skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,
Could you please recommend some dividend stocks to build a portfolio specifically to employ the Smith Manoeuvre in a unregistered account? Thanks!
Read Answer Asked by Daryl on November 16, 2020
Q: If you just received $200K extra cash and would like to invest it in CND and US stocks in a non-registered account for maximum returns in 3-5 years, which CND and US stocks would you choose? For this, higher risk would be acceptable. Please prioritize 4-5 of each of the CDN and US stocks.

Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?

Thanks, and please deduct as many credits as appropriate.

Read Answer Asked by Alvin on November 16, 2020
Q: Dear 5i,

can you please suggest/recommend some Global Equity ETF's available on the Canadian Exchange which have a value focus/tilt. I am very happy to read more about these but, the only one I could think of is VVL by Vanguard. Thanks!
Read Answer Asked by Ian on November 16, 2020
Q: I see Zoom as a company with a user friendly product compared to (Sykpe for instance) that most everyone is using. Despite vaccine news which has dropped my Zm stocks into the red, it appears that they have a great product that will still be popular going forward after the pandemic. I see businesses possibly staying with a work remotely model as it saves them money for infrastructure, etc. The question is, will it likely stay as popular and is it likely to get back to close to it's highs any time soon, or would it be better to take the hit, sell and revisit when there is more clarity. Some context: I'm a senior who is using Zoom and a few others as a means to put a little growth in my otherwise low Beta portfolio.

Thanks as always, Stephen S
Read Answer Asked by Stephen on November 16, 2020
Q: I've noticed that KXS has lost over 20% in the last 10 days. and is down about 3% to day. This appears to be a much larger drop that most of the tech companies. I know it is still up 25% for the year but its come down from around being up 80% earlier this month. Is there an explanation for this what seems to me be an unusually large drop?
Thank you
Steve
Read Answer Asked by Steve on November 16, 2020
Q: Good day Team!
Could you provide some insight to the 3rd qtr Earnings report? With 1.3% improvement in revenues and a 9.7% improvement in AFFO, how did their profit drop so dramatically? Is it related to the sale "in line with fair value" of the Regina asset?
Any other take-aways you could share would be appreciated.
Thanks for the great service.
Read Answer Asked by Ted on November 16, 2020
Q: I have about 8 grand of my portfolio allocated for these 2 ETFS. Just wondering how you would weight them. For a 20 year hold. Maybe lean toward Japan as they are more allied with the US, but then again Japan is drowning under Debt.
thanks

XEF = Japan, UK, France, Switzerland, Germany,
XEC = China, Taiwan, Korea, Brazil, India

Read Answer Asked by Gordon on November 16, 2020
Q: DOO had s short-term pop last Monday on the vaccine news but ended the day lower.
It is surprising to me that a value stock with a low PE would react in this manner.
Is there something that I am not seeing that would account for this drop?
I thought it would go up with the other value names and positive news of a vaccine should have helped this stock.

Thanks
Read Answer Asked by Herm on November 16, 2020
Q: I need to set up an annual income for my wife, for next 25 years. In TFSA and RRSP, using only ETF's. Dividend growth and HY dividends. Should have 5% yearly and 10% total return. Can you recommend the appropate ETF's. Vanguard/BMO/ I Shares (only)
Please NO EM ETF's One European OK--- Key is 5% annual income. Investment .5M$ It has to be buy and collect for 25 years. No input by my wife.
Thank you
Cec
Read Answer Asked by Cecil on November 16, 2020
Q: What would be your top 5 US and TSX companies for a TFSA? - focusing on growth but wouldn't turn down dividend payers! Thanks
Read Answer Asked by Michael on November 16, 2020
Q: Hello 5i Team,

I am now managing our Mom's ( 92 y.o. ) self-directed investments and have recently done a crystallization of gains in her Non-Registered account, for estate tax planning purposes.
I've now got to decide where to invest this significant amount of cash that she has.
Considering inflation and yet trying not to have too much risk to the downside because there may not be years left to recover from market corrections. Because of her age, I just don't want to be too long-term thinking here.
Any suggestions you can share here, with specific companies or ETFs, would be appreciated.
Thanks for the great service, and please deduct as many question credits as you see fit here.
Read Answer Asked by Drew on November 16, 2020
Q: Hello, I have been holding Intel for more than 5 years now. According to what I read in the Q&A I believe the time has come to sell it and buy something else. Would that make sense to buy Roku to replace Intel? Another option would be either NVDA or QCOM? What would you do? Thank you, Gervais
Read Answer Asked by Gervais on November 16, 2020
Q: I am interested why you would recommend Cloud MD (Doc). Is it because it's share price has increased by the graces of companies like Teladoc and Well, or do you think their promotional approach will result in a successful business model? I am old enough to remember Patient Home Monitoring (phm). Similarities here?
Read Answer Asked by Rashida on November 16, 2020