Q: Are BIP and BIPC different enough to avoid superficial tax loss rules ?
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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: On October 24 you answered a question with the following " ZSP we think is fine for general US exposure (dollar hedged)" my understanding has been that ZSP is not hedged, and I found other sources supporting that. Am I wrong or misunderstanding, or did you misspeak? Thanks
Q: Could you please expalin your comment to Paul on Oct 26th, '' it is a bit trickier because of the timing as all report earnings prioir to a 30 day window..... if sold this week''
What is the significance of the timing of the sell?
What is the significance of the timing of the sell?
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Eli Lilly and Company (LLY)
- WELL Health Technologies Corp. (WELL)
- DexCom Inc. (DXCM)
Q: Hello, I need to add to the healthcare sector. Is this a good time to buy? Could you please provide 5 names and rate them in order of preference and why? U.S. OR Canadian? Thank you.
Q: Hi 5i,
I want to add a rail position. What’s your thesis on CNR vs CP?
Thank you!
I want to add a rail position. What’s your thesis on CNR vs CP?
Thank you!
- Costco Wholesale Corporation (COST)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Harvest Healthcare Leaders Income ETF (HHL)
- Nutrien Ltd. (NTR)
Q: Do you consider these companies a buy and if so at what price point would you purchase them?
Q: I'm considering Harvest Premium Yield Treasury ETF (HPYT.CA), US treasury Income, high yield through covered calls; very aggressive Yield of approximately 15% and 0.45 mgmt. fee; new ETF to the market, anything one should be aware of here good or bad? Thank you & keep up the super work!!
Q: Hi 5i,
Referencing Murrays question earlier on Air Canada...Is it cheap at current price given earnings....Stock seems to have taken another nose dive after initial uptick....
Would you be interested at current price and say 1 year time frame ?
Thx
Referencing Murrays question earlier on Air Canada...Is it cheap at current price given earnings....Stock seems to have taken another nose dive after initial uptick....
Would you be interested at current price and say 1 year time frame ?
Thx
- Blackstone Inc. (BX)
- Ares Management Corporation Class A (ARES)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Blackstone reported earnings last week. What's your assessment and how will the results impact your opinion of the stock going forward. You've liked it in the past and recommended it as a buy, any change? Thanks.
Q: Your thoughts on a switch from J&J to Organon in my RRSP. Income is main objective
Q: I own some NEO performance materials and I noticed it is at 52 week lows, and at the currrent price (a little under $7) the dividend yield is about 5.7 per cent. The net cash on the balance sheet (according to the last quarter) shows that the market cap is about 30 per cent covered by the cash on the balance sheet. This company is profitable, pays a healthy covered dividend, is buying back a few shares with a NCIB and is in a future world part of the economy (magnets for electric cars, wind turbines, defense products, etc. I think I should add more on this weakness in the share price. Am I missing something glaringly wrong with this under-the-radar company?
Q: Hi 5i,
I have to take funds from my RRIF which is made up of stocks and fixed income. I want to confirm my thinking on the subject.
I think it is better to take out my stocks first and then in later years the fixed income. My thinking is that the stocks will appreciate faster than the fixed income thus creating more RRIF capital to remove in later years which will cause additional tax. It is better to have the additional appreciation outside of the RRIF.
Do you agree?
Thanks for the help.
John
I have to take funds from my RRIF which is made up of stocks and fixed income. I want to confirm my thinking on the subject.
I think it is better to take out my stocks first and then in later years the fixed income. My thinking is that the stocks will appreciate faster than the fixed income thus creating more RRIF capital to remove in later years which will cause additional tax. It is better to have the additional appreciation outside of the RRIF.
Do you agree?
Thanks for the help.
John
- RB Global Inc. (RBA)
- XPEL Inc. (XPEL)
- ON Semiconductor Corporation (ON)
- Ollie's Bargain Outlet Holdings Inc. (OLLI)
- e.l.f. Beauty Inc. (ELF)
- Kinsale Capital Group Inc. (KNSL)
- SPS Commerce Inc. (SPSC)
- Weatherford International plc (WFRD)
Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks
Thanks
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Do you think the announcement by Blackstone and KKR that they are going to stop charging carry on their private equity funds has affected BAM share price in any way? Wy do you think it has gone down so much? Thanks.
Q: This name is in both the 5i Income and BE portfolios at a 6% weighting yet yields under 1%, where no other stock in the Income portfolio comes close to. I understand it is the best performer in that portfolio and am wondering if it is there to 'juice up' the return on an otherwise mediocre performance. Could you confirm this rationale or explain the thinking, please.
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Parkland Corporation (PKI)
- Hydro One Limited (H)
Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?
Thank you!
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?
Thank you!
Q: Can I have your opinion on ENPH's earnings? How does it look for a potential investment?
Thanks,
Joel
Thanks,
Joel
Q: Can you comment on their Q3 earnings?
Peter
Peter
Q: Is the drop in share price an over reaction to political news? Is this a buying opportunity even if the Panamanian mine deal is revoked?
Q: Please give me your comments/suggestions about my fixed income portfolio and weightings.
BMO AGGREGATE BOND INDEX .ZAG 9%
CI INVESTMENT GRADE BOND .FIG 9%
FIDELITY TACTICAL CREDIT .FID7573 9%
HORIZONS CDN SELECT .HBB 9%
LIBERTY ALL STAR EQUITY FUND USA 9%
PENDER CORPORATE BOND FUND .PGF550 9%
PICTON MAHONEY FORTIFIED .PIC8501 9%
PIMCO MONTHLY INCOME FD CDA .PMIF 9%
RP INVESTMENT ADVISORS .RPD210 9%
RP STRATEGIC INCOME .RPD110 9%
DYNAMIC PREMIUM .DYN3361 10%
BMO AGGREGATE BOND INDEX .ZAG 9%
CI INVESTMENT GRADE BOND .FIG 9%
FIDELITY TACTICAL CREDIT .FID7573 9%
HORIZONS CDN SELECT .HBB 9%
LIBERTY ALL STAR EQUITY FUND USA 9%
PENDER CORPORATE BOND FUND .PGF550 9%
PICTON MAHONEY FORTIFIED .PIC8501 9%
PIMCO MONTHLY INCOME FD CDA .PMIF 9%
RP INVESTMENT ADVISORS .RPD210 9%
RP STRATEGIC INCOME .RPD110 9%
DYNAMIC PREMIUM .DYN3361 10%