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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: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave
Read Answer Asked by David on February 04, 2021
Q: Hello, is CSU still a buy at todays prices ? Or, is there a comparable company you would buy that maybe operates in a different sector but has the same or better growth possibilities ?
Read Answer Asked by Robbie on February 04, 2021
Q: On Wednesday Gary asked a question about estate taxes on U.S. property/stocks. I'm wondering whether stocks of Canadian dual-listed companies that are held on the U.S. side of an account, or foreign ADRs held in the U.S. account are also considered U.S. property for estate purposes and/or for CRA form 1135.
Read Answer Asked by chris on February 04, 2021
Q: Does this ETF require CRA T 1135 filing? Do you know where I can look this information up with bothering you?

Thanks for the service you provide.

Ed
Read Answer Asked by Ed on February 04, 2021
Q: Seems like the stock is going to open much lower in reaction to their latest quarter. May you please comment on their quarter and is it a good entry point? I already hold some NVDA per your strong recommendation, but if I wanted to diversify in the sector.. would QCOM be your second recommendation as of today? Thank you !
Read Answer Asked by Michael on February 04, 2021
Q: Preface: Luv u guys and the service that you supply so well. Listened to Peter's hedging presentation in the MoneyShow this morning - So valuable!
My non-specific company question is about how you reply to portfolio questions (like Stanley's Q earlier today on behalf of his 40 y.o. daughter's portfolio): Stanley indicated Canadian equity positions of 13%, 19%, and 7.5% for the TOTAL portfolio - Correct? My TOTAL portfolio contains barely more than 10% Canadian equities! It might have positions up to 10% within that 10% allotment, but not 10% of the TOTAL portfolio value. I know that 5i recommends a more global (US and Int'l) weight to TOTAL portfolios, but you rarely mention this when replying to Qs like Stanley's... Is that for brevity, or am I missing the portfolio theory?
Read Answer Asked by David on February 04, 2021
Q: Hello Peter, with Alphabet's huge cash hoard and pressure on the company to control expenses, do you expect they might institute a dividend soon? Should they? Would the market reward that decision with a price increase, do you think?
Also, despite paying a premium of several extra dollars when I bought GOOGL (not GOOG) several years ago, I'm chagrined to see that my GOOGL shares now trade at several dollars less. Given that the GOOGL shares have voting rights that the GOOGs don't, I'm a bit puzzled. Do you think the old premium will return at some point?
Read Answer Asked by James on February 04, 2021
Q: TU versus Telus International.

Is Telus going to benefit from Telus
International ?
It remains a Telus subsidiary so will it be some flow of funds to the the Telus ?
In terms of investing in these is investment in Telus would be preferable in your opinion? Thanks.
Miroslaw
Read Answer Asked by Miroslaw on February 04, 2021
Q: Just to confirm my impression about tax treatment of dividend flowing from Canadian based EFTs with US and International focus.
Outside TFSA and RRSP these are treated as income rather then tax favourable dividends?
Canadian focused EFTs dividends are treated as dividends from Canadian stocks?
Thank you,
Miroslaw
Read Answer Asked by Miroslaw on February 04, 2021
Q: Hello 5i Team,
I have a couple questions where I'd appreciate your expertise.
First, I've been holding BRK.B long term, and even after shaving my position last year, and the year before, due to its performance, it's currently 28% of my total non-registered portfolio. I'd appreciate your thoughts on whether I should continue to pare down my position (it's up 170% at present).
Second, I would like to add some international equities to my overall portfolio. As Scotia iTrade is limited to US and Canada, can you recommend a solid, and cost-effective online brokerage for global markets?
Thank you! Aaron
Read Answer Asked by Aaron on February 04, 2021
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