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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: Hi 5i team,
My understanding of momentum investing is to invest in stocks whose price is in a rising pattern in the recent past and to sell stocks that have a downward trend in price in the same period. So if the market switches from ‘growth’ to ‘value’ focused, would the momentum approach be a good choice to capture this change automatically when growth stocks fall and value stocks rise? Can you please expand and comment on the use of momentum investing strategy by ETFs? Please provide comments and thoughts on using this momentum strategy ZXM for asset allocation to Int’l developed markets. Many thanks.
Read Answer Asked by Willie on February 16, 2021
Q: Hi - I'm trying to beef up the fixed income side of my portfolio and non-convertible debentures such as the ones above look like a very interesting alternative to bonds. Their yields are >5.5% and CSU.DB even adjusts its distribution for inflation each year. What am I missing here? It seems like people should be all over these, but their prices don't reflect that.
Read Answer Asked by Michael on February 16, 2021
Q: Appears this sector is staging a comeback has it staying power ?
i like to buy one or two preferably with good divdend.
TOU is one name i know .any other names
Read Answer Asked by thambirajah on February 16, 2021
Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?
Read Answer Asked by David on February 16, 2021
Q: Can you please comment on these 3 companies and their prospects going forward. On on their recent earnings/conference calls that happened this week. Pros and cons. Thanks.
Read Answer Asked by James on February 16, 2021
Q: The CEO of Brookfield made the following comments in recent Letter to Shareholders: "With no meaningful inflation on the horizon and high unemployment numbers, there is an expectation that interest rates will stay low and that stocks that were not bolstered by the pandemic trade will recover....Low interest rates will continue to drive demand for alternative investments. Interest rates appear to be set to stay in a lowish band for several years".

Any thoughts on the low inflation comments? Thanks
Robert
Read Answer Asked by robert on February 16, 2021
Q: Hello
I read about the new Brookfield global transition fund. Can you comment on this new fund and is this fund available to the public if I want to invest in it ?
If so, can you tell me how can I get access to it ?

Thank you
Kristelle
Read Answer Asked by Kristelle on February 16, 2021
Q: I do not understand, and wonder if you can explain, the difference between the new Purpose Investment ETF way to buy bitcoin versus the Wealthsimple way to buy bitcoin?
Read Answer Asked by David on February 16, 2021
Q: Could you please rank these financial stocks? Is there another one you would throw in there that may be better? Thanks
Read Answer Asked by Neil on February 16, 2021
Q: This question is about transferring a Canadian stock traded on the TSX that pays dividends in US dollars, like TFII might be doing, to the US dollar side of the trading account and as such, holding the dividends in US dollars rather than the US dollar dividends being translated to Canadian dollars by the broker.

For example, is there a fee or charge to do this transfer? Is there a foreign exchange exchange charge? And when the Canadian stock is to be sold on the TSX, is there a foreign exchange gain or loss?

Any assistance like a link to better understand the ins and outs of this transfer maneuver and the cost implications, if any, would be helpful to me.........Thanks.....Tom 
Read Answer Asked by Tom on February 16, 2021
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