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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 team,
I currently hold BNS in my TFSA for income. I wanted to add more given the recent downgrade of some CAN banks. Is the downgrade given as a result of US banking turmoil and recession anticipation (South American exposure in BNS's case)?

How stable is the dividend very long term? Do you think there will be an increase in the coming quarter/annual results? I have asked this before but would like to know what the pulse is for it's payout.

Thank you,
Andrew
Read Answer Asked by Andrew on May 16, 2023
Q: Hi Peter, Ryan, and Team,

Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.

In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.

Would you buy some HEB at this time?

Thanks as always for your valued perspective.

Read Answer Asked by Jerry on May 16, 2023
Q: I'm thinking of selling my shares immediately at a small discount as it appears there can be no new bidders due to ;
"61% of NeoGames’ outstanding shares, have executed a support agreement with Aristocrat pursuant to which they have irrevocably agreed to vote in favor of the Transaction."
Your opinion please.
Read Answer Asked by sandy on May 16, 2023
Q: Peter, could I get your analysis of this company?

Many thanks for your great service.

David
Read Answer Asked by David on May 16, 2023
Q: Your answer to a previous question about BEPC has made me very nervous. You said that the company has missed on earning in eight straight quarters. I still own this company because of 5I's generally positive observations and now I'm wondering what's up when it misses with such regularity. I have a lot of Brookfield companies and wonder if I shouldn't sell my BEPC and put it into BIPC. I have the parents as well so I do like the overall management. But, BEPC? You still like it a lot or a little? Thanks
Read Answer Asked by alex on May 16, 2023