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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: Hi 5i,
I've held a stake in KEY in my RRIF since the 2020 meltdown, which is now up considerably. I'd always told myself I would divest 1/3 of it if it reached $40, and it looks like that may happen pretty much anytime. What would be your top 3 non O&G, non-utility suggestions to replace that 1/3 of KEY (which currently yields 9.48% based on my cost base). Primarily I'm looking for income, but some growth is always nice too. Aside from the exceptions noted above, sector allocation isn't a concern for me.
Or would you suggest that based on KEY's fundamentals and the healthy yield I enjoy I should set my target higher - perhaps $45.00 - and wait a while longer before divesting a portion?
Thanks for your input,
Peter
Read Answer Asked by Peter on August 16, 2024
Q: I suppose you are now used to your subscribers thinking you have the answer to absolutely everything financial and often otherwise. It's partially your own fault because you do such a good job of replying to the questions. So let me join the club of way-out speculators seeking your views on this headline in the Financail Post today:

CRTC expands ruling to allow smaller internet providers access to Bell and Telus fibre networks

Can you put your gage on this throbbing issue and speculate on the financial impact on the two internet service providers?

Many thanks.
Read Answer Asked by TOM on August 16, 2024
Q: Can you compare the three and why you would prefer one over the other? And also for a retired income dependant investor how much would you consider to allocate in a portfolio? Tks Larry
Read Answer Asked by Larry on August 16, 2024
Q: I was on the verge of selling CAE until seeing that it had taken a recent jump in price in the last couple of days.

Could this mean the company's promise is finally coming to some fruition?

Would you recommend continuing with selling it as part of a portfolio clean-up or waiting and seeing if there is renewed hope on the horizon for this company?

Thanks as always.
Read Answer Asked by Kevin on August 16, 2024
Q: Hello 5i,

We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?

Thank you
D&J
Read Answer Asked by Jerry on August 16, 2024
Q: Is there an Canadian ETF that covers the magnificent seven?
Thanks very much.
Dorothy McConville
Read Answer Asked by Dorothy on August 16, 2024
Q: Hello 5i Team

1 - HBB

Global X's webpage for Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB) lists the following fees:

Management Fee - 0.09 % + applicable sales tax
Management Expense Ratio - 0.10 %
Trading Expense Ratio - 0.15 %
Swap Fee - No more than 0.15 %

Therefore are the maximum total fees that I would pay for HBB as follows:

Management Expense Ratio + Trading Expense Ratio + Swap Fee

0.10 % + 0.15 % + 0.15 % = 0.40 %

2 - HSAV

As HSAV is also a corporate class fund why would Global X not list a swap fee for HSAV?

Thanks


Read Answer Asked by Stephen on August 16, 2024
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