Investment Q&A

Q: How the new world-wide trend of BNPL could affect the banking system.
Thank-you
Dan

Q: Hello 5i Team,
Where would you suggest to park 100K of cash for a year or more??

Ken

Q: Brian Belski of BMO has been on CNBC 2-3 times recently.

Looking at global investment opportunities he is consistent in rating USA as still his favourite.

BUT he beats the drum more vigorously for CANADA.

Do you agree with him?

More importantly what etf (s) would you recommend to capitalize on Canada’s upside potential and relative cheapness compared to the USA.

Thank you.

Q: AEM stock has been under perform with Gold sector. Would this be the best pick in the sector? I purchased AEM in early September and use it as protection for the potential downside in other sectors but Gold sector is going down as well. Is this still the best strategy？

Thanks,

Q: morning guys : two different companies ' but if only one is bought, which one do you prefer thanks Gary

Q: Your thought on SBSW? And also is their any withholding tax since it’s South African?

Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!

Q: Hi team, Is there any hope of a price increase on CJR ? I own these shares at a loss in my TFSA, some of them when Shaw dumped theirs to the public 2 years ago. Dividend is good. I do not really need the money but is it dead money? I’m over 70 and am a bit worried about the market right now, so CJR might be safer than new or riskier purchases in the coming months? Thanks.

Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim

Q: What is your opinion of this company. Would you invest?

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Q: What US and Canadian stocks and companies are increasing their dividends on a regular basis?
Thank you for your 5i research.

Q: Hi 5i,
Doing a little re-balancing and would sure appreciate your help.

Could you identify your current top 2 Canadian picks for each of:
Consumer Cyclical,
Consumer Defensive,
Financials,
Industrials, and
Technology
for placement in an RSP where reasonable income, growth and safety are sought after

and your top 2 Healthcare picks for a TFSA where growth is the main goal.

Thanks a ton and please deduct as you see fit.

Peter

Q: Hello Team,
Could you rank these securities in terms of growth going forward, strength of business and safety.
Thank You,
Barry

Q: One of the many great skills I've picked up as a member here is tax-loss harvesting. Recently, I saw a question that piqued my interest in the notion of "harvesting" outstanding capital gains to apply capital losses against in a pro-active manner.

To date, I've simply been carrying by my capital losses forward happy in the fact that when I do need to realize a capital gain, they will be there to help me out. Now I'm wondering if there may be value in getting a little crafty with selling stocks that are up and re-purchasing in 30 days to "tax harvest"? Without putting too much thought into it, the only advantage I can see in doing this would be dodging capital gain inclusion rate increases that may arise moving forward. Are there other reasons this may be a profitable tactic?


Thank you!

Q: Hi 5i, there have been a few questions lately, now mine, on companies having large volumes, sometimes corresponding moves. Is there any news on ATD? Today it traded almost 4x daily avg.

Thx.

Q: Hi 5i,

I brought Real:CA for long time ago, in average around $27. Although I am a long term investment, but I am so upset for the everyday dropping. How many years do you think the company will back to positive?
Many thanks.

Q: Can I get your outlook on DIS.
Do you see the delta variant impacting Disney parks and its cruises?
At what price would you take a position on the stock?

Q: Is Nuvei a buy at current valuations or is it better to wait for a pullback? Is there any disadvantage to buying shares in US currency (NVEI.U)?

Q: good morning - sentiment seems to be trending against my largest US health care position ABBV. Do you think it prudent to sell and reinvest in another company such as Pfizer or another company? Taxes are not an issue. Thanks