skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.

Tom
Read Answer Asked by Tom on April 25, 2024
Q: Good morning 5i
I sent in a question but it must have gotten lost over te weekend. A member recently said that if he should become incapacitated he left instructions for his wife to sell all stocks and buy vbal, as she was not interested in stocks and this would be a solution.
There are probably many of us in this situation. But,i wonder if one would not be better to sell gradually while alive and capable. After all, you will bot get the big tax hit. Also, in case of the death of one partner, it maybe better to start selling earl, even though it involves capital gains. Because the tax on the one remaining spouse , without the benefit of income splitting will be very high.

One problem i have with this plan is that i have a lot in US dollars. And i want to keep them. One solution i thought woul be to put much more in berkshire. But I don’t know of any US etf that works like vbal. Would you have suggestions on this?
Thanks
Read Answer Asked by joseph on April 25, 2024
Q: On 9 Jan 2023, Horizons ETF issued a press release with the following comments on HSUV.U:
“suspension will help manage potential tax implications and ensure that HSUV.U can continue to reinvest its distributions”
“Horizons ETFs is strongly discouraging investors from purchasing shares of HSUV.U”
I was wondering what the risk was for: a) managing potential tax implications, and b) the inability to reinvest its distributions. The other point discouraging investors from purchasing shares was new to me and I’d be grateful for your views.

Also, in the not so remote possibility that the growing US Govt debt finally produced the anticipated “big bang” (ie. default, no new ceiling, … what else?), what would you expect to see just prior to the explosive event? If you were retired and had 65% of your nest egg presently in money market funds (100% safe), what number (% safe) would you apply to moving the funds to HSUV.U?

Your deep and practical insights into how the market reacts continue to surprise and impress me. I have learned so much since my first subscription to 5i and can simply offer a big thank you. And, of course, keep trying to do my own financing homework !
Read Answer Asked by TOM on April 25, 2024
Q: this one is eligible for dividend credit?as with GIC its interest ,correct?
So for tax reasons it would be more preferable?
About Alaris,what is happening with this company?and why is it lagging ?
You think alaris would be a good investment now?
Read Answer Asked by mary on April 25, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!