Investment Q&A

Q: Hi Guys
I would like some Emerging Markets exposure, After listening to Jeffery Gundlach and Felix Zulauf ( both very smart guys) they agree China is now totally uninvestable.
My problem is i own ZEM for my emerging markets exposure which has about 30% China.
There is EMXC which i could buy instead which excludes China, but holds about 20% exposure to Taiwan.
What would be your strategy?
Thanks Gord

Q: Dear 5i friends,
Your market report on December 13 is simply excellent!
Monthly reports are very interesting taken in isolation, but the synthesis of the four reports in the past year put in a perspective like this is a real eye opener.
Thank you very much.

Q: How much emphasis do you guys place on companies cash flow statement when much of the cash from operations is a result of adding back Depreciation &amortization, plus stock based compensation. Seems kind of misleading to me.
Thanks Gord

Q: I got a note from BMO Investorline to fill out form W-8BEN regarding US withholding taxes.

Do I have to fill out this form if I only by US stocks in an RRSP?

thanks,

Paul

Q: if you would buy one bond etf in canada for growth, growth being the key word which one would it be. dave

Q: Can you give any information about algorithm trading? I have heard that it makes up between 65-75% of all daily trading. It seems like BNN and others barely mention it. Do they think that it might scare investors to know how much control algos seem to have on the markets. Thanks for any enlightenment that you can give me as well as others

Q: Over the next two years or so, at least to the end of the current situation, is it best to use new money to buy dividend stocks for total return rather than growth stocks or ETFs???........Tom

Q: Hello,

For my pension with my employer, we have limited options with respect to investments. I intend to allocate a portion of my assets to ''Manulife Canadian Real Estate Fund'' (code 9575 / MCREA). Assets of $1.2B Return 1year 17% 2 year 20% 3 year 13%. I have a few questions:

- Can you find the breakdown for the asset allocation: multiresidential, office, industrial, etc. and does it include real estate development? (the information I find and that I was provided is very limited)

- On a scale 1 to 10, how risky is this investment for a 15 year time horizon?

- Can it be considered fixed income in a portfolio?

- How big of a position would you recommend vs total investment assets / portfolio? (% range would be appreciated).

-Returns seem high for the last few years. Can you please provide some comments / insigths?

My level of risk is typically average and I have a long term horizon. I just want to make sure I properly estimate the overall risk of the fund.

Thank you for your help.

Q: Which sectors and stocks will benefit from it.

Q: Where would you put initial investment, CNR, CP, TFII, or US rail stocks and why?
Thanks again

Q: What is your opinion on investing in the private markets?

Q: any tips on were i can get detailed up to date info on companies from different analysts thanks

Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.

Q: Hi,
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks

Q: What are the prospects for Precious Metals stocks over the next 12-18 months?

Q: Hi Everyone at 5i!!!
Are there any noteworthy Ai stocks in the TSX???
Cheers,
Tamara

Q: Hi All at 5i!! This is perhaps not the right question for this venue, but maybe you or a member could help me with this. My son is looking to buy a small house and take on a renter. He is thinking that he wants to get into the real estate rental market . Does anyone know of a or several good reference books dealing with this topic???
Thanks,
Tamara

Q: Hi Everyone at 5i!! Today was a good day in the markets, but I can’t help but feel that we have more head winds coming our way. David Rosenberg says that this is a bear rally and we are headed lower. Your thoughts??? Cheers, Tamara

Q: Peter; Oil & gas is up sharply yet energy stocks are flat or down . What am I missing? Thanks Rod

Q: With both the US and Canadian governments announcing taxes on share buybacks could one speculate that companies might in the future start to accumulate more cash and not always having a “good” option to make good use of this cash. Almost giving some companies no choice but to issue more in dividends or start a dividend? Am I mistaken but I thought from the 1940’s to the 70 or 80’s dividend’s were quite common? This shift in taxation could be interesting the way it plays out. Your thoughts on this is greatly appreciated thank you again for all your help.