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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: Peter; Do you have an opinion on SMA’s being touted lately? Are they really a necessary addition to a balanced portfolio, and how has the Mawer offering
performed ? Thanks.
Rod
Read Answer Asked by Rodney on October 28, 2021
Q: Could you suggest 2 safer Canadian stocks to go with QSR, GSY and SLF to add to my grandsons RESP for a long term hold. Dividend would be nice but not necessary.

I'm down 20% on QSR so would you sell at this time to add to the others?
Read Answer Asked by JEFF on October 28, 2021
Q: When and who required W-BEN form ? Do you require W-BEN for registered accounts
like TFSA or RRIF and non registered account .
Please elaborate on my question and tell me what happen and when if I do not have
filled W-BEN form.
Read Answer Asked by Andrzej on October 28, 2021
Q: Spectral Medical (T.EDT) has multiple FDA approvals in it's stable including a wholly-owned Dialco division with a state-of-the-art home dialysis unit. Their core business is currently involved in a phase 4 confirmatory trial for sepsis in the US where their PMX filter is being used in a 2:1 ratio vs. the placebo or standard of care with a critical 28 day mortality endpoint. Data from the phase 3 trial being used too ( initially advertised as FAILED). Are you ready to be constructive on this? 30 cents? really?? Something seems a little off here.
Read Answer Asked by Paul on October 28, 2021
Q: What are the Can ETFs that cover the main US ETFs, like SPY? And what are their mers?

What are the advantages of using these Canadian versions?

Do you still require W-BEN forms if you buy these?

Thanks for all your help.
Read Answer Asked by Mark on October 28, 2021
Q: Hello,

Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?

Thank you!
Read Answer Asked by Gerald on October 28, 2021
Q: Dear 5i,

can you suggest some valuation metrics/ratios one can consider when trying to get an idea of a companies valuation when the company in question doesn't have any positive earnings? Can you also please give ranges from expensive to cheap one can use a rough guide. Is Price/Sales a good one to use?

thanks
Read Answer Asked by Ian on October 28, 2021
Q: Hi. I want to buy an ETF for US or International exposure and therefore need to understand the impact of the withholding tax. In doing so, I need to determine the type of ETF they are such as; Canadian equity, Canadian dividend and income, U.S. Equity, International Equity Fund or Can Bon fund. So, wow do I determine what type of fund XAW or QEF fall under such that I can understand the withholding tax implications. Looking at the website/fact sheets/etc is still difficult to determine the "holdings" which has a direct correlation to the with holding tax.
Read Answer Asked by Ronnie on October 28, 2021
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