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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: With brokers now offering partial shares, it seems that I can purchase U.S. stocks as CDRs or as partial shares.

Please compare these options in terms of liquidity, fees or other considerations.
Read Answer Asked by Valerie on November 22, 2024
Q: Have the recent declines in these resource companies mainly due to the US new leadership tariff threats or more related to the diminishing China demand.
Would you feel the dividends are safe or should we expect cuts from VALE and others?
Read Answer Asked by Ted on November 15, 2024
Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?
Read Answer Asked by David on November 13, 2024
Q: In regards to 5iis respective portfolio recommendations for members - are ETFs what 5i prefers to equal the international geography allocation ?
Read Answer Asked by Brant on November 12, 2024
Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.
Read Answer Asked by Mike on November 12, 2024
Q: What do you think of Europe and specifically of ZWP? It's been trading within the same range since March and while the yield of 6.75% is nice, it has very high MER of 1.7% and barely moves with the market. The ETF is in my RRSP. Would you replace it with something else or wait patiently for Europe's recovery?
Read Answer Asked by Irene on November 12, 2024
Q: Can you comment on the outlook for this name?
Read Answer Asked by Kim on November 06, 2024
Q: I want to start doing an RRSP meltdown. I'm considering moving ZID in-kind to my non-registered account but was wondering about the implications. Since this is a Canadian-based ETF, I don't think it has any effect on having to fill out Form T1135, Foreign Income Verification Statement, does it ?

Acknowledging that 5i staff are not tax experts, do you recognize any other caveats that one should be aware of for having this ETF within a non-registered account? Thanks !
Read Answer Asked by James on November 05, 2024
Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks
Read Answer Asked by Donald on October 31, 2024
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