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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: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks
Read Answer Asked by Alexandra on August 21, 2023
Q: Hi 5I
I want to make sure I understand the effect of management fee and management expense ratio MER, on an ETFs dividend yield.

For example looking at ZWB the indicated dividend yield on my brokers site is listed as
Div - 7.64%,
MER -0.72 %
Mgt fee - 0.065 %

Is the stated dividend 7.64% the amount received after all expenses are paid or do you subtract the fees to get the actual dividend received?

thx
Read Answer Asked by jim on August 21, 2023
Q: As a follow up question to August 18, when you say the market is treating TOI and LMN as a current day CSU, is this a good or bad thing wrt to growth prospects? Does this mean there is less runway for growth, for TOI and LMN, then CSU had in the early days?
Thanks
Jeff
Read Answer Asked by JEFF on August 21, 2023
Q: Assuming western governments favour financial repression to get themselves out of their respective debt mess, what does this all mean for a recent retiree like me? Are any stock sectors worth investing in? How about gold / material stocks and certain REITs ? Are utilities safe?

No government leader had any backbone over the past couple of decades and chose to continually “kick the can down the road” and now there’s no way out….and the piper will eventually be paid.
Read Answer Asked by James on August 21, 2023
Q: If investors have their dividends automatically reinvested, will they have to pay tax on the dividends in the current year?
Read Answer Asked by Mary on August 21, 2023
Q: I'm in my mid seventies and retired. My pension income covers my monthly needs and I do have excess capital to invest. Dividend income is always welcome but I also would appreciate some growth in my portfolio. I realize you lean towards companies that have strong growth profiles and often find great investments in that arena. My questions are two fold.
1. Based on my limited explanation of my personal investment profile, could you list some of the companies you favour that could be, 'just too risky" for me to invest in?
2. Alternatively, could you list some of your favourite companies that I should consider investing in?
Read Answer Asked by Les on August 21, 2023
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