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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: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector
Read Answer Asked by Hector on November 12, 2020
Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.
Read Answer Asked by Clinton on November 11, 2020
Q: The results today seem very good. Can you comment
Read Answer Asked by Leon on November 11, 2020
Q: own 200 shares of GC @ $42.95 - what is your long term outlook ( 3-5 years) with the prospective new owners.
I do not need the tax loss benefit but am looking at selling CAE immediately with the latest price jump and buying back later in Dec. with the outlook of a drop in price caused by those who do need the use of the tax loss.
Which one of the major gold companies has the greatest potential to outperform in 2021/22 ( not considering risk )?
Read Answer Asked by ed on November 11, 2020
Q: Hello 5i team,
I have become interested in buying a small position in this company. It missed expectations this quarter and dropped to $94 but seems to be quickly regaining its momentum. What is your opinion of this company for a long term hold? Does it have a lot of debt?
Thank you for your help,
Jane
Read Answer Asked by Jane on November 11, 2020
Q: Hello 5i Team
The Northview Canadian High Yield Residential Fund Class A units, initial public offering has closed and the units have begun trading on the TSX as NHF-UN.
The units are trading today (Tuesday) around $13.00 up from the IPO price of $12.50.
The website “northviewfund.com” does not offer much information yet other than the initial prospectus and IPO marketing materials.
Questions I have are as follows:
1 – How does a “closed end fund” differ from REIT from an investment and/or taxation perspective?
2 – Is this a reasonable investment, given a three to five year hold.
3 - When compared to the other residential reits (BEI.UN, CAR.UN, IIP.UN, KMP.UN, MI.UN and MRG.UN), how does NHF.UN rank?

Thank you
Read Answer Asked by Stephen on November 11, 2020
Q: How would you set up an income investment for a single senior expecting to need the dividends/distributions for living expenses. for another 25 years. It could be individual stocks, funds or ETFs, or a combination of them. The amount to be invested is $80,000 to $100,000 CDN. Half in a TFSA and half in a cash account, self directed.
Thank you for the great advice.

ou suggest 10-12 stocks
Read Answer Asked by Elliott on November 11, 2020
Q: I intend to reinvest the proceeds from the NVU.UN buyout settlement. I'm looking at TCN or IIP.UN as replacements. I'm leaning towards buying TCN to diversify a bit into the USA housing market since I also hold CAR.UN and to avoid the effects of the Ontario rental rates freeze. Total hold for the two holdings would be about 6%. What is your view of which of these options to chose and also would you suggest a third alternative?

I realize that market timing questions are almost impossible to answer, but given the very recent bout of almost irrational market exuberance, should one buy now, make a partial buy now, or hold off a bit?
Read Answer Asked by John on November 11, 2020
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