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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: Hello 5i,


I am wanting to move more into US and rest of world, as the analytics program directs me.
Due to a sale in my tfsa, i will have US dollars that i can then put in my non registered account. ( i will fill the tfsa once afain from that same non registered account). I was wondering what to buy with these US dollars, though. I dont want to lose too much of. The divident break we have for US stocks in the Rif, so i was looking for low or no dividend yield candidates. One problem encountered is that in my non Canadian portfolio, i am moving away from individual stocks and towards etf's. Harder to find low or no dividend payers.

VEA was one I was looking at.

In the 5i portfolio tracking and analysis it says that vea has a yield of 1.89, which although not ideal, maybe something we could live with. When i go on the bmo site, though, it seems to indicate a yield of 2.99, which is becoming less livable.

I imagine you are riht about the dividend. But, would like to be sure. Also, do you see the 1.89 yield as being too high for a non registered account? Thanks once again
Read Answer Asked by joseph on December 04, 2019
Q: Hello
I noticed APR.UN has a new issue release this evening. I'm thinking of using this opportunity to purchace some shares for my TSFA. I understand the risk of being concentrated in one sub class of real estate, but find compoany compelling. Could you provide me with your thinking and perhaps an alternative if you think its wise?
Thank you
Nicholas Marriott
Read Answer Asked by nicholas on December 04, 2019
Q: Further to my question re: a bought deal. I read i that the deal was for $ 92.50 a share US that is approx $123.00 Canadian. If shares were trading at a higher level prior to the deal - approx $126.00 - ( mind you they were around the bought deal price a week ago ) what is the "bought deal" part of issuing new shares?
I have read that term a few times and seen the stock prices for stock react wildly from the announcements - I am unsure what it mean or what the implications are.
Read Answer Asked by Paul on December 04, 2019
Q: If the U.S. dollar takes a big hit in the next couple of years, maybe a 20% drop can you explain what would happen to the value of say ZTL. the CDN dollar version of the u.s. long term treasury bond. TLT has been the place to be ever since rates started falling over the last 20 years. On a currency devaluation i would think people would head for the exits pretty quickly?
thanks Gord
Read Answer Asked by Gordon on December 04, 2019
Q: I was interested in Brookfield Asset Management CEO Bruce Flatt's comments during a BNN interview with Amanda Lang this week. Flatt said that "We are close to 11 years into this economic cycle. I don't think economic cycles have been repealed; there will be a recession." He added that Brookfield is more cautious today than it was in 2009 during the world financial crisis. His company is holding lots of cash and staying diversified to weather the downturn. With 5i's years of investment experience, I would appreciate your opinion on the risk of a recession and your recommendations for capital preservation of investment money if such a situation might occur. Thanks!
Read Answer Asked by Linda on December 04, 2019
Q: Hi - wondering what your thoughts are on the DYB ETF as a way to play a market pullback without having to be actively involved on a daily basis. Thank you.
Read Answer Asked by Yasin on December 03, 2019
Q: Hi,

I have a question about timing the market. I know the old saying that its not about timing the market, but time in the market. However, 10-11 years into this bull market, how do you juggle wanting to invest in good quality names if you believe the market may slip into recession in the next 12-18 months? Should you keep a percentage of your portfolio in cash? What if the recession doesn't come for another 3-4 years?

Thanks,
Jason
Read Answer Asked by Jason on December 03, 2019
Q: I will be coming into some cash around the middle of next summer and will be re-orienting my portfolio towards income. I want to have 4%+ overall yield. To that end I am looking for a bunch of higher income stocks so I can hold on to my low or no yield, growth stocks. Specifically I am looking at stocks that have over 6% yield and whether you think a full or partial position makes the most sense for each. Please deduct as many credits as you see fit. Thank-you.
Read Answer Asked by Alex on December 03, 2019
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