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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: Hi Peter and 5i team,
Can you please explain what happened to Abbvie on Friday? It seemed like an Analyst/Investment Company came out with a statement and then retracted it later on it the day. Thank you for the explanation.
Do you still think ABBV is positive going forward?
Thank you.
Read Answer Asked by Dennis on October 03, 2022
Q: Hi Peter, Ryan, and Team,

In Saturday's Globe and Mail, David Berman wrote an article called "BCE’s dividend yield is back above 6 per cent. Here’s why that’s a buy signal" Portfolio Analytics indicates that we're low in the Communications Services sector, and given that Berman's back-dated numbers are compelling, we're wondering if now would be a good time to buy some more BCE. Your thoughts? Thanks in advance for your insight.
Read Answer Asked by Jerry on October 03, 2022
Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Cec
Read Answer Asked by Cecil on October 03, 2022
Q: Hello,

I have roughly $75,000 to invest. I am looking for US base stocks with upside. I have a pretty balanced portfolio so am looking for growth type names or ones with upside. This year i purchased amazon, netflix, disney, and nvidia so please recommend 4-5 of your best ideas other then those ones.

Thanks
Read Answer Asked by sean on October 03, 2022
Q: Hi team,

Looking for stocks likely to be best performing on short term with reasonable risks in any sector. In this regard, what is your evaluation of Siga Technologies (siga-q), Target Hospitality (th-q), Pagaya Technologies (pgy-q), Nextier Oilfield Solutions (nex-n) or any other on your radar ? Which ones would you buy now ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on October 03, 2022
Q: Hello
I thought it would be good to diversify and collect some extra income from European High Yield companies. Turns out a war in Europe is not good for stocks or currencies.

I hold both hedged and unhedged in equal amounts and see the 7% performance delta due to currency. By the Math (currency move) it is clear a trade out of currency hedged and into currency exposed would be favorable in advance of any recovery of Euro and Stirling.

I don't make Bets. The switch is a bet on Euro and Stirling recovering former glory.

Would you sit on current holdings with both exposures? Move to currency exposure? Or just get out of European companies.

Thanks

YTD August

ZWP..... - 14.99 % (currency exposed)
ZWE..... - 7.56 %
Read Answer Asked by Dave on October 03, 2022
Q: Of the holdings in the Income Portfolio, can you suggest a few names that have the best prospects for growing their dividend over the next decade, through all market conditions?

Thanks.
Read Answer Asked by Joel on October 03, 2022
Q: I'm a bit underweight in the consumer cyclical sector and a bit underweight in my international allocation (the latter being somewhat of a chronic condition). I'm trying to make a buy decision between MG, ZDI and XEF. I already own the two ETFs and MG would be a new position. I understand that a direct comparison of a single company with an ETF is not possible and that you can't personalize sector weightings, but all else being equal, which one of these would you be most interested in today? Many thanks!
Read Answer Asked by Mark on October 03, 2022
Q: Hello,

With the articles in the press now revealing the lack of leadership, poor succession planning, disgruntled employees, spotty review of the new CEO, why are you sticking with BNS when there are other banks that IMHO offer far better potential for the reasons I mentioned above.

I was under the impression that these factors play a major role in selecting companies that appear in 5i portfolios.

For full disclosure, I do not own BNS

Sheldon
Read Answer Asked by Sheldon on October 03, 2022
Q: Hi Peter, Ryan, and 5i Team,

Peter, with your experience in markets such as the situation we're now in:

Is dollar-cost-averaging over the next year or so a good way to accumulate some good but beaten-down companies?

Can you recommend several Canadian and US ETFs that I can use to take advantage of this dollar-cost-averaging approach?

Finally, since one cannot predict the market bottom with any certainty, what frequency would you add to one's position (weekly, monthly, or ??)

Thanks in advance for your insight.
Read Answer Asked by Jerry on October 03, 2022
Q: Hi...further to my recent questions regarding Eric's NRGI ETF, I just want to make sure I understand the tax treatment of this ETF before I purchase it.

According to his website, NRGI is 82% USA and 18% Cdn as of Aug 31/22.

Please correct me if I am wrong:
1. Any share price appreciation will obviously be taxed as Canadian capital gains.
2. Any dividends from a Canadian company will be taxed as Canadian dividends and received the dividend tax credit.
3. Any dividends from a USA company will be taxed as interest income.
4. Any "covered call" dividends from either a USA or Canadian company will be treated as Canadian capital gains (not 100% sure on this one).

So, ignore the share price appreciation aspect for now. Eric has stated the target distribution is 7%.

My conclusion is that the distribution could then be split into roughly 5% dividend (82% of which would be taxed as interest income) and 2% covered call (taxed as capital gain).

Q#1 = So, is it safe to say that the ETF would be taxed with roughly 4% being interest income tax, a negligible amount of Canadian dividends, and the vast majority being taxed as capital gains (share price change plus CC-dividend impact)?

Q#2 = So, I believe it still makes sense to buy this in a Cash Account...do you agree?

Thanks for helping me understand this one....Steve
Read Answer Asked by Stephen on October 03, 2022
Q: Hello
I am looking for contact information for anyone who could value old stock certificates. The certificates are from the 1940's. I have done some research on the certificate company's and have gone through various iterations and now are part of Franco Nevada. Thanks
Read Answer Asked by Kenneth on October 03, 2022
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