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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: I was on the verge of selling CAE until seeing that it had taken a recent jump in price in the last couple of days.

Could this mean the company's promise is finally coming to some fruition?

Would you recommend continuing with selling it as part of a portfolio clean-up or waiting and seeing if there is renewed hope on the horizon for this company?

Thanks as always.
Read Answer Asked by Kevin on August 16, 2024
Q: Hello 5i,

We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?

Thank you
D&J
Read Answer Asked by Jerry on August 16, 2024
Q: Is there an Canadian ETF that covers the magnificent seven?
Thanks very much.
Dorothy McConville
Read Answer Asked by Dorothy on August 16, 2024
Q: Hello 5i Team

1 - HBB

Global X's webpage for Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB) lists the following fees:

Management Fee - 0.09 % + applicable sales tax
Management Expense Ratio - 0.10 %
Trading Expense Ratio - 0.15 %
Swap Fee - No more than 0.15 %

Therefore are the maximum total fees that I would pay for HBB as follows:

Management Expense Ratio + Trading Expense Ratio + Swap Fee

0.10 % + 0.15 % + 0.15 % = 0.40 %

2 - HSAV

As HSAV is also a corporate class fund why would Global X not list a swap fee for HSAV?

Thanks


Read Answer Asked by Stephen on August 16, 2024
Q: Hi team,

Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on August 16, 2024
Q: I'm going to sell OTEX. What would you replace it with?
Read Answer Asked by Maria on August 16, 2024
Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you
Read Answer Asked by Yves on August 16, 2024
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