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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: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?
Read Answer Asked by Tim on November 20, 2024
Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris
Read Answer Asked by chris on November 20, 2024
Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG
Read Answer Asked by Camille on November 20, 2024
Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you
Read Answer Asked by Hali on November 20, 2024
Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You
Read Answer Asked by Chant on November 20, 2024
Q: This is a follow-up question to one I asked a few days ago regarding increasing Int’l exposure to my TFSA. Would the structure of the Global X Corporate class ETFs, eg. HXDM, HXS, HXEM, eliminate the drag of withholding taxes on the portfolio?
Read Answer Asked by Bruce on November 20, 2024
Q: Looking to park cash for 2 to 3 years in a low volatility etf with a decent distribution. I am looking at above mentioned etf and would appreciate your analysis or do you have other recommendations? Thanx.
Read Answer Asked by Steve on November 20, 2024
Q: Hello 5i!

I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)

And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?

Thanks for your incredible service!
Read Answer Asked by Josh on November 20, 2024
Q: Now that we’re closer to world war 3 should we go to cash? How do markets react during times of world wars?
Read Answer Asked by David M. on November 20, 2024
Q: 5i is alway saying that they prefer an unhedged stock over a hedged stock. If you want to buy a US unhedged stock, but you don’t have any US cash, is it better to buy the stock in US$ or Canadian $. Please make the assumption that you are going to hold the stock for a long time and you believe the Canadian $ will come back at some point. Thanks for your help.
Read Answer Asked by Barbara on November 20, 2024
Q: hi,
I own both BCE and T - both down a bit now. can I get your latest thoughts on these 2 as a buy, sell, or hold. all else being equal, do you see the purchase of assets in Pacific Northwest USA as good for growth, eventually. and what do you see as the risk for a dividend cut for BCE and Telus? finally, if selling, where would you suggest to look elsewhere for some growth ( slightly beating inflation ) and good dividend yield?
cheers, Chris
Read Answer Asked by chris on November 20, 2024
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