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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: I'm a Canadian pragmatist, who also believes that the more profits I earn the more I can contribute to the less fortunate. Yes, I also agree that fossil fuels must eventually be replaced with alternatives. In the next year, your opinion please on this Cdn. Tax contributing, and Canadian Worker Employing Oil Company! CPG.
Read Answer Asked by gord on July 02, 2021
Q: Financials are getting a lot of attention these days which I believe 5i believes is justified.
So I want to increase my weighting in this sector.

Question

Do you see more upside in USA banks and an etf like xlf over comparable Canadian holdings and/ or an etf like xfn ?

Is there a covered call etf for USAfinancials like ZWB for Canadian financials?

Thanks.
Read Answer Asked by Donald on July 02, 2021
Q: I own GXE, ATH, BTE and SGY. . With outlook for Oil going higher $ 80.00 plus which is the best play of the four. Please rank. Should I buy more of your number one pick. I watch Erik Nutall on BNN . He is very optimistic on Oil Price going higher RAK
Read Answer Asked by bob on July 02, 2021
Q: Hi Team,
I was looking at buying some NVEI. However, I am already heavy tech in general. If I were to buy some shares I would need to sell something to do this. The stocks that I already hold that would consider trimming to buy shares in NVEI would be: LSPD, WELL, SQ, MITK. Do you consider NVEI as having more long term potential than any of the other 4 mentioned? If so, which one of the 4 would you recommend trimming to buy some NVEI? Thanks
Shane
Read Answer Asked by Shane on July 02, 2021
Q: I am considering selling U (down 24% in my TFSA) and replacing it with one of the following: WELL, NVEI, DOCU, MED, or APPS. Please rank in order of preference if purchased today. Can I assume all of the above stocks would likely have higher rates of growth than U and that the sale of U would thus be justified?

Thank you.
Read Answer Asked by Maureen on July 02, 2021
Q: In one of the answers on BAMR it was said that BAMR is economically equivalent to BAM.A. I'm a little confused on this. My understanding is BAMR is exchangeable for 1 share of BAM.A but it is a separate company that will have it's own earnings/cash flow and so on that is different than BAM.A. So BAMR probably will never trade for less than BAM.A but if BAMR does really well economically then in theory it could go a lot higher than BAM.A based on it's own economic numbers. If this is right than owning BAMR is better because you only need one of two companies to do well for BAMR stock to do well. Please confirm on my understanding. Thank you.
Read Answer Asked by Mike on July 02, 2021
Q: What is the prognosis on this company? And is this a good time to buy in and if so, how large a position? Thanks
Read Answer Asked by Homer on July 02, 2021
Q: I see your report on CDN companies paying US dividends and was wondering if currency gains are allowable in tax free accounts. If one were to accumulate US$ in the account and then flip to CDN$ at a profit would this put you offside with CRA?
Read Answer Asked by Robert on July 02, 2021
Q: Hello,
Do you have any info on this company? It is involved in supplying lithium ion batteries to the EV market. Jeff Dahn is the principal architect from Dalhousie University. He also has a renewable contract with Tesla. It trades on the Aussie market along OTC in the USA.
Thanks
Rick
Read Answer Asked by Rick on July 02, 2021
Q: Hi. I know cryptocurrency is slightly outside your purview. However, your advice on QBTC.UN was very valuable in allowing me to get exposure to bitcoin (and a 125% return). As an extension of that, is there a simple way a Canadian investor can get direct exposure to Ethereum outside a digital wallet. ie an ETF, etc... I am hoping there is some liquidity and a reasonable structure. Thanks in advance.
Read Answer Asked by Uthaman on July 02, 2021
Q: Hello 5i
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal
Read Answer Asked by cal on July 02, 2021
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