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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: Given the current volatile market, option selling etfs seems to offer some tax efficient income while waiting for things to cool down somewhat. What is your opinion on investing in these vehicles? What is the risk / reward equation in an uncertain market. Is there one that you would prefer if you were considering for your income portfolio. Thanks
Read Answer Asked by mitchell on April 09, 2025
Q: Someone asked a question about T1135s and ETFs and your response was that if the fund is domiciled in Canada a T1135 wasn't required. Could you publish a list of which funds are and aren't? This would be helpful in selecting which ones to avoid if you want to reduce your tax paperwork.
Read Answer Asked by Robert on April 08, 2025
Q: With the current downturn in the market, could you please recommend 5 global ETFs (not US based equities) and rank them from 1st to 5th.
Read Answer Asked by Don on April 08, 2025
Q: Hello 5i Team,

I have read your previous responses on Alternative Asset Management providers and particularly your thoughts on BN.

The above list of companies are likely to fall significantly in this down market and I was wondering at what prices would you buy and which are your favorites now.

Cheers and thank you in advance.

PK
Read Answer Asked by Peter on April 08, 2025
Q: I'm sure many companies have done share buybacks recently . Can you recommend a website that tracks share buybacks for Canadian and US listed companies. ... especially Canadian oil & gas companies.
Thanks DAN
Read Answer Asked by Daniel on April 08, 2025
Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
Q: Which would you prefer HPS.A, TVK or VHI from a growth perspective?

Thanks for your service?
Read Answer Asked by Ozzie on April 08, 2025
Q: Could you please provide a more detailed rationale for your latest addition to the Balanced Portfolio. GFL.

How is the current valuation and debt, compared to its competitors ?

Could you also explain the recent secondary offering by some of its institutional share holders and the shares buyback by the Co.

Although, stock dropped on Friday, alongside the market, but do you consider the Co to be a decent hedge during uncertain tariff times ?

What will 5i rating for the Co, if you were to provide one ?

Thank You
Read Answer Asked by rajeev on April 08, 2025
Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well
Read Answer Asked by Don on April 08, 2025
Q: Following up to Bens question on market multiples - does 5i have a website recommendation to reference current and archived multiples for respective NA Market index s ?
Read Answer Asked by Brant on April 08, 2025
Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks
Read Answer Asked by alex on April 08, 2025
Q: If you own (cost basis) over $100,000 (I believe) of foreign stock, you need to fill out a T1135 form. My question is, if you owned EFTs for foreign companies, and purchased those EFTs on a Canadian market, will those EFTs need to be included on the T1135?

I know this is a tax question, but I hope it has an easy answer. Thanks.
Read Answer Asked by Brad on April 07, 2025
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