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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: Despite central banks committing to not raising short term rates in the near term, 10 year yields have gone up a fair amount lately. Is it true that with the 10 year yield rising on its own, commercial banks will begin to raise their mortgage and other lending rates? And if so, why? Thanks.
Read Answer Asked by Curtis on January 12, 2021
Q: Can you comment on this company? Apparently, they are a lithium ion battery recycling company.
Read Answer Asked by Gail on January 12, 2021
Q: Hello 5i team
As a front line (nearly retired) physician, I recently received a Covid 19 immunization. It's difficult to express the REMARKABLE sense of gratitude and euphoria that I observed among everyone involved . Suddenly, we felt liberated from the danger of this scourge that we face daily. Our next exciting job is to immunize our fellow citizens as fast as humanly possible and as we do, this euphoria will spread to society at large.
After my immunization I bought a new car and we're booking our fall and winter travel plans. This manic behaviour, I believe, represents the tip of the iceberg for pent up demand which will be unleashed upon the world.
At the risk of being labelled a mercenary can you identify some sectors which are still beaten up and likely to surge-I'm thinking energy but other suggestions welcome (prefer etf's with a dividend to keep me invested until the recovery occurs-would supplement with high conviction stocks)
Thank you. As always, I value your opinions, Regards gary


Read Answer Asked by Gary on January 12, 2021
Q: Hi team,
What do you think of the Fonds de solidarité des travailleurs du Québec (F.T.Q.) as an investment ? What would you compare it to ? Is it really more advantageous than other investments in a RRSP, in term of income tax ?

Grateful for your views.

Jacques, IDS
Read Answer Asked by Jacques on January 12, 2021
Q: Sorry if this question is being asked again. I am not sure if I hit the send button! My son asked me look at his investments. MAW 106 24%,MAW 150 20%,VUS 21%,VEF 18%,,VEE 8 %,ZJG 6 % and XQQ 3%. He is in mid 30's a bit risk adverse but does realize things go up and down.As you can see in he into ETF's and no stocks. Do we have any overlap ? Or are the holdings sufficiently different. Any thoughts appreciated and a Happy New Year.Paul
Read Answer Asked by Paul on January 12, 2021
Q: In a previous answer you suggested GSG for commodities exposure but when I read the entity description I cannot understand what it actually does. I respect your suggestions and would appreciate an explanation of how GSG works. Thanks. Also, any other ETF suggestions for commodities exposure that is a little more understandable for an old timer like myself. All the best

al
Read Answer Asked by alex on January 12, 2021
Q: 50-yr old investing for retirement. Have historically been a dividend fiend but open to juicing the growth side a bit more as a result of the excellent advice I can now obtain from 5i. Considering adding to either my consumer defensive/staples allocation or increasing international exposure (the latter via an ETF). Hoping you might help me deploy a half position in an RSP and jump in one direction from a corner of the fence (and understanding you can't personalize such advice) - considering initiating a position in NWC (CA), PBH (CA), or WMT (US) or adding to an existing position in ZWE (European covered call ETF). My current geographical exposure is 34% US; 33% CA; and 32% International (XEF, ZDI and ZWE). My total covered call ETF exposure is around 8% of my equity portion and geographically diversified. Other suggestions for staples and international ETFs will be appreciated. Thanks for the great service!
Read Answer Asked by Mark on January 12, 2021
Q: Hi
Not overly familiar with preferred shares but could explain the upside and downside of exchanging my BPY.UN shares for the preferred shares. You can trade one BPY unit for 0.66 of BPY Class A Cumulative Redeemable Perpetual Preferred Units.
It looks like there are 3 kinds of Class A prefs.
1. BPYPP 6.5%
2. BPYPU 6.375%
3. BPYPN 5.75%

So with your explanation could you tell me which of the 3 is in the offer. Given the trade is only .66 shares would the actual real return be .66 of the stated return on the prefs

Thanks
Jeff
Read Answer Asked by JEFF on January 12, 2021
Q: Could you please provide information how this would effect the above stocks in regard to investment in LION Electric, regarding the investment possibility of Amazon a portion of the company15.8 % they could purchase and when would they have to close the deal and was it mentioned. I own some POW for dividend income and very slow growth. What is 5i
's opinion.Should I buy more POW or buy NGA or just stay neutral for now
Read Answer Asked by Guy on January 12, 2021
Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!
Read Answer Asked by Terry on January 12, 2021
Q: In past responses to questions about thinly traded stocks, you have cautioned members to be wary of these. How do you designate a stock as thinly traded? Is there a particular daily volume average, and/or a concerning bid-ask spread?
Read Answer Asked by Jim on January 12, 2021
Q: Hi was wondering which Canadian etfs you would recommend to Track corn, soybean and wheat futures? Individually would be preferred over a group of all three.

Thanks, appreciate all that you guys do.
Read Answer Asked by Mark on January 12, 2021
Q: RESN What do you know about this American Stock
Read Answer Asked by Reva on January 12, 2021
Q: Our investment group holds these 3 stocks in our portfolio and they seem to have not increased over time. Are these companies you would recommend selling or keeping as we don't by and sell rather hold and hope for steady growth? What are the reasons for their recent performance?
Read Answer Asked by Antony on January 12, 2021
Q: Hello 5i Team
I would like to follow up on Jim question regarding Tesla stock .
You mentioned that, you should try to finding the next Tesla ? Does Nio has potential to be the next Tesla ?Are there currently any companies that could possibly qualify to be the next Tesla?I know this is just guessing ? Thanks for all the advice
Regards
Claudio
Read Answer Asked by claudio on January 12, 2021