Investment Q&A

Q: A Market Call guest stated Brookfield's annualized return was 18% over 30 years leading me to wonder if there was a way to calculate such a number by including the number of spinoffs which have been many. Can you confirm or deny the 18% claim?

Q: I have money to invest in a registered account and do not need the funds for at least 5-10 years. I was planning to buy a GIC, but the rates for 1 to 5 year terms are only in the 3% range. Instead, I am thinking of buying ZWU with a 7% return, realizing that there is no guarantee on the ETF price, but the rate of return is significantly higher than the GIC. My understanding is that the utitilies sector is quite stable and the price of this ETF does not tend to move much.

Do you see this as a good strategy to get a higher return with relatively low risk to the erosion of my investment value, given the long time frame?

Also, what would be an acceptable price to purchase ZWU?

Q: Hi
You recently suggested VEF for international exposure . This is the hedged ETF which I gather from past questions you don't really favor hedging. Could you explain why and when you would hedge and is there an alternative unhedged version of VEF?
Thanks
Jeff

Q: Hello 5i,
With regards to MDT & other Irish Domoniced companies that trade on the USA markets such as TT, CAN, ETN, AON, etc.… My broker withheld 25% on all dividend payments in 2024 even though the shares were held in a RRSP. I did well with MDT (Option Premium+Div-Net of Tax, Capital Appreciation) and at some point, I would like to own for dividends MDT or any of the other Irish Domoniced companies that trade on the USA markets. I reached out to my broker since there is a tax treaty with Canada / Irland and completed all recommended documents; the broker continued to deduced 25% of all dividends paid. My question is before I pay the $500 global tax collection or pay a 3rd party for advice would you happen to know or perhaps a reader might know should the Dividend Taxes 25% be taken even in RRSP’s on all Irish Domoniced companies? The net tax so far was ~$3.5K USD so it’s probably enough to seek other avenues to collect the Dividend Tax funds. The simple answer is to seek accounting advice which I certainly will be as an accountant my self this will be a very specialize question that will need an opinion issued.
investorrelations.medtronic.com/opportunities-obtain-irish-dividend-withholding-tax-dwt-exemption
stockanalysis.com/list/irish-stocks-us/

Q: Can you please share your assessment of this company? Looks like they have just announced a definitive feasibility study.

Q: Would you pls advise your top5US equity ETFs. No sector preference - Yield5 t ore - ,medium risk Thanks

Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years

Q: I have read a synopsis of the recent Ray Dalio book, a guy who has a solid reputation in world wide financial circles. He sees 3 years max at the current rate of spending until the a U.S. hits a wall and serious defaults begin to happen,and the U.S. dollar gets hammered.I have no confidence that Carney can make any positive moves here in Canada to improve the economy . He showed his hand today. Everything will come back to his climate change issues, and dealing for years with native tribes, which will stall investment,and retard any hope of significant positive change. So, as an aging senior where do I go to best protect my capital here in Canada…..Gold, bitcoin, Swiss francs ?I’ve been a market investor for 55 years. Seen pretty much everything. I’m wondering if this time it really is “different”.
Thoughts?

Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks

Q: Sorry, still trying to figure out if Today's $10 drop presents an opportunity to add some shares.

In your view, today's sell off is not acquisition related. If so, why would stock be down a bunch, in an otherwise stable market, when its peers, which are also up YTD as well over 12 months, are trading as if business is usual. It looks weird !!

Would you have an idea, what is the cost of the Lexica deal and if there is a possibility that WSP may be considering a secondary offering to finance the deal ?

Thank You

Q: Are these companies basically in the same business

Q: Hi 5i, I'm looking at some US Stocks for my RRSP with a decent dividend yield , how would you rank these stocks. KHC RITM CVX, if you could suggest a couple more , thank you

Q: Question on Fairlead Tactical Sector Fund (TACK: NYSE).

What is your opinion of this ETF for a tactical play on different sectors in the U.S. ? "Fairlead Strategies employs a systematic approach to technical analysis focused on the identification of important trends and support & resistance". I am aware of the high MER of 0.73%. fyi, TACK is not currently in your database. Thanks as always !

Q: Hi Peter, was there an announcement that GSY was going to split or was it something else. I haven't been able to find the news release. Thanks

Q: Thoughts about their latest acquisition? It seemed a little bit outside of their core business

Q: As I read their press releases TKO has a new mine which should be producing copper towards the end of this year and the CEO has noted that the new mine will increase production and cash flow etc - although the extent of the increase is not defined. Could you please provide some guidance on the extent this new mine will have on the profitability of this company. Thank you.

Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?

With thanks.

Q: What is the best way to invest in crypto curriences 1) best known 2) lesser known thanks

Q: Hi, which offers the better risk-adjusted return at this time? Secondly, is this a reasonably good time to invest in that stock and/ or sector?
Thanks

Q: Nonresidents withholding tax tariff ,there could be a window to Donald to increase the percentage from the actual 15 % to 20-25 ??
How will this affect the dividends to ETF with some US exposures? Are Rsp totally exempted ?
How could such a move jeopardize the U.S. economy,
Did diverting some fund to. ZWE or other alternative could represent a good defensive move.