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 am looking to add to one or both of BN and BAM. Do you have a preference on one or the other. I know that one is growth oriented and one is income oriented but are their present valuations similar - is one priced better than the other. Thanks.
Read Answer Asked by Rob on January 19, 2023
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Read Answer Asked by Pat on January 18, 2023
Q: Hi, Most of Quality companies' stocks in Technology sector have bounced back nicely, during the first 2 weeks in January. But Kinaxis has not moved at all and still stuck around $140 level. We have held on to a 2% position, based on 5i' conviction as being one of the best in supply/logistics software sector, similar to Descartes. Any reasons for the lagging performance ? Is it time to move on and allocate the capital to better use elsewhere ? Thank You
Read Answer Asked by rajeev on January 18, 2023
Q: Hi there. I am looking for a dividend growth company or ETF to add to our kids RESP with a 10 year time horizon. What do you recommend from the 5i Research universe to initiate a position in now. After the initial purchase, I intend to dollar cost average on an ongoing basis. I already have Telus, Abbvie, and BMO in two other accounts and those are my highest dividend payers.
Read Answer Asked by Zohreh on January 17, 2023
Q: hi folks:

on any and all mid to long timelines, BNS has VASTLY underperformed both RY and TD

i suspect this is the latin exposure, followed up with crappy mgmt

at what point does an investor (or 5i) admit you/we are collectively wrong, and drop it from our/your preferred status?

do you have a serious blind spot?

honest question, because the evidence is quite clear this is not in the same league as td or ry


and yes, i make may own decisions, and take full responsibility for my actions

thanks again, and please note that while this is a fairly minor issue, i find your service is top notch

Read Answer Asked by Robert on January 16, 2023