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: I'm interested in investing in a basket of companies that you think have the ability to increase their dividends even in a recessionary environment. Could you please send me some of your favourite ETF's that would give me exposure to these kinds of companies. If possible could you suggest ones that give me the necessary exposure to:
Canadian companies
American companies
International companies.
Thanks for your appreciated support.
Read Answer Asked by Les on October 20, 2023
Q: Hi, Can you please provide your opinion on current valuation, growth prospects and a decent entry level to start a new position? It was mentioned that stock has seen a run up in its price and may need to consolidate. Actually, just within last 10 days, it has shot up almost 10%, since it was added to 5i Growth Portfolio ( Kudos to your team for the Great selection and Excellent timing !!! }. Thank You
Read Answer Asked by rajeev on October 20, 2023
Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Mike
Read Answer Asked by Mike on October 20, 2023
Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter
Read Answer Asked by Peter on October 20, 2023
Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks
Read Answer Asked by RUPINDER on October 20, 2023
Q: Hi 5i,
In today's environment; October 17, 2023.
If one wanted to purchase a Canadian Passive Fixed Income ETF to hold in a TFSA for 1 to 3 years and then potentially sell. Can you suggest some ETF's that might give out sized Total Return. My goal is Total Return and not necessarily High Yield.
Read Answer Asked by Ian on October 20, 2023
Q: Hi 5i,
Are ETF and Fund companies required to detail "Performance Fees" in the "Fund Facts" document? If not, where must it be disclosed?
Read Answer Asked by Ian on October 20, 2023
Q: From what I understand from 5i - HCAL should move up much faster than HMAX and ZWU should move up faster than UMAX when the market begins its recovery. Is this a correct analogy? Thx James
Read Answer Asked by JAMES on October 20, 2023
Q: What is the potential regulatory risk related to HISAs? Is it restricted to HISA ETFs?

I have funds parked in a BMO investorline HISA for immediate deployment when needed:

https://www.bmoinvestorline.com/selfDirected/pdfs/BMT_HISA_Terms_CAD_EN.pdf

Can you explain what the regulatory risk and if it is applicable to my current holding?

Is there a better place to park funds?
Read Answer Asked by Simon on October 20, 2023
Q: Dear 5i
When stocks that payout dividends/interest monthly i assume the share price of the stock temporarily goes down after the distribution is payed . If that is correct would it be wise to buy into that stock at that point when the stock is lower after the distribution ?
Also i can't decide whether to top up my enbridge position or start a new position in pembina . Do you have a preference ? Is it a good time to take on an energy position in addition to CNQ which i currently have ?
Thanks again and deduct as necessary .
Bill C
Read Answer Asked by Bill on October 20, 2023
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!