Investment Q&A

Q: I just asked a question about BIZD for RRIF income. In addition, what are you thoughts on LVHI? Would you recommend both or recommend a USD dividend stocks instead?

Thanks again.

Q: Good morning; I read an article in the G&M on the weekend regarding the remote possibility (should Trump win) that they may change how the US Fed operates; affecting its independence and role as the world currency.

Crazier things have happened and with 50% of my investments in $US it got me wondering - if the US Finaincial system were subject to such change, which currency could/would replace it? I’d be interested in your view of the likely top 3.

Thanks very much,

Dave

Q: I need some USD income investments for my RRIF.

1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?

Thanks so much.
Dan

Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed

Q: Could you list any possible positive events that could prove good for Aqn. If possible, the chances they might materialize in 2024.
I like the current dividend and payout ratio is fine but I am feeling stuck.

Q: I have no exposure in any of these companies. Would you suggest I buy a basket of a small amount of each or could you recommend one or two for a non registered portfolio.
Appreciate your advice.
Dorothy

Q: Greetings: This question is not only directed to 5I but also to any members who own Neighbourly Pharmacy CVR'S. My cvr's were removed from my self directed RBC account. RBC can't supply me with an explanation as to where they went. I have tried to phone Persistance capital- left three messages- with no return call. Anyone have any suggestions? thanks BEN.

Q: Could I have your assessment of Hammond Power Solution's 1st quarter report that was released last night? I am not sure what is meant by "earnings per share significantly impacted by share-based compensation".
Thanks 5i.

Q: Hello in the investor suite report the yield for this stock shows as 10%? Is that really the case? Were you talking about some other stock? Thanks.

Shyam

Q: According to Yahoo finance , HMM has a cheaper PE. How does it compare to DRX in price appreciation ? Thanks a lot.

Q: CPSM is a new etf that "guarantees" 100% capital protection if purchased on May 1 and held for one year with a limit on upside tied to the S&P 500 of slightly over 9% even if that index climbs higher than that over the next year following purchase. Any gain on sale is capital gain if there is appreciation. There is no real guarantee but this company has experience using options to protect the downside and I see this as a reasonable candidate to reduce downside risk by forgoing some potential upside and could be a piece of my portfolio. I'd like your cautions which are expected but also if held longer than one year is there continuing potential benefit and downside protection such that it may make sense to hold for a period of years and delay any capital gains reckoning for tax purposes or is any of the fund's promise lost after the one year hold so that sale at that juncture makes sense. Appreciate your diagnosis on this one.

Q: There appears to a significant array companies and investment in Holography and its various applications. Can you provide any insight about its future, particularly as to applications that have serious business potential? Are there any investable public companies or IPO's at this point?
Thanks, Hugh

Q: I am looking for quality "dividend growth" focused ETF (not "high dividend" ETF) in CDA and US , with an optimal balance of sectors ( some of those ETF showing, in my vue,a disproportion of sectors, like an excess of financials (ex. 40-50%) etc..). Could you suggest your 2-3 choices in CDA and US ?

Q: What percentage of CS production will be Copper ? thank You RAK

Q: Do you think the copper trade has legs for those looking to get in at this time? Thanks,

Jason

Q: Can you suggest 10 best (sleep at night) low risk, monthly/quarterly income, tax efficient, Canadian etfs. Monthly preferred but not essential. Held in non registered account.

Q: Re: Capital Gains Inclusion Rate 66% within Corporations after June 25, 2024 (no tax integration with personal gains exemption on first $250 K)

Given the choice and all else equal, would it make sense to trigger capital gains within a Corporation portfolio, before June 25, 2024 and conversely, trigger losses after June 25, 2024? This is also part of a rebalancing exercise that I was planning anyway. There is no rush, financial need, or cash flow issue.

(Disclaimer to take pressure off you: Market prices fluctuate, investment decisions should not be based on tax considerations alone, and complex decisions should be done with financial advisor, accountant, etc).

Q: Hello 5i team,
I have HBND in my TFSA for US bond exposure (and the high monthly income). The ETF started in Sept of last year and was wondering what your thoughts are in general for this security?
Thank You,
Andrew

Q: Hello 5i team,
I currently hold Telus and was thinking of switching to BCE since the dividend is larger. It seems telcos are not doing well over the past few years and was wondering what you think may be the cause of this? Also I was thinking that BCE is at a 10 year low and may be hitting a bottom, so there would be a better chance at appreciation as well as the dividend.

This is also to simply having a telco in my portfolio for exposure and it looks like BCE has a better chance of improving than Telus (TIXT is probably dragging it down).

Thank You,
Andrew

Q: Can you give me an opinion on Tier One Capital Limited Partnership.
I note the dividend is very high and the market cap very small Would you consider it for an investment to produce a solid ongoing dividend?
Thanks
Elliott