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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: My 28 yo son has $6k USD to invest in his RSP. I have considered many good companies, and whittled it down to 4 choices. I could not find a site to learn the ROIC on these companies. Could 5i provide please? Could 5i rank these 4 based on their growth potential? No requirement to comment on sector allocation within portfolio as that is in hand. Thanks in advance.
Read Answer Asked by Bob on October 19, 2021
Q: Hi team,

What are your thoughts on these Canadian beat up tech cos (AT, WELL, WE, STC, CTS, SFTC)? How would you rank them in terms of quality and your favorites at current price?

I look at AT and 12x F22 ev to ebitda. That is 5x less than TTD!!! Seems insanely cheap.

CTS also seems to be out growing their peers and have an attractive 10.6x F22 ev to ebitda.

And WE has Bill Ackmans backing!
Read Answer Asked by James on October 19, 2021
Q: Brookfield Companies.

They are a comfortable base holding for me.

If the intent of your (5i) investment strategy is to “beat the market,” is it time to sell these holdings and look for better growth and/or income?
Read Answer Asked by Danny on October 19, 2021
Q: I am a Canadian citizen who resides full-time in the U.S.
Just recently, my Canadian bank (CIBC) restricted my Canadian-domiciled RRSP to only sells, rendering it virtually useless.
I am under the impression trading a non-registered account is not illegal.
I understand this is not in your wheelhouse, but do you know of any financial institutions which allow foreign residents to trade their RRSPs?
You can post this on the public portion of the Q&A in the hopes it helps others in my situation.
Thanks, I really hope you can offer some assistance.
Read Answer Asked by Kyle on October 18, 2021
Q: Wondering how to lessen tax on dividend income in a cash account. I gather using a DRIP doesn't do anything in that regard?? If not then is there any holding, individual equity or ETF, that provides a utility, telecom or reit type of relative safety with dividend that somehow lessens the tax one would normally pay on dividend income. Thank you for your help. Ken
Read Answer Asked by Ken on October 18, 2021
Q: I am a 74-year-old, retired, conservative investor. Please advise if investing new money into REITS and Preferreds would be advisable at this time when it is likely that interest rates will be rising in the near term. My portfolio is currently balanced with 50% in 5-year laddered GICs, 10% in corporate bonds, and 40% in income generating ETFs; 51% Canada, 32% U.S., 15% Europe, and 2% Asia. Thank you.
Read Answer Asked by Paul W on October 18, 2021
Q: Hello 5i,

Can you please explain to me the difference between the following selling techniques:

Stop market, stop limit, trailing stop market and trailing stop limit. I am a new investor and would appreciate some concrete examples. Also feel free to supplement your explanations with links to any good videos. I find this tricky...I hate being stuck holding a stock for years before it bounces back.
Read Answer Asked by Adrian on October 18, 2021
Q: What 5 companies would you recommend when starting a dividend portfolio?
Read Answer Asked by Bill on October 18, 2021
Q: I've been watching ATZ with interest, and fear. Do you have any information on the present shipping chain tangles that are affecting so many shipments from Asia? If ATZ suddenly finds itself waiting for stock to arrive, quaterly figures could quickly deteriorate and stock prices could tumble. Or am I just seeing imaginary problems? Does ATZ have a Plan B if shipments of stock are delayed at point of shipment? To open a partial position now or wait for shipment problems to be resoved ... that is the question? Thanks for your continued help, Elmer.
Read Answer Asked by Elmer on October 18, 2021
Q: I want exposure to health. Looking for growth in the next 5 years. Can you please rate these companies in term of growth in next 5 years, starting with the most potential? And what is a good entry point for them?
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.
Read Answer Asked by Anh on October 18, 2021
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