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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: Where on the 5i web site can I find a sample portfolio(s) pls?
Read Answer Asked by Ron on March 21, 2024
Q: I've asked quite a few questions on these new Hamilton ETF's and thank you for the explanations you have given me thus far . They have been very informative ..... I'll likely have a few more before I make my final decision on whether to purchase .... I have noticed that though 5i generally gives them a nod of approval you fail to recommend them in questions as a covered call option. For example in a question this morning from KIM looking to replace his 11% yield from EIT.UN you give ZWU as an option instead of UMAX which yields better than KIim's target yield. First question is why ? The fact that you are giving the nod to the BMO product is making me pause in my purchase of the Hamilton product .....
Second question is though UMAX has only been around since June 23 please give the both the return without dividends and the return including dividends for both UMAX and ZWU during the available time period ? Thanks for your terrific service .....
Read Answer Asked by Garth on March 21, 2024
Q: Please rank for growth from 1-10 with 10 being best
Read Answer Asked by Doug on March 21, 2024
Q: I one " strongly believes" that swiss money could be a protection against US or CDN dollars ( for various economical reasons..),would it then make sense to invest in a swiss multinational Cie to obtain benefits from a future growing exchange rate ,if yes what Cies (2-3) listed on US market would be interesting at the présent time?
Read Answer Asked by Jean-Yves on March 21, 2024
Q: MCan Financial is selling 1.6M shares at $15.40 to raise $25M. This is about 5% of their market cap. What is your feeling on this dilution and how do you see it affecting their dividend? I have enjoyed their high dividend for many years and am now wondering if this is a worrisome sign, or is it a cheaper way to raise operating capital? The drop today brings the price to close to the $15.40 mark. Do you expect the price to fall further once the offering is closed and people try and sell their shares?
Read Answer Asked by Gordon on March 21, 2024
Q: Recently, I’ve noticed that Canadian inflation has been more subdued compared to the United States. Given this observation, I’m wondering if it’s reasonable to interpret that Canada might reduce interest rates sooner than the U.S. If this holds true, and considering my intention to purchase more U.S. stocks, would it be advisable for me to start acquiring more U.S. dollars at this time?

Your insights would be greatly appreciated. Thank you in advance for your guidance.
Read Answer Asked by Esther on March 21, 2024
Q: Received a Class Action Notice from XBC..CA regarding a proposed class action settlement, which reads in part:
"SUMMARY OF THE SETTLEMENT:
On October 19, 2023, the Superior Court of Québec (“Court”) approved the settlement of this class action.
Under the Settlement, CAD $5,000,000 (the “Settlement Amount”) has been paid in full and final settlement of all claims against the Defendants, including Class Counsel’s fees, applicable taxes and expenses, and interest, in exchange for a full release and settlement of the class action."
Number of shares purchased was 800 @$10. Would you know the approximate number of shares that were outstanding at the time (Nov 10 2019 to Mar 24 2021) and In your experience, is it worth it to submit a claim?
Many thanks.
Read Answer Asked by Carlos on March 21, 2024
Q: I'm thinking of journaling the above inter-listed securities over to my US RSP account as a currency play (I'm expecting CAD weakness vs USD over next 1-2 years). Other than CAD dividend exchange rate fees, are there other caveats to be aware of with any of these securities specific to their US listings? I.e. liquidity on NYSE? Thank you.
Read Answer Asked by Tony on March 21, 2024
Q: Is there a US dollar version of these that would not have the 15% withholding tax?

Thanks for all your great work
Mark
Read Answer Asked by Mark on March 21, 2024
Q: I recently bought into Klaviyo as a speculative play based on Shopify having a significant stake in it. In looking at its quarterly report with my untrained laymen analysis skills, am I correct in thinking that things seem to be going okay with this company? I’d appreciate your thoughts about where, provided things go well, this company is going in the future? (Steady grower, volatile changes, buy out candidate) Are there any comparables?
Thank you for the great service!
Mike
Read Answer Asked by Mike on March 21, 2024
Q: In the US last week, there was a landmark agreement with the National Realtors Association that should change the way commissions are determined across the board. There should be more competition with lower commissions. Can you comment on how the decision and the new direction might impact the housing market here in Canada and what impact it may have on companies in the real estate buy/sell market? What companies might be affected? How big might the impact be? Who could be winners and losers?
Read Answer Asked on March 21, 2024
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