Investment Q&A

Q: Further to Bill's question today about ROC payments, it seems that if such a payment is made in a registered account its value is lost entirely as there is no capital gain to be had. Is there anyway to recover some or all of this value or are we better to avoid stocks in a registered account (at least for income purposes) that principally pay ROC?

Q: Hello 5i,
I am a 75 year old value investor for dividends and some growth with a balanced mix of ETF's and individual stocks. I hold ENB, FTS, TRP, BCE. I see that ZWU is at an attractive price point with 7% yield. As it holds others that I do not have would this just be a duplication of what I have and leave it as not needed. or go for the value and dividend?
thank you
Stanley

Q: Hello 5iTeam,
Your thoughts on these 2 names. Thank you!

Q: Do you see a need to hold both these ETF's. If not which is your preference.
Thanks

Q: I am looking for an ETF that contains Google, Amazon and Microsoft bought with US dollars. My goal is to have both market and currency appreciation.

Q: Please explain why a company, such as CSU, would offer such a small dividend (0.27% annually) despite sound performance over the years/decades. What is the strategy?

Q: Hi 5i team.

I'm going to try to re-phrase my question asked earlier re: levels in the S+P.

What is the S+P currently trading at and forward PE?
Since this is on the high side historically, what would be the reversion to the mean number? (I believe it's currently trading at 25xs and the mean would be 15?)
If at some point the market heads back there (as is typical in theory) what would the S+P be trading at vs where it is today?

Many thanks.

Q: I bought these semis over the past few years in different accounts at different times in both non-registered and registered accounts. All of them did very well for me. I added them up yesterday and noticed they are over 5% of all my invested assets. As much as I hate to sell winners I probably would have to trim soon. Do you have any suggestions as to the trimming methodology? Reduce each and every one by half (or third) of its current value. Selectively sell some and not others? Sell the ones in registered accounts as there is no immediate tax consequence. keep the ones in taxable accounts? Sell some and keep the promising ones (can you tell or predict?) ? Any other suggestions? I have a high degree of risk tolerance. Thanks.

Q: With inflation increasing and might remain higher than the past few years, I'm wondering if GDI, that I understand generally signs agreements under contact for say 5 years with Municipalities, would have the annual service fees adjusted to changes in inflation. Any idea, or is this a general practice for service providers signing longer-term agreements?......Tom

Q: Twitter launching a new service with a subscription fee. Any thoughts on Twitter blue and would you buy the news? I had Twitter and sold it around the 69$ mark. To give me an idea, could you please rank these in terms of a buy as of today: Twitter, Pinterest, Facebook, Snapchat, Netflix. 5+ Yr hold, Registered account.

Q: Similar to a question I asked the other day, NVDA has had a nice increase in price in the last while, though not without some volatility.
5I has suggested that NVDA is a good growth opportunity; do you see growth continuing from its current level? Can you provide some context to why you like it at this time. Also, I am comfortable with its current weight in my portfolio; at what price level would you start to trim, or even sell the whole position?
Thanks you for your excellent service

Q: In your opinion, what high risk companies you would suggest to hold for up to 6 months. 3-4 companies that you can suggest.

Thank you
Bart

Q: After selling some growth stocks, I'm looking to add 3 income stocks to my Rif. Can you rate your preference on the 1st 4 and then the last 2. Thanks

Q: Do any North American cybercrime-related companies interesting at this time? Thanks.

Q: For investment into one of these companies from none to full position would you say that MFC has a reasonable potential for growth and share price appreciation? I am aware that your preference is for SLF ,based on your comments. However the lower share price and higher dividend associated with MFC have me leaning for the MFC. Are the other metrics of the SLF versus MFC make the SLF far superior over the MFC? Some recent portfolio managers featured on BNN market call recommended MFC rather then SLF. Thank you.

Q: Thanks for all the insights provided by the team. If one wants to hold BAM in TFSA. Would you suggest US listing or Canadian?

Q: Hi 5i,

Thanks for your fast response. Now I understand BB become one of the MEME stocks, so it will expect short-squeeze due to the short-lived. In your opinion, do you think it can drive away market manipulators? Do you think it is healthy? If I were those "big predators", I will never touch BB in the further. In this situation who will win?

Q: Hello 5i,
Would you please set the record straight about wether the Canadian gov. loaned "billions" to our solid Canadian banks during the 2008 financial meltdown.Did the OFSI restrict our banks from raising their dividends and to buy back theirs shares?If the gov.was involved in lending $$$ to the banks it would have been made public and I never heard of such measures.
Many thanks,
Jean

Q: Hi,
Would you have a preference between these two names for long term exposure to renewables?
Thanks!

Q: What does this mean?

Gatekeeper Retains Market Stabilization and Liquidity Provider

Thanks