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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: I am looking for US dollar income in a non registered account. What is your view on zpay.u for this purpose. Are there any other etfs you would recommend as an option?
Read Answer Asked by James on May 13, 2024
Q: What do you think the go-forward risk is for significant market correction? Are there traditional metrics that you follow for such (ie inverted yield curve) and could you please comment on their present state?
Read Answer Asked by Peter on May 13, 2024
Q: I am seeking a few ideas to deploy US dollars in both RRSP and TFSA for a balance hold approach, and dont need tech. Thank you
Read Answer Asked by Steven on May 13, 2024
Q: BCE has dropped in value significantly. Heavy debt load is putting pressure on sustainability of dividend growth and people are talking about a dividend cut.

Can you give us your view of what the optimal capital structure would be for BCE relative to the current leverage? And whether you see the decline in share price as a buying opportunity. Thank you.
Read Answer Asked by Menaka on May 13, 2024
Q: My total small cap stands at about 12% of total portfolio. As a reminder volatility is part of the game when investing in small caps regardless of the time frame you invest in. I bought these 3 in the last few months with the hope that I had properly evaluated the risk-reward. Having said all that I intend to keep these companies as I still believe that most of the short term risk has now been taken into account. As the Rolling Stones sing... Time is on my side.

Question to 5I, are the 3 all keepers with 3-5 years time frame or are there better options. Those are invested in registered accounts so there is no fiscal benefit to sell. Please identify a sell if one is.

Thanks
Read Answer Asked by Yves on May 13, 2024
Q: With regard to the money laundering attibuted to TD in their US branches. The media reports referenced "duffel bags" of cash presented to tellers for deposit.
Is there not a rule or regulation that any cash transactions over $10,000 as being required to be investigated. or is that in Canada only Also would not the other tellers/manger not see this happening? Sounds crazy.
Read Answer Asked by Reg on May 13, 2024
Q: This suggestion was made before but wasn't really accepted so I'll try again. I would like to suggest 5i issues a quick report on any portfolio company that takes a sharp downward turn like SHOP did yesterday. I'm not talking about a 5% drop but a significant drop, say 10% or more. You indicated before that the answers to concerns can be gained from reading the questions and answers but these are specific to the writer and may not capture all details. I think what your clients would like is a quick, bring it all together report describing what happened, why it happened, what can be expected going forward and whether it's a sell, hold or buy. Also, a quick update on the rating. 5i is very good in introducing reports on new companies but not quite so good on keeping tabs on companies afterwards if they run into some serious trouble. Just a suggestion that I and I think others would appreciate.
Read Answer Asked on May 13, 2024
Q: Knowing that portfolio allocations need to be very personal, but would 30% Canada, 45% US, and 25% international work as a general guideline for 60% equity portion of a new RRIF account?
Would you change the 40% fixed portion consisting of 20% 1-year GICs, and the remaining 20% of XHY, CVD, CPD, Bonds mutual fund (currently at loss)?
Thank you for such a great service.
Read Answer Asked by Hali on May 13, 2024
Q: Your opinion please regarding portfolio construction. Better to add to an existing position in X.TO to bring it from 3% to 4%, or better to initiate a 1% position in H.TO? Separately, which of these two is trading at a better valuation relative to their historical average?

Thanks
Read Answer Asked by Joel on May 13, 2024
Q: All of the above companies have now reported thier respective quarterly results in the last two weeks and their respective prices adjusted accordingly.

I appreciate that all have been suggested by 5i in response to numerous and varied questions. Based on your overall assessment, the recent results and forecasts and their respective pricing as of todays date, would you be able to rank them for acquisition together with a brief comment please.

Regards,

Terry
Read Answer Asked by Terry on May 13, 2024
Q: Just read the earnings report for ECN . Looks like they had earning of zero per share which the market appears to like .... Could 5i give an analysis and opinion on the two businesses and thoughts for a catalyst going forward ? Also comment on the management changes. I believe management was a large part of the company's original attraction . I also received the " Management Information Circular " in the mail which has comments on the strategic review. It mentions someone called " Skyline " . Could 5i explain who they are,what they do, and translate the explanation of the strategic review from " Business gobbleygook " to " Business for dumbies " so I understand it and what you think of the results of the review ? ..... Thanks for your always sound analysis ..... Garth
Read Answer Asked by Garth on May 13, 2024
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