Q: Are these still your top 3 favourite gold stocks? Is there anything else to put on the radar? Thanks
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: I managed to miss the recent recovery as I was expecting the market to go lower. I'm now considering gold given the high amounts of government spending and possible inflationary pressures. May I have your thoughts on gold as an investment right now? In particular, the GLD etf? Thanks,
Jason
Jason
Q: Hi Team,
I have 500 PWF.PR.A bought on Feb 19 @14.55 in cash a/c and wondering should I keep or sell, and if sell what should I replace with ?
I thank you as always,
Tak
I have 500 PWF.PR.A bought on Feb 19 @14.55 in cash a/c and wondering should I keep or sell, and if sell what should I replace with ?
I thank you as always,
Tak
Q: Is HR.UN a reasonable tax loss swap for BPY.UN?
Thanks, Hugh
Thanks, Hugh
Q: Hello Best Team:
I sold my position in Visa for a nice profit just as the market started to crater. What do you think of buying back in now towards a full position over the next month? Thanks. Lorraine
I sold my position in Visa for a nice profit just as the market started to crater. What do you think of buying back in now towards a full position over the next month? Thanks. Lorraine
Q: I have been a holder of KEY for some time now. I have stayed with it as it went from a darling to a dog. It's current ratio and debt to equity ratio are not good and the price of nat gas is very low. Today they announced the temporary closing of 4 plants to consolidate operations. I think they are a good management team but am beginning to wonder why I'm being so faithful. Can I get your perspective. Hold or sell?
Carl
Carl
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Loblaw Companies Limited (L)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Kinaxis Inc. (KXS)
Q: Governments are going to put a lot of money into the system because of the corona virus. I have been told that this can lead to inflation. Which sectors,and companies, will benefit?
Q: Hi 5i Team. Question(s) for you on the ETF HPR as it relates to taxation. This summary was taken from my recently received T3. On the T3 summary in the first column it indicates, on a monthly basis a total distribution of $352.14. The $352.24 is broken down as follows: 2nd column on the T3, indicates a return of capital or foreign tax paid of $18.81. The 3rd column on the T3 then states the actual non-elig.div or actual elig.div or foreign tax paid of $344.63. Should I assume that the $344.63 is actual elig. div for the Canadian Dividend Tax credit? Please deduct number credits as required. Thx Steve.
Q: Hi
I know you have recommended this in the past based on valuation and it has recently rebounded almost 100% off the lows.
As someone with a 5 year+ time horizon, but concerned about capital preservation, is this a good place to be right now
My concern is that if people are struggling to pay bills, rent, buy food, these loans will fall first.
A secondary concern given the present environment is government intervention to reduce the interest rates GSY can charge which would fundamentally impact the business.
Thoughts?
I know you have recommended this in the past based on valuation and it has recently rebounded almost 100% off the lows.
As someone with a 5 year+ time horizon, but concerned about capital preservation, is this a good place to be right now
My concern is that if people are struggling to pay bills, rent, buy food, these loans will fall first.
A secondary concern given the present environment is government intervention to reduce the interest rates GSY can charge which would fundamentally impact the business.
Thoughts?
Q: Do you have current comments on holding Tidewater Midstream as opposed to selling and moving on. I am just trying to get up to date on it. Thank You. James.
Q: Further to my question of April 9 regarding withholding tax: I forgot to inquire of the following co's. if they also charge
NVS, PXSP, V and SDIV.
Thanks
NVS, PXSP, V and SDIV.
Thanks
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Have been dithering on having a greater tech exposure for my portfolio due to my ignorance of the space. Nonetheless, have narrowed down to two choices, Descartes or Taiwan Semiconductor. Given their low correlation (.25) would you favor, one, the other or both? (anticipated total exposure < 5%) Currently have a small, speculative position in PHO:CA (<2%) Other solid, possibly dividend paying suggestions are welcome. Thanks.
Q: Hi 5i,
Is it advisable to switch PKI to ATD.B at this time for long term hold?
Thanks.
Desiree
Is it advisable to switch PKI to ATD.B at this time for long term hold?
Thanks.
Desiree
Q: Good morning guys:
Are u guys positive on this name ?
Thx
Mark
Are u guys positive on this name ?
Thx
Mark
- RioCan Real Estate Investment Trust (REI.UN)
- H&R Real Estate Investment Trust (HR.UN)
- Allied Properties Real Estate Investment Trust (AP.UN)
- Chartwell Retirement Residences (CSH.UN)
- Dream Office Real Estate Investment Trust (D.UN)
- Choice Properties Real Estate Investment Trust (CHP.UN)
Q: To a recent question I asked, 5i responded: "Some REITs, if they distribute a large portion of income as return of capital, can still be attractive outside of registered plans. But this also relates to our preference for growth inside a TFSA (REITs are typically slower growth)." I checked my TFSA portfolio, and some of my REITs' distributions are comprised almost entirely of ROC (Allied [AP.UN], Chartwell [CSH.UN], Dream [D.UN]), whereas others' (Choice [CHP.UN], H&R [HR.UN], Riocan [REI.UN]) are almost all otherwise taxable income. So I gather from your previous answer that the former type of REITs (Allied, Chartwell, Dream) shouldn't, generally speaking, be held within a TFSA, is that your view/advice? Also, more generally, so I better understand this issue-- what is the main business/accounting reason(s) why some companies' distributions are primarily ROC? Generally speaking, is one versus the other type of REIT (with respect to proportion of ROC within the distribution) a "better" investment, all other factors being equal (i.e., is there any general investment "rule" here)?
Ted
Ted
Q: Hi 5i- I'm wondering if you know of a study undertaken on the subsequent performance of a share price after it has passed the "Death Cross" or "Golden Cross" ? Or are these just investment myths? Thanks, Ron White
Q: Hello Peter & Team,
In my weekly digest I caught wind of a comment made when you answered a question re SAP, BYD & FSV. Part of your answer included "FSV may see a slower recovery if the real estate market takes a hit, as is widely expected now."
REAL has recovered nicely during the recent move and I did well with it thanks to your advice prior to the recent Bear. I was considering getting back into the name but the comment above gives me some pause in requiring a position. All things considered, a hit to Real Estate would not be surprising. Would this hurt Real Matters moving forward?
Thanks for all you do
gm
In my weekly digest I caught wind of a comment made when you answered a question re SAP, BYD & FSV. Part of your answer included "FSV may see a slower recovery if the real estate market takes a hit, as is widely expected now."
REAL has recovered nicely during the recent move and I did well with it thanks to your advice prior to the recent Bear. I was considering getting back into the name but the comment above gives me some pause in requiring a position. All things considered, a hit to Real Estate would not be surprising. Would this hurt Real Matters moving forward?
Thanks for all you do
gm
Q: As the market starts to recover, can you please give your opinion on what sectors do you expect to recover faster than others. Thanks
Q: hello
Your view of lifecos and GWO in particular will be appreciated
Thanks
CDJ
Your view of lifecos and GWO in particular will be appreciated
Thanks
CDJ
- BMO S&P/TSX Capped Composite Index ETF (ZCN)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard FTSE Canada All Cap Index ETF (VCN)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: HI, I just recently made the switch from mutual funds to ETF’s and a DIY strategy and am looking to lock down 4 low cost ETF’s that I will invest in for the long term (30 + years) and leaning more toward the aggressive side for these. I am looking to take advantage of some dollar cost averaging to enter the ETF market for some broad market index ETF’s in my TFSA and was looking for you opinion of some that I am trying to choose between.
Canadian Market – I am trying to choose between XIC, VCN & ZCN. They all have significant overlap and same MER so I don’t see a whole lot of difference between the three, although I am leaning towards XIU, thoughts on which one you would choose for your portfolio?
US Market – I am trying to decide between VUN & VFV. The VFV has lower MER than VUN and has outperformed VUN as of late. Smaller and mid-cap companies historically had higher volatility than the large-cap companies found in the S&P 500, and so the trade-off is potentially higher growth, for potentially more volatility if you go with a total market index like what is found in VUN. The S&P 500 has outperformed the total market index as of late so I guess the question is will this continue, I am leaning towards VFV, thoughts on which one you would choose for your portfolio?
International Developed – I am trying to decide between XEF & VIU, both have similar MER, thoughts on which one you would choose for your portfolio?
Emerging Markets – I am trying to decide between XEC & VEE for a small percentage of my portfolio, thoughts on which one you would choose for your portfolio?
These are some ETFs’ I have come across from doing build wealth Canada course and reading other materials and listening to podcasts that seem to fit my long-term outlook. I am by no means experienced in this matter and just looking to hit the ground running so If you have better suggestions for certain markets that I may have missed feel free to outline them.
Thanks
Sean
Canadian Market – I am trying to choose between XIC, VCN & ZCN. They all have significant overlap and same MER so I don’t see a whole lot of difference between the three, although I am leaning towards XIU, thoughts on which one you would choose for your portfolio?
US Market – I am trying to decide between VUN & VFV. The VFV has lower MER than VUN and has outperformed VUN as of late. Smaller and mid-cap companies historically had higher volatility than the large-cap companies found in the S&P 500, and so the trade-off is potentially higher growth, for potentially more volatility if you go with a total market index like what is found in VUN. The S&P 500 has outperformed the total market index as of late so I guess the question is will this continue, I am leaning towards VFV, thoughts on which one you would choose for your portfolio?
International Developed – I am trying to decide between XEF & VIU, both have similar MER, thoughts on which one you would choose for your portfolio?
Emerging Markets – I am trying to decide between XEC & VEE for a small percentage of my portfolio, thoughts on which one you would choose for your portfolio?
These are some ETFs’ I have come across from doing build wealth Canada course and reading other materials and listening to podcasts that seem to fit my long-term outlook. I am by no means experienced in this matter and just looking to hit the ground running so If you have better suggestions for certain markets that I may have missed feel free to outline them.
Thanks
Sean