Investment Q&A

Q: My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Q: What is/will be happening and what are your suggestions?

Q: I haven't seen any Q&A on FLY for sometime, has your opinion changed since the last question. I sold for a tax loss but debating if I should go back in. I think their product is a must in the industry but just not happening.

Q: Greetings 5i,
I am retired and typically don't have much in the way of fixed income since we have decent pension income, dividend income from a non-Reg account and some income from our RRIFs (started early to postpone CPP).

However, there is likely opportunity now for short-term bonds (higher yields as bond prices have fallen) and long-term bonds (capital gains when interest rates start to fall). Could you please identify two Cdn bond ETFs that would satisfy this rate dumbbell scheme?

Thanks as always for your excellent service.
SP

Q: Hello 5i Team
Last year stocks and bonds both had a down year, I would like to add to a fixed income ETF that you think would have upside the next few years as interest rate starts to pause and decline in the future. I currently own a position in Vbal etf which has bonds component in it.
Thanks

Q: Hi 5i
I'm doing some portfolio clean up based on the assumption that the next 12 to 18 months are going to bring economic doldrums as the economy reacts to interest rate increases which, I think, take a while to filter down to where they effect corporate profits generally and, possibly, to where manufacturing and construction falls off enough to directly affect these names.
I'm thinking about selling DXT, CSW, WJX, LIF, and MREL (all at modest losses but in a registered account so no tax benefit) on the premise that they will not do so well over the next year and will take quite some time thereafter to recover such that there is a significant opportunity cost to holding them. (I was happy enough to hold them for their respective dividends/growth in the before times, but not so much now when growth seems unlikely.)
Could you give me your thoughts on my thesis in general and on how I've applied it to these names - is it sensible to sell them now at quite small losses given what is likely coming for them over the next year or so, when compared to what might be made of the money they are presently tying up if I handle it right.
Thanks!
Peter

Q: your thoughts on Sanara MedTech
thanks again

Q: Hi 5i Team!

Respecting you don’t have a crystal ball and going on general wisdom that the markets like to look ahead.

How much of the full impact of rate hikes has been priced into the current market?

There is another (maybe last one?) almost certain rate hike coming for both the US and Canada, should we expect more volatility from this announcement or is for the most part already priced into the market?

Thanks for all you do!

Q: Looking to top up one of these in my TFSA. Which one would you choose - with some. commentary on each one please.
Much appreciated. ram

Q: this etf yeilds a high dividend. the fund appears to have a group of solid energy stocks

with a low pe. looks to good to be true? what is your opinion please?

Q: What is your current view on BLX? Do you see any upside in the share price?

Regards,
JR

Q: Hi 5i, I currently hold RCDB.TO in my margin account. My goal is twofold: 1) move it to my RRSP account 2) sell it and replace it with VAB.CA. Would I be best to sell RCDB.TO in my margin account first and then move the cash into my RRSP, or transfer it in kind to my RRSP and then sell it? And would I need to wait 30 days before I purchase VAB.CA? Please deduct as many points as needed. Thanks, and have a great weekend!

Q: Can you give me your current assessment of drr.u

Q: Good day 5i - I would like to know if it is advisable to pay a fee for an ETF Cash Account if you are frequently depositing and withdrawing funds to use to buy stocks, etc. I realize the funds are more liquid. Also, not having used an ETF previously, do you need to be concerned when the ETF is at a higher price when you purchase it. Thank you.

Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks

Q: A question on a few of my laggards. As a clean up of my portfolio these are back to original purchase price. Purchased 18 months ago and wondering if buy sell or hold.
Thanks

Q: I currently have no tech holdings. Could you please give your 3 top recommendations given current conditions and if it would be best to take full positions now or maybe average in over the year.
thanks

Q: What are your favourite Canadian bond ETFs given the current circumstances and looking ahead a couple of years.
Thank you!

Q: Hi there,

With MAGT getting taken out, are there any other names which could be a good takeout candidate? Would STC, SYZ and CTS all into this category? Would there be any others?

Thanks!

Q: The dust has settled a bit on the BAM spin off. So much for newBAM being undervalued within oldBAM ( now BN). Before the split I had shares of one company worth 44k, now I hold 2 companies one worth 36k (BN) and the other 8k (BAM). I have no need to hold both BAM and BN, do you have a preference for balanced but moving to income investor. 5+ year hold. The book on BAM in my account is showing as " zero" so looks like selling BAM would be 100% cap gain...Selling BN would be about the same net cap gain as I have done well owning it. So there is no real tax advantage to going one direction or the other in my unregistered account..

So hold both and get annoyed looking at the smaller positions in both, sell BN and buy BAM, sell BAM and buy BN or Sell both and buy your current new favorite...