Investment Q&A

Q: Please provide your views and commentary on Emerson Electric (EMR). I'm thinking it likely has good opportunities in respect of anticipated increases in infrastructure spending in the US.

Q: When managing multiple TFSA accounts, the rules are not always clear. Could you please let me know if my interpretations are sound.

I have two self-directed TFSA accounts with an on-line broker. My understanding is that the total amount I can contribute to both accounts in a year cannot exceed my available TFSA contribution room for that year.

Am I correct in assuming that the following scenarios are allowable and have no tax consequences:

- Contribution room created by withdrawals from one TFSA account in the previous year could be used to make contributions in either or both TFSA accounts.

- Holdings can be transferred from one TFSA account to the other account at any time without the need for contribution room, as long as it is moved directly from account to account by the broker.

Thanks.

Q: Why the big drop in price today?

Q: What are your top 4-5 stock picks for 2023 growth and/or inflation protection ?

Q: Given that LSPD is not yet profitable and since they owned close to 4 percent if I’m correct in the FTX. Crypto (now bankrupt), to me their future has been significantly compromised. I can’t believe I indirectly held crypto!!!!!!! Comments?

Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.

Q: What is your opinion on this sock and the risk factor;
A good div ?
Pat

Q: Cybersecurity companies have been weak. I have BUG and am thinking of adding. I'm also considering CRWD. Should I consider the timing premature in view of the downtrend, or is there a screaming buy here?
John

Q: Is dividend safe?

Q: Hi Could you please give me your thoughts on BAYTEX ENERGY CORP AND ARX-T I hold them both, should I sell BTE and buy GXE

Thanks

Q: Hello,
I have shares of CHE.UN that I am ready to sell... The timing to sell this company that is going nowhere in the last years seems adequate due to the decent rebound in price. Can you suggest some decent replacement options in the same category of asset class.

Thank you!

Q: Dear 5i team.

Is there an ETF that holds multiple Brookfield Companies to spread out individual entity risk? Is there a combo of Brookfield holdings that accomplish something close that saves the MER?

Many thanks for your help.

Q: Hi,

I am somewhat surprised by VRIF's poor return. I thought one was "assured" of safety and can withdraw 4% a year.

Should one look at Vanguard's VIC series ETFs? I don't know much about VIC series ETFs at all. Any words of wisdom?

Q: Hello All. I'm 70 and a newby to the 5i service. My plan is to buy all 3 portfolios as I have a 300K in hand after the meltdown. How would you recommend going about this? Buy all at once? buy those most recently added? Buy on any dips? Buy those with positive momentum? Buy those taht haven't been doing so well?

Q: I think it’s clear that within the next six months the US will teeter on the brink of technical insolvency given the more radical element of the GOP. This will likely result in a significant decline in the US dollar, what’s an easy way to invest in this, gold for example?

Q: Gear Energy has a juicy dividend of 11% but is it sustainable? And what are it's growth prospects overall.

Q: Hi - what are your general thoughts on the oil sector for 2023? Do you expect it to be a leading sector to look at for the year? If a positive outlook, do you think it a whole year story, or first half, or second half story for 2023?

Q: Hi 5i, can you recommend and EFT that covers the long term care / retirement home industry, for companies like Chartwell, Extendicare, etc? Thank you.

Q: Do you think Savaria might to taken privte or sold to a larger company? They have a niche larger companieds might want?


Thx

Q: Can you recommend a high interest savings account that trades on the US exchange that is to equivalent PSA-T. I tried using the PSA.U-T in my US account but my trading account wants to convert the US dollars to CDN. Thanks.