Investment Q&A

Q: How come Blackberry is listed in the tsx 60 but Shopify is not?

Q: Hi 5i team,

You kindly answered a recent question of mine re: minimizing risk of U.S. estate taxes (I am high net worth investor). I posed the question of emerging markets exposure, and asked you to compare VWO (U.S. situs) versus ZEM (Canadian situs); and you recommended ZEM for avoiding U.S. situs investment. My follow-up question has to do with making a comparison between VEE (the Vanguard Canada emerging markets fund) and ZEM. My understanding is that all ETFs registered to Vanguard Canada (such as VEE) are considered "Canadian situs" investments, even though they hold investments outside of Canada. So here are my two questions:
1. In a comparison between ZEM and VEE, would you recommend one over the other (the goal is Canadian situs investment within my RSP for long-term emerging markets exposure, at least 5 to 10 years).
2. In general, how can one most easily determine whether a security-- whether ETF or individual stock--is Canadian or U.S. situs investment (for estate planning purposes)?

Ted

Q: RE Earlier question re timing of receipt FLTR shares.
My itrade rep said the same -almost word for word.

Q: dsg filed for something called a shelf today what is that.thanks

Q: I'm interested in learning about technical analysis. What resources would you recommend?

Q: Good Afternoon
Some brokers, when recommending a security, they properly disclose whether they have managed a public offering of the security or whether they have received compensation for investment banking services. Thus, the investor is in a better position to assess the recommendation of the broker.

My question is about Morningstar. Do they provide any type of services for the companies recommended in their portfolios ?
Thanks again for your insight.

Q: Can you provide your opinion on inflation linked bonds and what role (if any) they should play in diversifying a long term portfolio. What is your preferred ETF for this? Are they redundant if you have gold?

Q: I have seen many questions about TRI with deposit receipts. Are there two classes one with a receipt and one without? What are the parameters of these receipts? Do the receipts trade separately?

Thanks

Q: Hi 5i team,
Congrats on the recent upgrade to Portfolio Analytics. It seems to be a big hit. I would consider it myself but over the past several years, I have moved 75% of my equity holdings to the U.S. (in RRSP, TFSA and non-registered), which has vastly outperformed my Canadian holdings. PA would tell me to come back to Canada which I don’t want to do. I don’t follow the conventional portfolio rules. In fact, I am considering moving all my remaining fund to the U.S. markets. Other than the currency risk if the CDN $ appreciates on a sustained basis (which I doubt), do you see any other pitfalls with this strategy?
Thanks again for your insight.
Happy belated Canada Day from my 25% position.
Dave

Q: if I want to received dividend in US , will it be advisable to buy co. like Enb. in U$., or other dual listing companies, like RY,TD. or will it be better to simply buy equivalent US listed Co. instead. Thank you as always.

Q: There has been recent insider transactions
Please explain
70 - Acquisition or disposition (writing) of third party derivative

https://www.canadianinsider.com/company-insider-filings?ticker=NEO

Q: I have been using TSE to track my portfolio.
Recently they made changes not to my liking.
Can you recommend one or more available sites to track a portfolio.
Thanks

Q: Is there a site that talks about upcoming IPO's in Canada and US
Thankyou, Peter

Q: A question for the dummies amongst us.
In reading your explanation of “covered call options” what I still don’t understand is who buys the call option and why would they? Who determines the “strike price”, do you? Who determines the other terms of the contract: the expiration date, the “premium” you get for selling the covered call, the price if you “buy back” the call option prior to expiry? Who sets all this up and how do they get paid (your broker)?
What is the downside, aside from missing out on potential gain if the stock is called away?
Perhaps you can recommend other resources that explain all this in relatively simple language.
Supposedly there is no such thing as a stupid question.
Len

Q: There are a lot of different BAM preferred shares that one could choose from to invest. Some have dived yields as high as 8%? What is the difference in each of the issues? Why would one not just choose the one with the highest dividend yield? Can you please clarify? Is there a drawback of choosing one over the other? If you had to choose one which would you pick?

Regards,

Brendan

Q: Will the Canadian. Money saver money show be recorded for those who aren’t available during the livestream?
Thanks

Q: I am retired. To help me better appreciate what types of stocks to hold in my TFSA, RRSP/RRIF, and unregistered accounts, could you give me a few Canadian and US suggestions for each. Thanks again for your great service.

Q: Hi guys,
I am maintaining both rrsp and resp portfolios for my family with time horizons of about 20 years and 10 years, respectively.
The investment strategies have been the same thus far, and I have followed a balanced approach of identifying growth, blue chip and a nominal 15% fixed income in each. I have a combination of ETFs and stocks from your model portfolios.
With the objectives and time horizons in mind, would you deploy the same investment strategies across accounts at this point? Thoughts on what investments you would recommend?

I am also aware of the tax ramifications of the accounts, and am more interested in thoughts on risk and time horizons.

Thanks

Q: "Authors of this answer, directors, partners and/or officers of 5i Research have a financial or other interest in AMZN at the time of answering this question."

What other companies does officers have a financial interest in? Don't see this too often on questions? Are you only invested in American names?

Private question but you can answer publically if you wish

Q: This market is wearing me out! What do you think about partnering with Wealth Simple? Thx James