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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: Good morning,

Q1. Could you please share your thoughts on the appropriateness of both of these funds or any other you may wish to recommend for a single 75 year old retiree with $200,000 in a TFSA ($88,000 and the balance ($112,000) in a Non-Registered account?

Q2. Do you have a preferred ETF and/or mutual fund that has the potential of distributing 4% to 5% for the next 15 years with no legacy concern?

Thank you.
Read Answer Asked by Francesco on December 07, 2023
Q: In september you were asked for your assessment of jpie.

With recent expectations of interest rate increases less likely and possible reductions in 2024, would your thoughts have changed…or do you see this as a worthwhile addition to an income focused portfolio?

I already own Jpeq. and Jepi. Would i be better just adding to one or both..The yields seem to be much higher.

Thanks



Read Answer Asked by Donald on December 07, 2023
Q: The Market Data for Nutrien shows a slight decline in earnings from 2023 to 2024 and yet analysts have a median price target of $103.95. If earnings are expected to flat line why would analysts expect price appreciation for the stock?
Also you have mentioned Nutrien is a favourite in materials. What would be your case for buying today.
Thanks
Mike
Read Answer Asked by michael on December 07, 2023
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
Read Answer Asked by Michael on December 07, 2023
Q: Is it true that Telus's dividend has not been covered between 2020-22 and won't be for the following two years?

Other than the benefits of both this sector's limited competition in our country and
this government's immigration policy that has been put in place, are there any other reasons why Telus holds a relatively large PE valuation relative to the single digit PE's of both AT&T and Verizon?
Read Answer Asked by James on December 07, 2023
Q: In your answer to Gary this morning about SMAX and QMAX you stated that they both had less than $1M in assets. Not sure where you're getting your data, but fact sheets from Hamilton's website indicate that SMAX has $85M in assets and QMAX has $50M in assets. Looks like a rather big oopsie to me.
Read Answer Asked by Kelly on December 07, 2023
Q: Hello 5i,

Is there a downside (15% tax) of owning US bonds such as VCIT, VCLT, TLT, AGG, in an RRSP. If so, can we apply for an exemption for an RRSP? If not, would you switch to XTLH instead of TLT? Are there can-hedged ETF's for VCIT, VCLT, AGG?

Thank you

Debbie and Jerry
Read Answer Asked by Jerry on December 07, 2023
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