Investment Q&A

Q: Hello, do the CDRs from CIBC count toward the $100k limit before we need to fill out a T.1135 at tax filing time? Thanks,

Q: I currently own these companies. I have some US cash to add to my TFSA and would like your recommendation on 5 additional best of breed companies. Or would you increase number of shares in the companies I already own.

Thanks, Donna

Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks

Q: I was just checking out the new iPhone 13 and saw that they use Affirm for buy now, pay later. I do own GSY, is there an advantage to also owning affirm? What do you think about buying it after the latest run-up? If buying, is it overinflated and is it better to wait for it to settle down? Thanks!

Q: Roku has been on a downward slide since July. What are the reasons for this , and should I be selling ? Thanks.

Q: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?

Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

Q: Is AMZN.NE a good way to invest in Amazon with Canadian dollars? Thanks … Cal

Q: Hello,

Can you please comment on Affirm?

Thanks!

Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc

Q: Hi Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis

Q: NEO-L
Duane recently had a question about Amazon being available to purchase on NEO-L. I don't understand what is involved here; can you pls describe how such CDRs work. I do not know even where / how to purchase them. Also, I am concerned with liquidity; on their website they state "CDRs will reference highly liquid global shares that trade on major exchanges around the world. Generally speaking, where the underlying shares has a high trading volume, the corresponding CDR is expected to have a high degree of liquidity.".
Will shares (units?) be easy to sell if one wants to dispose of a position? I believe these will make otherwise high priced stocks available to small investors. Can you think other advantages or disadvantages to buying? Last any other source of info you can point me to? Many thanks for your excellent service

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad

Q: Greetings 5i,

I just stumbled upon Amazon listed in canada? Aequitas NEO-L:AMZN?

This could save on currency conversion. Mostly im just surprised Amazon has a duel listing on a CDN exchange. Is this true or am I missing something? Any reasons not to use this as a substitute?

Thanks!

Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken

Q: Hello Peter

I sold recently almost 50% of my US stocks:ADBE,AMZN,TEAM,NFLX,MA & MSFT from my unregstr. acct. and I do not want to keep cash and I do not want to buy US stocks.

Please provide me with idea of 5 Canadian stocks that are reasonably safe and be kept for 2 to 3 years, or 2 Canadian stocks very safe with little growth.

Q: I have 1.4% of my total portfolio in AMZN in a TFSA. I realize this isn't much of a commitment and am tempted to sell and invest the money instead in one of my other TFSA holdings (all of which are around 3%): LSPD, NVDA, APPS, ADBE or GOOG. Your advice, please.

Q: I am considering buying Amazon by buying CDR's via the Neo exchange. What is your opinion on buying shares in Amazon this way?

Q: Hello,
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.