Investment Q&A

Q: Peter Can I please have your take on BTQ?

Thanks

Upvote 3

Read Answer Asked by Richard on January 01, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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• Vanguard Dividend Appreciation FTF (VIG)
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Q: Happy new year 5I! (this question is not urgent),

Given how far the Canadian dollar has fallen, in an RRSP is there any merit to switching a VIG to VGH if one thinks the CAD will bottom soon and then slowly work its way up by 9-10% in value over the coming years?

Thank you for all your insight in 2024!

Upvote 3

Read Answer Asked by Kat on January 01, 2025

• Boardwalk Real Estate Investment Trust (BEI.UN)
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Q: What is your outlook for BEI? It is down approx. 30% from its high. Has broken well past its 200 day moving average. If you held it today would you continue to hold or sell?

Upvote 2

Read Answer Asked by Jacques on January 01, 2025

• Oaktree Specialty Lending Corporation (OCSL)
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• Schwab US Dividend Equity ETF (SCHD)
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• Blue Owl Capital Corporation (OBDC)
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Q: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin

Upvote 3

Read Answer Asked by Colin on January 01, 2025

• Argan Inc. (AGX)
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• Carpenter Technology Corporation (CRS)
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Q: Merry Christmas. I'm doing some trimming in my unregistered U. S. account early in the new year. I have had a great run with both these stocks. Does either 1 have any headwinds ? Which has more upside ? Trim both, or sell 1?
Have a great new year gents.
David

Upvote 3

Read Answer Asked by David on December 31, 2024

• HIVE Digital Technologies Ltd. (HIVE)
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Q: What's up with HIVE? It is getting pummeled pretty hard even though BIT coin is still over 90 grand. Between Hive's holdings of BIT and over cash what per centage of the market capital is covered. Seems like HIVE is oversold. Agree?

Upvote 3

Read Answer Asked by Paul on December 31, 2024

• EQB Inc. (EQB)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Docebo Inc. (DCBO)
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• Propel Holdings Inc. (PRL)
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• D2L Inc. Subordinate Voting Shares (DTOL)
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Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick

Upvote 54

Read Answer Asked by Gary on December 31, 2024

• S&P/TSX Composite Index (TSX)
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Q: hi,
do you have data for the average dividend yield for the TSX index for the last 5 and 10 years?
cheers, chris

Upvote 7

Read Answer Asked by chris on December 31, 2024

• Astera Labs Inc. (ALAB)
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Q: Atera has been on a tear. Would you consider this stock speculative, not supported by fundamentals, ahead of itself, buyable, holdable?

Upvote 2

Read Answer Asked by Shelley on December 31, 2024

• Harvest Premium Yield Treasury ETF (HPYT)
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Q: Can you explain the dynamics of this ETF declining some 18 % this year. Thanks. Derek

Upvote 2

Read Answer Asked by Derek on December 31, 2024

• Canadian National Railway Company (CNR)
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• Freehold Royalties Ltd. (FRU)
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Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill

Upvote 3

Read Answer Asked by Bill on December 31, 2024

• Purpose Premium Yield Fund (PYF)
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Q: Curious what your thoughts are on PYF for some income? Also, how is it taxed in a registered account? How are ROC and option income taxed?

Upvote 2

Read Answer Asked by Carla on December 31, 2024

• Peyto Exploration & Development Corp. (PEY)
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• Tourmaline Oil Corp. (TOU)
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• Advantage Energy Ltd. (AAV)
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• Birchcliff Energy Ltd. (BIR)
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Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year

Upvote 7

Read Answer Asked by mitchell on December 31, 2024

• goeasy Ltd. (GSY)
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Q: What should the ultimate p/e ratio for Goeasy be? I know that p/e ratio in this sector tend to be low, but what would be fair in your eyes if say earnings growth plateaued at around 15% per year long term? 10X? 15X? Thanks.

Upvote 4

Read Answer Asked by Michael on December 31, 2024

• Visa Inc. (V)
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Q: Looking to invest in Visa on NYSE at $383 but on Canadian site found Visa.ca at $30. What is Visa.ca, is it some play on Visa

Upvote 2

Read Answer Asked by David on December 31, 2024

• BMO Ultra Short-Term Bond ETF (ZST)
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• Dynamic Active Ultra Short Term Bond ETF (DXV)
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Q: What do you think about swapping dxv for zst for 1% higher yield.

Thank you

Upvote 2

Read Answer Asked by JACK on December 31, 2024

• Global X S&P 500 Covered Call & Growth ETF (XYLG)
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• Global X Russell 2000 Covered Call & Growth ETF (RYLG)
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Q: QYLG and XYLG dropped "extremely more" than the market ( close to 16%) on December 30th ,and it seems that RYLG had about the same pattern. Thanks for any explanation..

Upvote 1

Read Answer Asked by Jean-Yves on December 31, 2024

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
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Q: Hi Team,
If you own CURA in a RESP & are a patient investor with -84%, do You add, sell.
Thanks
Best Regards

Upvote 1

Read Answer Asked by Djamel on December 31, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: should i sell my bip.un and buy bipc
The latter seems to be outperforming the former
Thanks

Upvote 2

Read Answer Asked by Peter on December 31, 2024

• TELUS Corporation (T)
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Q: Im a retiree in late 60's, focus on Income with a growth potential down the road.
Further to Nancy's question on Telus on its current dividend of about 8%+, and a free cash flow almost 2x of dividend, will this be a time to buy given that the interest rate is coming down, and the banks GIC is about half of this return. I have some idle cash looking for a steady return like GIC. Do u forsee any dividend cut ? Thanks again

Upvote 7

Read Answer Asked by DAVID on December 31, 2024