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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: According to your third party profile on DOL the ROE is 1,534.15%. Is that correct? If so why and if not what is the ROE. Thanks
Read Answer Asked by Cheryl on November 27, 2023
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.
Read Answer Asked by Colin on November 24, 2023
Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.
Read Answer Asked by Cheryl on November 24, 2023
Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?

Thank you, Mike

Mike
Read Answer Asked by Michael on November 24, 2023
Q: Hello 5i,
I am considering to let go of Ford and Magna as I don't see an EV catalyst for Ford and I am not sure about Magna since the Apple car rumour has disappeared !!!!
If I was to sell both, I like to add to one of the other tech companies ( listed above). On an evaluation basis which one is cheaper and that it has the forward momentum to excel in terms of their existing products and AI?
Thanks
Carlo
Read Answer Asked by Carlo on November 24, 2023
Q: Hello 5i advisors, these are the 5 US stocks causing me pain this year; i feel that all are basically good companies with room to run; (DEA, of course a Reit), I know that SHLS has received an inadequate supply and that they are litigating about that, and that they swung to a loss on last earnings; I don't know how large that issue is in terms of their revenues, profits, liability. Please rate these as buys, holds, sells from here and, for the holds, how much patience may be needed and how much upside you see. thanks
Read Answer Asked by Valerie on November 23, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
Q: Would 5iR consider the following US stocks income or dividend stocks??? - ABBV with (recent) yield of 3.99%, ABT, 1.93%, BLK, 2.14%, NDAQ, 1.57% (as X-T is held in the 5iR Income Portfolio), TT, 1.42% , UNH, 1.40%, HD, 2.7% and LLY, 2.3%
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom
Read Answer Asked by Tom on November 23, 2023
Q: I would like to by Shares in Liberty Media that includes Liberty Media Corporation the three divisions, reflecting its ownership stakes in Formula One, SiriusXM, and the Atlanta Braves Major League Baseball team. Tele-Communications Inc. What is the Stock Symbol?
Read Answer Asked by Valter on November 22, 2023
Q: These two healthcare stocks have had their troubles lately and are down considerably. You have recommended them in the past, and I'm wondering if you still recommend them as long term dividend stocks? Do you think this is a good entry point or would you wait? Do they have potential to eventually gain momentum and do better?
Read Answer Asked by Pat on November 22, 2023
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