skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Don’s question of October 7 asked about Canadian vs. US dollars and whether to buy a stock on the TSX or NASDAQ. While many investors are confused on this point, Don should understand that once he buys the stock (on either the TSX or any US exchange) the future performances of the Canadian and US dollars have no effect on the actual value of his gains or losses. In other words (and for doubters), if you were to decide to split your purchase and buy half the shares in Cdn on the TSX and half in USD on a US exchange, each half of your shareholding will worth exactly the same thing regardless of any future movements in the value of the respective currencies.)
Read Answer Asked by James on October 07, 2021
Q: HI 5i, What are your thoughts regarding this company? A couple of months ago this company sold 2billion dollars of shares to another company. With the funds they were going to pay out a special dividend of $7.50 per share to shareholders. I would like to know when I will receive this dividend?
Look forward to hearing from you.
Bob
Read Answer Asked by Bob on October 07, 2021
Q: I own full positions in TD ( instead of BNS), SLF and BAM.A as my CAD financial holdings. I am thinks of adding a new name. Which is the better buy right now between X and FSZ. Balanced follower shifting to income follower. 5+ year hold.
Read Answer Asked by Tom on October 07, 2021
Q: Voluntary lock-ups - Why would early stage investors or VCs, voluntarily extend lock-ups periods in pre-ipo or early ipo-ed companies?

Would they typically receive warrants in exchange for this restriction in liquidity?

Is the motivation by the company to prevent sales of large blocks since they are anticipating a rapid rise or fall in share price?

I know this is hypothetical, but trying to understand the concept/reasoning.

Thanks!
Read Answer Asked by Jack on October 07, 2021
Q: I have be holding Carebook stock for over six months. The stock dipped over the past week and bit from 79 cents to 60 cents, but I cannot seem to find a driver for the news. Am I missing something? Is it a good time to buy more? iA Capital Markets just put a 'Buy' recommendation on it with a $1.60 target due to some new acquisition and other moves, but the stock has been tanking. Again, what am I missing?

Thanks in advance!
Read Answer Asked by Rossano on October 07, 2021
Q: What are your thoughts on the recent Canadian Depositary Receipts that are now being made available through CIBC. Seems like an excellent means of gaining exposure to the large u.s. caps for the average diy investor. Any thoughts as to when other sources than CIBC will come into play.

Thanks

David
Read Answer Asked by david on October 07, 2021
Q: As retirees with moderate risk tolerance, Telus is a 4% core holding in a mainly conservative dividend portfolio. We realize (and like) that Telus Health is a small part of the company. We are considering a 1% position in Well for diversification in Health sector, and would appreciate your thoughts on it. Is this an opportune time to buy, or does 5i expect tax loss selling to put more downward pressure as year-end approaches? Thank you. Edward
Read Answer Asked by Edward on October 07, 2021
Q: Hello team,

Which one would you add to at this point, and why? They are both very tiny positions but equally down from the time of purchase a year ago. I appreciate it if you can reflect on their financial situation right now, and say which one you expect to grow better. I am a moderate-to-high-risk-buy-and-hold investor. So, I love growthy stocks.

Thank you for your impeccable support.

Read Answer Asked by Saeed on October 07, 2021
Q: Hello 5iii

Just looking for your perspective on the energy sector / wti increase having further gains to year end or even Q1 22 ? I have many positions that are near back to break even or now even positive. Please advise TY
Read Answer Asked by Brant on October 07, 2021
Q: Hello Peter,
You are positive on AbCellera Biologics Inc.but the stock continues to tumble.. Other than Merck's announcement, i dont see any other news to create the decline.. .I am thinking of averaging down. Also, Greenlane is taking hits as well .. Do you think it is worth averaging down on this one as well?
Read Answer Asked by umedali on October 07, 2021