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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 own ZHY, XHY and ZEF bond ETFs. They do pay some income, but the capital is getting constantly depleted - I am 10% down on ZHY/XHY and 5% down on ZEF after holding them for many years. Is there a point of keeping these funds or should I get rid of them?
Read Answer Asked by Mirjana on August 26, 2021
Q: Hi Guys,

I own all of the above (Bam.a 2.55%, Bepc 1.7% , Bep.un 2.2% ), I was thinking of selling either Bepc and Bep.un and purchasing more Bam.a.

Does this make any sense inside a balance portfolio.

thanks

Jim
Read Answer Asked by jim on August 26, 2021
Q: Hi guys,

I own BAM.A (2.5%), BEPC (1.80%) & BEP.UN (2.2%) inside a "balance ish" portfolio. Your thoughts on selling one of BEPC or BEP.UN and adding to BAM.A, making it a full position (5%).
Thanks
Jim
Read Answer Asked by jim on August 26, 2021
Q: I have been invested in EAF for a few years now (currently down a bit). It seems like they are making good progress in paying off their debt and over the time and the overhang of Brookfield selling off its stake is decreasing. I am fairly patient on this one and I am likely to keep being patient but do you see negative issues I may be discounting because I already hold it.

From my perspective they seem like they could end up with a low debt ratio and good cash flow in a few more years while the biggest risk seems to be that the long term contracts they have will not be rolled over at anywhere near the same levels.
Read Answer Asked by Graham on August 26, 2021
Q: I'm down about 34% on REAL in a registered account. I initially bought with a 5 year time frame in mind. What catalysts can you think of that might be a positive for the stock price? How likely are these to occur over the next year or two? With my time frame in mind, would you advise selling and moving on?

Read Answer Asked by Robert on August 26, 2021
Q: May I please get your thoughts on Opendoor Technologies? All the stocks in this group seem to have settled out and are down ~50% from their peaks. Being risk agnostic, would you prefer Zillow over Opendoor?

I like that Opendoor has housing inventory. It is unclear to me if competitors Zillow and Redfin also have inventory. I would appreciate any clarity you can provide me on that.

Thank you for your thoughts!
Read Answer Asked by Marco on August 26, 2021
Q: When do you anticipate Canadian banks will be able to raise their dividends? And which banks do you think will have the highest dividend increases, once permitted?
Read Answer Asked by William on August 26, 2021
Q: Good Afternoon Team, Thanks for your wonderful service. It helping me build a better portfolio. I have 2 stocks in Auto space Magna and Linmar. The current market value of both is the same. I know 5I is strongly recommending Magna. I am sitting on a good gain on Linmar and was thinking about switching it to Ford or GM. No tax consequences as its in TFSA. Have a long 3+ year outlook. The rationale for the same is to diversify within the same sector from Auto parts manufacturer to the Car manufacturer and look for higher growth over the years. Would you recommend the move, if yes which of the 2 stock you prefer or would you recommend something else. I have no other holding in Auto industry.

Thanks
Read Answer Asked by Nimish on August 26, 2021
Q: Hello 5i:
Reading about the above company and find it interesting and of course it is wonderful to have 5i to ask for your thoughts.
Thank you as always
Barbara
Read Answer Asked by Barbara on August 26, 2021
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