Investment Q&A

Q: I do not believe ZSP.U would be exempt from US withholding tax. Could you confirm this? If not what ETF's would be exempt from US withholding tax for a Canadian investor? ZSP is subject to US tax and worth about .24% and on a larger account significant. Thanks for your help.

Q: I am currently looking at taking a position in a preferred issue. I have identified BPO.PR.C and TRP.PR.C. as two that might fit my portfolio. The concern i have with TRP.PR.C is that of it resetting on a floating rate basis viz a vis BPO.PR.C which would be less desirable. Both companies are creditworthy to varying depgrees, so it comes down to the reset standard and reset dates. Could you please provide your comments and feel free to add any other similar preferred issues.
Thanks, David

Q: What 3 Cdn and 3 US equities would you currently select (without regard to sector) as your best picks for an investor seeking both a) the six "safest" equities over the next 12 months as in lowest downside risk in your opinion, and b) the six most likely to provide at least a 5% total return over that period? Tough one but perhaps very helpful for part of an overall portfolio - Ken

Q: Why are you selling off your position of this stock in your growth portfolio?

Q: Greetings,

I would like to transition an account that was being handled by an investment firm to one that would be income based, and self administered. I will start with approx 100K and add to it as funds come available. I am considering the income portfolio as a guideline. If I were to start with 12 names from the portfolio, which would you be most comfortable purchasing today? Or would you recommend all 22 names and adding to each as funds come available? I have a minimum 10 year timeline, if not longer. I currently follow the balanced portfolio and could not be happier. This account is for my bride and she prefers less risk. Thanks in advance, as a PSA, I have been a member since 2017 and haven't slept better since joining. Thanks!

Q: Thanks to 5i, I've had the best year ever in the stock market. I've recently been trimming some high beta stocks that have become overweight in my portfolio. Not knowing much about bonds, never owning any, I'm looking at ZBD to park the cash. In Feb 2019 you said" . Any mutual fund or ETF technically does not guarantee any capital, so although ZBD is very safe and provides a higher yield than a high-interest savings account, there is always a 'risk' with bond funds." Can you expand on what the risk is, does the current enviroment add to the risk?

Q: I am looking to alter my financial holdings into November and currently hold. 1 % position in WFC, BMO, BNS, FSZ, and SLF. I am considering replacing BMO and BNS after/before month end respectively and taking up positions in IVZ and JPM on any pull back.
What would your advice be, and/or do you have any more preferred suggestions?

Thank you in advance

Peter

Q: Would value your opinion/info on these 2 as always. Thanks! Austin

Q: Hi there. I hold positions in ABBV, PFE, MRNA, and AMGEN. I am looking for some supplemental help in the healthcare space and considering MDT, WBA, JNJ(on pull back and aware of legal risks).

What would your opinion and/or recommendations be on these companies JNJ/WBA/MDT Do you have one or two alternatives for a dividend conscious investor?

Thank you so much.
Peter

Q: Any latest comments on YEXT.Thanks.Paul

Q: Hi,
I wanted to increase international equity exposure by adding ETFs. I currently own VWO (about 3%). What is your view on VIGI and VEU? Could you suggest 2-3 other names? Thanks,

Martin

Q: Down 70% with PSI in a LIRA. Thinking of selling PSI and using the proceeds to buy TOU. Is TOU a good choice? Thank you.

Q: Received the notice of the investment seminar too late
Is there a link for Peters session and/ or recommendations of other presentations that impressed the 5I team at the conference?

I would think the 5 I take would be important to the family of subscribers 😎😇

Peter

Q: AIF is at its highest and has seen a significant increase of the last few months. What's causing this? Is it at risk of being overvalued and would you recommend selling, or is it a still a strong long-term hold?

Q: Is vbal a good option to hold entering retirement

Q: Hi 5i
Would you please provide me with a list of (3 CAN and 3 USA),
low beta stocks/ETF with some opportunity for growth.

Thank you

Q: For a long-term investor which of the above stocks would you recommend.

Q: Following up on your guidance to consider selling high-risk/high-beta stocks in anticipation of year-end volatility, would you consider LSPD and/or VEEV to be in this category? You have also suggested investors consider increasing exposure to large low-beta quality companies. I am overweight BEP/BEPC (almost 8%). Would you suggest holding the course given its size/low beta/ green focus...or trimming back to 5%? Thank you.

Q: I'm wondering why there is so much investment interest in renewable power. As far as I know these companies are highly subsidized by governments and they pay no taxes. What is going to happen when renewable energy companies have to face the same rules as do non-renewable energy compaines?

Q: Some pundits are suggesting a future spike in demand for copper due to an increase in electric vehicles, solar installations, and windmills etc.
Can you suggest some copper stocks and etf's.
Thankyou