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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: Interested to note you selected TCN as one of three Canadian stocks you would overweight for a 2-3 hold. How would you compare TCN to MG in terms of risks and total return over the same period? For an investor with a balanced portfolio, which would you recommend? Thank you.
Read Answer Asked by Maureen on August 30, 2022
Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you
Stanley
Read Answer Asked by STANLEY on August 30, 2022
Q: If I wanted to buy stock in a Canadian software company with general information management services for business and a cyber security arm, is OTEX a buy given it’s being beaten down over its new acquisition. Or, are there better companies to consider in the current market? If there are, what are the better options in your view?
Read Answer Asked by Bob on August 30, 2022
Q: I believe part of Lorraine’s Aug 24 question was about the NEO exchange itself, and whether it is investible as a company in its own right (apart from the question about buying MSFT on NEO)
NEO was acquired by CBOE Global Markets recently. CBOE does trade publicly but on the BATS exchange. Hope it is Ok to mention this.
I would love for 5i to do a review of the various N.A. exchanges sometime and rank them as investments.
I owned Archipelgo back in the day, and have held X for a long time. Exchanges seem to be good long term investments. Which U.S. exchange would 5i favour at this point, if it were to choose only one?
Read Answer Asked by john on August 29, 2022
Q: I am shopping for a single investment offering security over 20 years combined with capital appreciation and accrued dividends (in a DRIP). ETFs do not seem to accrue fractional shares (when they have DRIPs at all); therefore I'm looking at single stocks such as BAM.A, Telus or perhaps BNS. If you had to recommend a single stock, which of these would it be, or what would you recommend instead and why?
Read Answer Asked by John on August 29, 2022
Q: Hi guys
Thanks for your initial comments on the Open Text aquisition. I have been a holder of Open Text for quite a while and this new acquisition seems a little out of the ordinary for them. Out of their seDy as she goes approach. Can you comment on their success in turning around companies with declining revenues in the past. As well on the quality of management. I know Constellation would be at the top of your list in terms of skill of management; where does Open Text's management fall?

Much thanks

Stuart
Read Answer Asked by Stuart on August 29, 2022
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Read Answer Asked by Carlo on August 29, 2022
Q: Hi team!
I am considering a hybrid portfolio of either (A) 80% ETFs and 20% individual stocks or (B) 80% in an All-in-one ETF (VEQT/VGRO) and 20% individual stocks. I understand there may be foreign withholding tax considerations on the Vanguard All-in-one ETFs depending on the account type in which it's held and I'm wondering how significant this actually is.

Questions:

- Which accounts out of RRSP/LIRA, TFSA, RESP, and Non-Registered would US listed ETFs be a better alternative due to this foreign withholding tax drag?

- At what account value would the tax drag from these withholding taxes be material enough to warrant buying individual ETFs (ex. VT, VTI, XUU, XEF) instead of using an all in one fund (VGRO or VEQT)?

Trying to avoid losing 15% or more of any US/foreign dividends due to unrecoverable foreign taxes if possible!

Thanks for your great work!
Read Answer Asked by Davin on August 29, 2022
Q: Hi,
I own EGLX, PLTR, PINS and U in my TFSA and all getting killed. Would you sell any to consolidate in 1 or 2 or sell them all and move to something else? Holding on is also an option. Looking forward to your thoughts.
Thanks for your great service.
Read Answer Asked by Marco on August 29, 2022