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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: Today the US Fed announced a pause in its rate hikes however stating the next move will be up. Looking back in history I see that 90% of the time a pause in the fed rate is followed by a reduction in rates and not an increase. If history repeats itself I'm thinking bonds should start to increase in price. To take advantage, if my thinking is correct, should I hold short, medium or long bonds. I have held BLV for some time now and am in a loss position but am thinking of adding a wee bit more.

Appreciate any comments you have.
Read Answer Asked by Ronald on June 15, 2023
Q: What are your top etf recommendations to purchase now given we are officially in a bull market, the latest cpi numbers are encouraging & the fed is possibly done?

Or is this too late and FOMO is leading me at the wrong time into investing more funds now?

Thanks.

Read Answer Asked by Donald on June 15, 2023
Q: Looking for income. Any thoughts on which Canadian ones are the best out there if looking for yield more than 5%?
Read Answer Asked by Eugene on June 15, 2023
Q: Hello 5i Team

Northview Fund issued a press release June 12 announcing a recapitalization event and conversion to a traditional REIT (Northview Residential REIT NRR-UN).

There was lots of information to un-pack from the news release, however I am confused by the statement regarding future distributions once the recapitalization occurs:

In anticipation of the completion of the Transaction and the conversion of the Fund into a more traditional real estate investment trust, it is the Fund's intention to commence paying a distribution of $0.625 per Class A Unit per annum, or $1.09375 per Unit per annum after giving effect to the Consolidation

Based on the above, the current holders of NFH-UN would receive $0.625 per annum per unit (i.e. approximately 7.18 % based on current $8.70 unit price).

Questions

1 - Is my interpretation of the proposed distribution correct?

2 - Is it better to wait a while until all the applicable documents are available on SEDAR and can be reviewed prior to purchasing units?

2 - General opinion of this recapitalization

Ironic this entity has gone full circle in the last four years (Northview Apartment REIT, Northview Fund and now Northview Residential REIT). Lots of fees for investment bankers and lawyers.

Thank you
Read Answer Asked by Stephen on June 14, 2023
Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David
Read Answer Asked by David on June 14, 2023