Investment Q&A

Q: Do you see interesting dividends stocks down that we should keep an eye on with potentiel harvesting tax-loss season coming? Canadian and US stocks with a good balance sheet.

I have been looking at dir.un, plc, ko and pfe

Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard

Q: Hi 5i,
I understand each investor has their own idea of risk but I would be interested in getting your thoughts. In regards to small caps stocks I believe I choose quality at an attractive price with a plan to hold forever (of course they don't always work out and I may eventually sell them). I struggle with whether to buy them in my TFSA and/or NonReg account. TFSA is great if the stock appreciates dramatically and the NonReg is great if I pick a loser and I sell it for a capital loss. Can you perhaps provide some words of wisdom how one can approach this dilemma. Thanks

Q: Two questions about the Veralto (VLTO) spinoff from Danaher (DHR) (I acquired 125sh as a result of owning 375 shares of DHR), in a taxable account:

1. Would you add to this VLTO position? (In general, per my previous experience, spinoffs are usually attractively priced in the first months following their creation, due to numerous shareholders disposing of relatively small numbers of shares received). Plus, I initially purchased DHR several years ago in large part due to its “water business” (now spun off as VLTO), and so am keen to continue to invest in this sector.
2. Do you know how a Canadian shareholder would account for these shares (in a taxable account)? It looks like my brokerage account has valued the spinoff at US$9631.25, and has not changed (at least, not yet) the book value of the DHR shares (US$113,231). In other words, would the spinoff just be considered as a one-time foreign income event (US$9631.25 or ~CAD$13,200, at ~1.37 exchange rate); sort of like a special foreign dividend, but without any withholding tax applied, with the cost basis for DHR unchanged (US$113,231) and US$9631.25 as the cost base for the acquired VLTO shares (with me paying tax on ~CAD13,200 of foreign income)? Or should this event be considered non-taxable, with the pre-spinoff cost basis of the DHR shares split proportionately between the two entities, DHR and VLTO (something like US$103,600 for DHR and US$9631.25 for VLTO)?

Ted

Q: Hi Peter and Staff

Have held this for several years up a bit down a bit now it’s down more than a bit . Do you rate this sell , hold or buy

Further would you prefer a long term investment in DXCM or WELL

Thanks for all you do
Dennis

Q: To follow up on James’ question today on Canadian banks over 30 years mortgages:
If customers don’t default on these mortgages is this good for the banks or this means troubles ahead? Feel free to elaborate and deduct as meany points as required.

Happy Thanksgiving!

Q: Hi, Will there be a recording of Peter's event on Oct 17? I can't make the webinar. thanks

Q: In Dec 2022, you answered Ron's question "Is the current inverted yield curve predicting a recession in the next 6 months?"
Can you answer it again almost 1 year later?
What percentage of time does a recession happen when the yield curve inverts, and on average how long does the recession last?
Would you move your money out of high risk investments at this point anticipating a recession?

Q: Could you please give me your top five dividend aristocrats. Thank you

Q: I have about 80,000. in cash that I would like to collect interest on for a while. Can you suggest some options for this.
Thank You
Peter

Q: Hi, would you buying ZIP today? What does the future hold for this company. ?
Thanks. Alnoor

Q: This morning you responded to a question from Ralph regarding TXPDDV. I checked my SDRIF and I see that for my shares of VFV I receive a TXPDDV. I understood that there was no withholding tax in a SDRIF.

Q: When on the calendar do you feel tax loss selling generally bottoms out and would you look to be buying something like Cargojet? Do you have a few other candidates?

Q: Hi 5i,
FLEE is a Europe ETF which includes UK and FLEU is a Eurozone ETF excluding UK.
I am interested in investing 5 to 10% of my TFSA in one of these ETF's to hold for the long term. In your opinion which one might offer the best total return and why?
If I also hold approx. 20% in S&500 do you think I need to buy any of these?

Q: Hi 5i Team - Since going public in March of this year SolarBank Corporation's stock price has risen dramatically. Do you think the fundamentals support this or has it perhaps gone too far too quickly. In other words is it best to wait for it to settle down if considering buying. Also do you have any info on insider ownership/trading. Thanks.

Q: Do you think any other suitors will come? If not, should you sell at offer price?

Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

Q: I currently own each of these oil & gas industry stocks. Are they well positioned for any potential consolidation/takeover activity that is rumored to occur as a followup from the XOM Pioneer story? Which firms are best positioned for takeover/merger/consolidation?

Q: What do you think about taking a new position in Russell 2000 at this time? Dan Niles was on CNBC talking about how the index may outperform some of the big tech names. I am also considering a position in SPY and/or the QQQ. I tend to buy and sell stocks too quickly and my thought was to buy an index fund with a view to holding longer term so that I don't have to worry about individual names. Thank you,

Jason

Q: I doubt that a significant percentage of us will go on weight loss drugs and stop eating at McDonalds. More likely more of us will dine there to save some cost as things tighten. The stock is down and pays a nice dividend. Is it a buy in your opinion at this level for a 3 year hold or do you recommend averaging in gradually? Or would you avoid it altogether for some reason? Thank you.