stock are having huge gains today, Jan 29, especially Novavax on it's very good 3rd trial results. Would now be a good time to enter with the whole world needing more vaccines and these two have confirmed their efficacy? Or still too speculative? Thanks for your timely guidance.
Read Answer Asked by Dr Lorraine on January 29, 2021
Q: Hello. I am looking for an investment opportunity that aligns itself with sustainability and the environment. I am a conservative investor with a time horizon of 10-15 years. What are your thoughts on NEI Environmental Leaders Fund? Would you have other suggestions instead? ETF’s? Stock? Other mutual fund? Many thanks for your insight and guidance.
Read Answer Asked by Heather on January 29, 2021
Q: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan

Read Answer Asked by Marla on January 29, 2021
Q: Hello -
I have a concern about the grossing up of Canadian dividends (non registered account) affecting my OAS when I reach 71. By that time I will be forced to RRIF, I'll have my CPP, and I also have a company pension that I will be drawing from prior to that.

I know you are not tax experts, but wondered if you see anything wrong with my thinking here. I am leaning more towards lower paying dividend paying blue chips in that non-registered account. I already have ATD.B and CNR. Are there any other quality Canadian companies that you are comfortable with in this "lower dividend" category?

Alternatively I was thinking I could "swap" some investments. i.e. have more Canadian dividend payers in my RRSP and have my emerging market ETF's - ZID and VEE - in my non-registered account. Do you think this is worth considering?
At least those dividends would not be grossed up. Although the trade-off is that you lose the dividend credit.......sigh.

Read Answer Asked by James on January 29, 2021
Q: Hi, US president wants to move to an al-electric federal vehicle fleet, above stocks can benefit from this policy? Can you recommend stocks will benefit from his policy?

Thank you.
Read Answer Asked by Thomas on January 29, 2021
Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice
Read Answer Asked by Brian on January 29, 2021
Q: Hello 5i,
I have $21,000 in XSB and the same in XLB. Should I sell these and just get ZAG or does it really matter and stay as is?
Read Answer Asked by STANLEY on January 29, 2021
Q: Up until now I've only invested in canadian dividend stocks and ETFS in my non registered to take advantage of the favourable taxes on dividends. My RRSP and TFSA are balanced across all asset classes. But now that my non-registered account is growing, I'm thinking about adding the other asset classes in. Are there any kind of bond etfs that are more tax favourable for a non-registered? And what about US and Intl etfs... any that are more tax favourable?
Read Answer Asked by Carla on January 29, 2021
Q: I just read one person claiming that he turned 50k into 11 million trading this stock. (probably fake news).But if it goes the other way, how does this retail gambler pay back an 11 million dollar loss when he's only got 50k in the bank?And how does the winner get their money from robinhood or whomever? the amount of margin required ,would astronomical for this retail trader.Hedge funds at least,can sell other stocks which drives other asset values lower.It seems someone is going to get a beating.
Read Answer Asked by adam on January 29, 2021