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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: Good morning 5i;

I do not often see questions/comments regarding preferred shares; of which I confess I understand very little. Do you have a few good resource recommendations where one could educate themselves on these investment vehicles?

I would also be interested to know if there are any (understanding there's thousands of possibilities) preferred shares or preferred share ETF's you would suggest could be examined more closely for investment.

Thanks very much!
Read Answer Asked by Dave on January 17, 2024
Q: This is a question regarding portfolio composition, which I would describe as alpha-balanced. I have chosen not to invest in real estate (as I own a home) or materials (too volatile). I am overweight in Tech (17.5%), Industrials (19.25%) and Finance (22.3%). The other sectors are all at appropriate weights. I am somewhat concerned about having too much allocated to financials and seeking advice. The stocks I hold in relatively equal amounts are: BAM, BN, X, V and HMAX. (I hold HMAX strictly for the out-sized dividend with the expectation of little growth; with a solid dividend here, it frees up other funds to invest in more aggressive companies that don't pay dividends such as HPS.A and LMN.). Long story short: do I have too many eggs in one basket, or do my financials have sufficiently different drivers that you would be comfortable with this imbalance? Any other comments with regard to the strategy behind my chosen portfolio composition would be most welcome. Many thanks.
Read Answer Asked by Maureen on January 17, 2024
Q: Greetings 5i,
This ETF was mentioned in an earlier question today. I can't find 'MAGS'. Is there a typo?
Also, are there alternative ETFs that hold the 'magnificent seven' that have been around for longer?
Thanks as always
SP
Read Answer Asked by Steve on January 17, 2024
Q: Hello 5i,

Mid 60's couple in early retirement is asking for Bitcoin advice. We purchased Bitcoin in 2020 and sold the ETF when Bitcoin hit $63k usd. Since then we have missed two strike points to get back into the game as a 1/2 position.

Would you buy a Bitcoin ETF today or wait a few days to see if prices settle in? If one is to hold for the ETF for10 years would you purchase a CAD or USD ETF?

Thank you
D&J
Read Answer Asked by Jerry on January 17, 2024
Q: Trying to gauge potential runway for growth. Particularly market cap proxies. Are there any comparables that make sense. Do you see this eventually in time exceeding its all time highs? Are you buyers at todays price.
Read Answer Asked by Chris on January 17, 2024
Q: 5i, hypothetical question ... if I sell all of my cash account (15 stocks) , and my capital gain is 300K, is it 27% ~ of 300K I would have to pay ... and : Is there a way to reduce my contribution to the tax pool.
thank you
Read Answer Asked by Fernando on January 17, 2024
Q: MAGS Good morning, your thoughts on this ETF,
Thanks
Peter
Read Answer Asked by Peter on January 17, 2024
Q: Good day all. Back in august 2023 you mentionned Mewmont might not be the best choice for a gold miner. Morningstar US is recommending it this week and rates it as undervalued. What is your opinion on this stock at this time? Is it a good time for gold stocks? I need a materials stock for my TFSA or Cash account. If not this one can you please suggest another? Please deduct neccessary questions credits. Thank you.
Read Answer Asked by Roger on January 17, 2024
Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?
Read Answer Asked by Peter on January 17, 2024
Q: I see opportunity here to purchase a company that has a single resolvable problem that will not cost any more capital other than that which was lost. Reputational damage will be in the rearview mirror in 12 months. Likely sooner than that the shareprice will begin catching the developing favorable winds of the precious metals sector.

Would 5i agree, dissagree, or add anything to this brief thesis?
Read Answer Asked by Duane on January 17, 2024
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