Q: I hold PKI with a 30% loss in my TFSA. Should I hold or sell to invest in something more promising (it would have no significant influence on overall diversification)?
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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.
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iShares 20+ Year Treasury Bond ETF (TLT)
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BMO Long-Term US Treasury Bond Index (Hedged Units) (ZTL.F)
Q: what % weighting would you feel appropriate for TLT in my balanced Portfolio. If rates start to fall hard in the next 2 years and TLT starts going up. What will happen to the dollar.
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord
Q: These two ETF's appear to have the same holdings, but NXF.B seems to have better results. Would you recommend one over the other for income purposes?
Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L
Q: Hi,
Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?
Appreciate your thoughts on this.
Regards,
GM
Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?
Appreciate your thoughts on this.
Regards,
GM
Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.
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Verizon Communications Inc. (VZ)
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BCE Inc. (BCE)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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T-Mobile US Inc. (TMUS)
Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger
Thank you,
Roger
Q: Hello,
I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.
Wondering if you know if there would be a withholding tax within my RSP with this fund?
Thank you!
I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.
Wondering if you know if there would be a withholding tax within my RSP with this fund?
Thank you!
Q: Today 3 analysts on STC($4.77-0.03) after yesterday's bad Q results. TD $14.50(previous $16.50 )Buy Cormark $17($20) Buy & CF US$12($15) Buy. Incredible .Please comment.Txs for U usual great services & views
Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?
Q: 5i reply on Canadian banks 5 year price CAGR
#1 NA +10.8%
#6 BNS -1.5%
For a total return 5 year hold, which bank [or RY or TD] would you advise and why?
thank you
#1 NA +10.8%
#6 BNS -1.5%
For a total return 5 year hold, which bank [or RY or TD] would you advise and why?
thank you
Q: I own a position in TPZ in my TFSA. I am considered a switch to either FRU or PSK. Which one would you recommend?
Thanks Ken
Thanks Ken
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Converge Technology Solutions Corp. (CTS)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation (NVEI)
Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks
Thaks
Q: Your last company report on Stella Jones was June 2021. Do you have an update in the works and what is your current perception and recommendation of the stock? Q3 results looked positive and holding steady. Would this be a good opportunity at this time to enter this stock or should I be looking elsewhere? Thanks
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Progressive Corporation (The) (PGR)
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Trisura Group Ltd. (TSU)
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Kinsale Capital Group Inc. (KNSL)
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Berkshire Hathaway Inc. (BRK.B)
Q: I’m looking to diversify the financial part of my portfolio by adding a US insurance company. Can I get your thoughts on Progressive (seems to just go up & to the right) or other insurance stocks.
Thanks.
Thanks.
Q: At a business university event in Miami on the beach with Jim Kramer as the speaker entertaining questions from business students (held on Feb 3), 2 of many stocks they had done their homework on were ABNB and PTON and Kramer agreed with them and so I bought ABNB the following Monday. They do not look as good as these students thought they were. I have looked at ABNB from a previous question on 5i, but that was over a month ago. Do you still like ABNB. I have not noticed anything on PTON lately. What are your thoughts? Your thoughts are appreciated as always.
Q: I get confused when you rated slf over ifc for a 5 year hold, I agree it has a higher dividend, but you say slf will have better growth. Is not return on investment the growth that i should be measuring. ifc has blown slf out of the park in the last 10 years, not even close and they are still doing it right now.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Innergex Renewable Energy Inc. (INE)
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Boralex Inc. Class A Shares (BLX)
Q: Why are renewable energy stocks like the three names above performed so poorly in the last year or two? Isn't all governments are promoting renewable energies and these stocks should flourish and not sink?
Q: I have a small position in BBU and even smaller positions in BBUC and BNRE in TFSA.I can consolidate it all into BBU, or sell it all at a loss.
Do you think BBU is worth holding?
Thanks jerry
Do you think BBU is worth holding?
Thanks jerry
Q: I am trying to understand the tax ramifications of return of capital. In a simple case where a fund had increased in market value by 10% and has a yeild of 10% all of which is return of capital, there would be no taxes payable. However, if I sold the fund, there would be a total of 10% payable as capital gains. As a result I have always assumed that return of capital is the best yield as long as the market price of the fund has not gone down. Am I looking at this too simplistically?