Investment Q&A

Q: Peter,

TD just redeemed preferred TD.PF.G. What is your opinion of investing in preferreds with where we are in the interest rate game { ie I am assuming a slight slow gradual increase - TD must think the same thing }. I realize they are for income only and do you think rate resets are the way to go? . Please give me few recommendations.

Thank you

Paul

Q: I am sure this question has been asked before. As a general rule of the thumb that stocks, and etfs should be held in various accounts.
Accounts:
CAD Cash
US Cash
RSP
TFSA

I think I know that US Dividend payers should be in RSP, Growth in TFSA, but do you have a high level how to best allocate various types of Stock assets for Cad, US, and International, along with sector allocation or divend?

Thanks.

Q: hello 5i:
I haven't seen a question on ABBV's latest earnings, so if you've answered already, please ignore this one. If not, can you review their latest quarter and particularly the discussion on drugs in the pipeline? I'm considering adding to about a 2% position.
thanks
Paul L

Q: Hi 5i team,

Further to Dave’s question on Jan 22/21, can you please add ClearField Inc (CLFD) to your database.
The recent quarter appeared to handily beat again, can they continue their impressive growth rates going forward and specifically, post pandemic? Would you start an initial (⅓) position? Is there anything concerning in their financials (P/E, etc) that would make you cautious? The Q2 release mentioned possible supply chain issues in the near term, is this concerning to you?
Given the higher Cdn $ these days it seems like a good time to buy some US stocks.

My other choice is Abcellera (ABCL) which has fallen quite a bit in the last 3 months. Any specific reason for the decline other than vaccines are more widely available/distributed.? Any preference between these two? I don’t own either stock currently.

Appreciate the work the team does!!
Steve

Q: Hello, are you guys able to comment on this etf? Would this be a good potential growth investment medium-long term?

Thanks

Q: A lot of interest exists for the lithium industry. I was wondering what your opinion is and possible recommendations to participate in the growth of this sector of mining, or perhaps it is too late to experience much upside.

Q: What are your thoughts on TAIG motors. Do you consider buying or hold? Do you know when they will report their earnings. Can you please advise their debt, Cash, and insider holdings,

Thanks for the great service

Q: Can you explain what's happening to SHOP. Blowout quarter, stock immediately shoots up over 10% and now its tanking. I can see some profit taking but is there more here?

Q: If you only had one choice between KXS and TOI which would you buy today and what would be the portfolio weighting?

Thanks

Peter

Q: Hi Why is the stock sliding lower? I can't find a reason. Is this a good entry point? Thanks

Q: I have both BNS and TD in a TFSA.

Thinking of swapping one of these for GSY for a tilt towards more growth.

What would be the best move here?

Thank you

Q: What does 5i think about Lantronix's quarterly report and acquisition news today?

Q: What three metals generate most of Teck's revenues? Can you please provide percentages of revenue for each of the three? Thank you.

Q: Taking these 7 income oriented equities and looking to rank them for risk in a correction situation moving forward it seems that if we use the March 2020 correction as a guide FTS and BCE dropped the least (28%) followed by RY (33%) then TD,BNS, AQN (35-37%) with SLF trailing the pack at 46%. The reason behind any future correction could of course be different than a virus-induced shutdown of the economy. But still your ranking of safest to least safe is appreciated and if your answer would be different depending on the cause of the correction then your comment on that would be nice to have as well. Thank you for assisting me in trying to build the most secure portion of my income strategy. Any additional equities that fit in the lowest downside category that you might suggest would also be most welcome.

Q: Hello 5i Research
With the possibility that interest rate will increase in the for seeable future.
What are your recommendation of 3 Canadian and US stocks that should benefit from higher interest rates.
Thanks

Q: Morning Peter and gang,
It appears that the market is rotating out of tech stocks, please recommend sectors and companies that may benefit from this trend in both CDN and US markets.
Cheers,

Q: Would this be a good time to open a position in this ETF?

Q: Hi, friends!
I collected some money from BMO dividend and would like to invest in VOO ETF , but I am afraid of double taxation on capital gain and dividend, in Canada and USA!
Can you tell me when I have to pay taxes for USA and Canada and approximately how much?
I am retire with a small pension, 71 yr.
Thank you, very much
!

Q: I have been slowly existing this sector ( including pipelines ) as it is fraught with so many political, environmental, supply/ demand issues. The recent rise in o&g prices I see as temporary; the world has changed and the market has assigned a lower valuation to stocks in this industry. These are my remaining holdings ( bought at much higher prices) which comprise approximately 2 % of total portfolios. Believe I should sell them and get them off my portfolio sheet ( and out of my head ! ). Selling is much harder than buying. Your thoughts would be appreciated. Derek

Q: Regarding Paul's question today, it refers to a company but the name isn't mentioned. What is the company?