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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 don't really want to spend C$1.45+ for each USD cash. So to gain US market exposure, does it make sense to buy CDRs of US companies (Cdn $ version of their large cap stocks) ? for example JPM, MSFT, GOOGL, BRK.B etc.
Read Answer Asked by EDWARD on February 05, 2025
Q: My son inadvertently, a while back, bought Canadian companies (eg. SLF) in his US Margin account. Is there a way to get them back to the Canadian margin account? Is that called "Journaling"? Would you end up with more shares on the Canadian side, given that you are converting from the US $? Any gain/loss/currency tax issues? Thanks very much.
Read Answer Asked by Brad on February 03, 2025
Q: Questrade will now let me journal voucher stocks online for no charge until April 1. What would be the advantage to do this to my dual listed TSX and NYSE stocks? Would it just be making a bet that the US dollar will continue to gain on the Canadian dollar?
Read Answer Asked by David on February 03, 2025
Q: What are your thoughts on market-linked GICs as opposed to traditional fixed rate GICs?

Thanks
Read Answer Asked by Tara on February 03, 2025
Q: Hello Peter and team,

We look into each question for your transparency on US holdings. We are truly thankful for that insight. I must say that our portfolio for US holdings would be so much better if your team managed our portfolio! :-) The 5i team is always 3-6 months ahead of the curve (buying or selling). We have and will continue to do well with your suggestions.

For all that you and your team does. Thank you.

D&J
Read Answer Asked by Jerry on January 31, 2025
Q: Good morning, just wanted fire off a note to say how appreciative I am with your timely communications. With this Deepseek announcement, I knew there would likely be some carnage with the AI stocks. I recognize that this could still adversely affect stocks like NVDA long term, but it is most helpful to receive your comments so quickly,
Read Answer Asked by jeff on January 27, 2025
Q: Everyone, if you were just starting out on a long journey of investing your savings in the market, what would be the first three things you would do? Clayton
Read Answer Asked by Clayton on January 27, 2025
Q: Just a comment, So now we have preliminary numbers for the quarterly reports, we have quarterly report numbers. What next? I thought we were supposed to be investing for the long term. What happens if a company doesn’t provide preliminary numbers, you may think something might be wrong? Investing is definitely getting complicated thanks for your help, but where does it end. I’m surprised they can even do that.
Sorry for my rant but that caught me by surprise.
Publish only if you want to.
Read Answer Asked by Brad on January 24, 2025
Q: Hi everyone,

I have a hard time using the MARKET DATA to compare similar companies. For example, which ratios would you use for NVDA, AMD, MU, and others in the same space if you wish. It would be nice to have the same info for other industries, so we might be a bit more self-reliant . P/E are sky-high these days and seem not to matter anymore. Thanks.
Read Answer Asked by Denise on January 23, 2025
Q: Everyone, if you could change one think about the investment industry, what would it be and why? Clayton
Read Answer Asked by Clayton on January 22, 2025
Q: Everyone, what has been the biggest / best change in the financial investment industry when you started (Peter)? Clayton
Read Answer Asked by Clayton on January 22, 2025
Q: Everyone, how often should I pay attention to the VIX? I am a buy and hold investor. Clayton
Read Answer Asked by Clayton on January 18, 2025
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