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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 have a GIC coming out with an auto reinvestment rate of 3.75%. I would like to buy 5 stocks as well as 5 elf's or .......? that pay at least 5% and are reasonably safe with possible capital gains. This will a total of 10 investments of 10k each. I think that we can do much better than 3.75% and would appreciate your recommendations or suggestions! Thanks, James
Read Answer Asked by JAMES on October 08, 2024
Q: Please recommend a Canadian low volatility dividend etf
I am primarily interested in income with possibility of some growth
5-10 year horizon
Many thanks
Read Answer Asked by Peter on October 08, 2024
Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you
Read Answer Asked by Nick on October 08, 2024
Q: Please help me understand On proxy form,I vote to acquire all units of fund for common shares of new co.or cash as the case maybe. On booklet attached with proxy form it statyes:one unit of Aw.un for one share or $37 in cash or combination consideration consisting of 67.5% in shares and balance of 32.5% in cash. In sum what am I getting? Txs for U usual services & views
Read Answer Asked by Peter on October 07, 2024
Q: Have about $18.0 K U.S. that I would like to put to work for 30 to 40 months. Would appreciate suggestions - ETF or individual security. Sector not too relevant although, like most Cdn, investors, I am overweight financlals and resources. Keeping the funds in U.S., a mix of capital appreciation and reinvested dividends would be nice. Thanks for all the 5i Team do and a shout out to all the members whose thoughtful questions have helped me in recent years.
Read Answer Asked by Bill on October 07, 2024
Q: Bell used to be known as the orphans and widows stock, so I purchased some for the dividend which was better than a GIC at the time thinking that Bell was a fairly secure and stable stock.
Now I am under water by quite a lot and wondering what to do with it. How long do you think it will take to recover at least some of its losses. The dividend is good but if it keeps going down, then the dividend is not much good.
Is it a hold or a sell?
If it is a sell, what is a good replacement?
I am a senior.
Thanks for all your help.
Shirley

Read Answer Asked by Shirley on October 04, 2024
Q: Hi,

Assuming the conversion from a trust into a corporation, and if you were holding the shares, what would you do as it pertains to the offer @$37 prorated based on the current trust holders choice. At a minimum one will get a third of their units in cash, and the balance is new shares. Would you take the money now and buy back the corresponding shares once the dust has settled? I don’t see the share price maintaining $37 over the short term, if it would, it should already be there.

Your thoughts?
Read Answer Asked by Kelly on October 04, 2024
Q: I am assuming that the recent increase in weight of BEP.UN (Income Portfolio) is also an endorsement to accumulate BEPC since they are supposedly “equivalent”. EPS forecasts for BEPC appear as grim as for BEP.UN, with increasing losses forecast for ’24 and ’25. In a recent Q&A on BEP.UN it was stated EBITDA is more relevant than EPS since it’s a limited partnership. BEPC is not a limited partnership so should it be valued differently? I don’t recall ever seeing a stock begin to trend up in the face of falling 2-year EPS forecasts. 5i has cited the expected decline in rates as a catalyst, but there must be other factors contributing to the rising stock price - perhaps rising revenue, confidence in management, …?
Read Answer Asked by Paul on October 01, 2024
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