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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: Do you know of a reasonably diversified Canadian equity ETF that has a very low percentage of energy stocks? I believe energy makes up something like a third of the TSX index which is a lot more than I want to hold right now.
Read Answer Asked by John on October 17, 2024
Q: Hi 5i Research Team,

Building a value stock portfolio for both long term and shorter term results (Santa Clause Rally) and looking for potential stocks that could be described as "under valued" and can be classified as recession defensive as well in both Canada and the US. Was wondering if you could list 5 picks from both Canada and the US?

Thanks in advance for your helpful advice!
Read Answer Asked by Keith on October 17, 2024
Q: On Aug 21/24 you answered a question and suggested that investors start analyzing better the "downside risks" associated with any of their particular investments.

If we assume that "risks" range from 0 (lowest) to 10 (highest) and that individual stock choices occupy categlories 5-10 I am looking for your suggestions in categories 0-3 - one a USD denominated suggestion and one in CDN.

For my 0 category I currently use RBC's savings accounts RBF 2010 and RBF 2014 (USD) . I assume that some of your favourites from answers I have reviewed will be in categories 1-3 such as HISU.U, UBIL.U, HBND etc.

In any event if you can provide me with your analysis of the nature of the varying downside risk levels on a rising level and a suggestion for each I would be very grateful.

Regards,
Terry

Read Answer Asked by Terry on October 17, 2024
Q: I am looking for the October update on the Growth Portfolio which was last updated on Sept 6. When will it be available? Thanks, Scott Stewart
Read Answer Asked by Scott on October 17, 2024
Q: Can you please provide your current assessment of Superior Propane (SPB)? I have been invested for about 3 years and am down close to 50% and it continues to follow its trend of decreasing stock price ever since I owned it. Did I miss one of your fundamental reasons to sell and do I now consider holding for purposes of income, if you think it has hit a floor and has no further growth prospect? Thanks again - John C
Read Answer Asked by john on October 17, 2024
Q: Hello 5i research, could you give me a current standing on Archer Aviation compare to similar companies? Is there another prospect in the field of short distance aviation that is worth considering to hold? I would like to buy ACHR and hold fit or the next 5 years.

Thank you
Read Answer Asked by Yves on October 17, 2024
Q: Are there any other U.S dollar denominated comparable ETFs? I would be interested in holding a modest position in such a vehiicle, but am concerned about the tax consequences relative to, say, VIG. The newness of this issue is of less concern given th reputation of RBC. Thanks to the team. Bill
Read Answer Asked by Bill on October 17, 2024
Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John
Read Answer Asked by John on October 17, 2024