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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 took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David
Read Answer Asked by David on February 09, 2021
Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks
Read Answer Asked by Antonio on February 05, 2021
Q: Going through the ETF section but can’t find which etf would be invested in square, PayPal and the fang stocks. Can you direct me to a few to research.
Read Answer Asked by Helen on February 04, 2021
Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave
Read Answer Asked by Dave on January 28, 2021
Q: Hi group see question below unfortunately you did not answer the question completely re your favorite way to pay financials (banks , credit cards SQ, Pypl IPAY etc Thanks

is there an Etf that covers both Canadian + Us banks /financials. Thanks PS favorite way to play Financials in the present environment?. Thanks for your guidance
Read Answer Asked by Terence on January 18, 2021
Q: Hi team,do you consider any of these two good buy at this stage?
Could also explain wether PayPal or Square taking away any business or market share from these two.
Thanks
Javad
Read Answer Asked by Javad on January 18, 2021
Q: I am trying to clean up our RIF, TFSA, and cash accounts. I believe that 5i has suggested that capital gain stocks are best in the TFSA. A RIF should not have dividend stocks, they should be in the non registered account.
I want to move in kind BCE from a TFSA account to our non registered account in December. In January I want to move BCE, CN, and RY out of a RIF. This would be the 2021 withdrawal from the RIF. These would be moved in kind from the RIF into the non-registered account. CN would be moved same day to theTFSA in January as a part of the contribution for 2021.

I thought I had sent the same question on Sunday night but I have not had a response yet so I’m assuming that it was lost somewhere. Hopefully I have not confused you and I have given you the picture. My question primarily is your thoughts on the general idea of what I have proposed. The CN stock is being put in to the TFSA because it will be more of a growth stock and the dividend is smaller.

Also where would you suggest a US stock be held? We have one or two growth stocks like SQ, no dividend, that we would like to put into the TFSA. Is that appropriate?

Thanks again for all that 5i does. Much appreciated.
John
Read Answer Asked by John on December 23, 2020
Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.
Read Answer Asked by Curtis on December 20, 2020
Q: Good morning. Hope everyone is well

Would you suggest a couple of bitcoin stocks that we can watch. Are there any Canadian names Thank you for your time.
Read Answer Asked by Marla on December 18, 2020
Q: Hello. Looking to add to a new position for a young investor with a 5-10 year time frame and a moderate risk tolerance level (7/10). Would you please rank the following from favorite to least favorite assuming you are staring a position today? Thank you
Read Answer Asked by Antonio on December 17, 2020
Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.
Read Answer Asked by Ben on December 15, 2020
Q: Hello Peter, assuming an already have a diversified portfolio, in what order would you choose the following for long-term wealth creation (whether from dividends or gains): ETSY, PINS, SQ, NVDA, LSPD, ADBE, ARKW, MKP. Thank you.
Read Answer Asked by James on December 15, 2020
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