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: Back on 1/20/2024, you thought that these companies (partnerships) would not have withholding tax in the states. I've since received communication from my broker that I have to arrange for a U.S. Taxpayer Identification Number (TIN). They didn't indicate which holdings, but I do own these two companies. Has the company updated their advice? Thanks.
Read Answer Asked by Brad on February 09, 2024
Q: Can I ask you to do a “mental screen” for a few mid-cap Cdn companies that pay over a 3% dividend while having the potential for above average growth in the medium to longer term? Please omit SIS, PBH, EIF and NWC (already owned) and leave out anything in the energy sector. I’m assuming not much in the small cap space would meet the div. criteria and not much in the large cap space meets the growth criteria, but if you think anything there is compelling please include as well. Thank you.
Read Answer Asked by Stephen R. on February 09, 2024
Q: I have invested in a combination of your growth and balanced funds for 7 full years. Besides my profound enjoyment in following my investments, I ask myself if my 8.5% compounded return over these 7 years is satisfactory. A difficult answer I'm sure; I'm simply wondering if some form of longer term mix of ETF's or S&P 500 is more rewarding financially and forsaking my investment enjoyment. Your comment would be appreciated.
Read Answer Asked by Claus on February 09, 2024
Q: Hi 5i,
is there a free web site where one can view how the #shares for both CDN and US stocks have historically changed over time?
Read Answer Asked by Ian on February 09, 2024
Q: With today's jump in ARM and current valuation, would you suggest selling and buying back when things settle ? I was tempted to sell when it hit $120+, but did not...

- I love many facts about the company and thought buying at $78 was expensive, but realistically what are the 5i Crystal ball suggestions and recommendations ...

Happy Spring in February!
Thanks
Read Answer Asked by michael on February 09, 2024
Q: I already hold a bit of TFII and WSP but would like more in industrials. I’m thinking of either adding to TFII or starting a position in STN or TT. Is there still good reason to add to TFII? If not, both STN and TT have good momentum, but as I already hold WSP, would TT make more sense?

Thanks.
Read Answer Asked by Alan on February 09, 2024