Q: What does it mean that STC filed for a ‘preliminary base shelf prospectus’? Thanks!
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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: Hi Peter, Ryan and Team,
I have a question about TFSA accounts. Are the maximum limits to the TFSA cumulative? For illustration purposes, say if the limit were $5,000 per year for 5 year period, the maximum to contribute is $25,000. But if during that 5 year period, I only contributed $10,000, am I able to make up the $15,000 difference in year 6?
Throughout year 6, would I be able to contribute $20,000 ($15,000+$5000) and does it have to be one lumpsum? I am a bit confused, because every time I make a contribution to the TFSA, the bank has a statement that warns about overcontributing for the year.
Thanks.
I have a question about TFSA accounts. Are the maximum limits to the TFSA cumulative? For illustration purposes, say if the limit were $5,000 per year for 5 year period, the maximum to contribute is $25,000. But if during that 5 year period, I only contributed $10,000, am I able to make up the $15,000 difference in year 6?
Throughout year 6, would I be able to contribute $20,000 ($15,000+$5000) and does it have to be one lumpsum? I am a bit confused, because every time I make a contribution to the TFSA, the bank has a statement that warns about overcontributing for the year.
Thanks.
Q: Like many I have lost a lot of income due to dividend reductions and suspension. What companies have a balance sheet, positive cash flow, attitude, and good prospects going forward?
Please rate the ABOVE following best first as to the above criteria, add others that meet it.
Thanks
AD,ARX,ALA,AQN,BEP.UN,BNE,CM,ENB,FSZ,IPL,NFI,PIF,PSK,SYZ,TOG,T,TOU,TD,WCP,ZWH,ZWE
Please rate the ABOVE following best first as to the above criteria, add others that meet it.
Thanks
AD,ARX,ALA,AQN,BEP.UN,BNE,CM,ENB,FSZ,IPL,NFI,PIF,PSK,SYZ,TOG,T,TOU,TD,WCP,ZWH,ZWE
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- AbbVie Inc. (ABBV)
- Verizon Communications Inc. (VZ)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- DocuSign Inc. (DOCU)
Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance
- Costco Wholesale Corporation (COST)
- Dollar Tree Inc. (DLTR)
- Dollar General Corporation (DG)
- Burlington Stores Inc. (BURL)
Q: Hi,
I'm looking for a long term hold. Can you pick your two favourites, or, if you have alternatives you prefer, please suggest them.
I'm looking for a long term hold. Can you pick your two favourites, or, if you have alternatives you prefer, please suggest them.
Q: How safe dividends of this royalty trust. Which of these two companies is a better purchase at current prices?
Thank you
Thank you
Q: What are your thoughts on BL. Is it a buy, hold or sell. Do they have debts and how is their balance sheet and Management.
Thanks for the great service
Thanks for the great service
Q: Comment on the Rubikloud acquisition svp.
Q: Lately there has been much hype about there PROTX 2 system.
Please give me your comments on this company and if you would
consider it a good buy at this time. THANKS
Please give me your comments on this company and if you would
consider it a good buy at this time. THANKS
Q: Hi 5i Team:
I have been taking profits of SHOP but only to see it going up. Currently I still own some 8% of it in my portfolio after selling some early this morning. My capital is more than fully recovered. Should I still trim it down to 5%?
Thank you.
LL
I have been taking profits of SHOP but only to see it going up. Currently I still own some 8% of it in my portfolio after selling some early this morning. My capital is more than fully recovered. Should I still trim it down to 5%?
Thank you.
LL
- Air Canada Voting and Variable Voting Shares (AC)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
Q: I own some shares of Chorus and of course am down significantly. I'm wondering about the merits, in your opinion, of selling the CHR shares to harvest the loss and buying AC as a way of staying in the sector with our national airline and a probable recovery when Covid is history.
Q: Can you please comment on the company ADRs shares issue and the strength in the stock which is well above the issue price. Is it a buy at this level? Thanks.
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Workday Inc. (WDAY)
- JD.com Inc. (JD)
- Zscaler Inc. (ZS)
- DocuSign Inc. (DOCU)
Q: Kim Bolton on Market Call had 2 charts one for Cloud Consumer and Cloud Producer.
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.
Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.
Thanks for the great service
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.
Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.
Thanks for the great service
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter and team.
I do re-balance the portfolio every 6 months, (June/Dec), These are the 10 names in my bag and they treat me well:
ZNQ 55%,
TSLA 9%;
FB 6%
MSFT 6%
SOXX 5%;
GOOG 5%;
AMZN 4%
AAPL 3% ;
CSU.TO 4%
Cash 3%
1. Would you suggest to trim ZNQ to the level, say to 50% ? to free up the cash then add any other names, or top up some of those existing individual names? or vice versa? stick with current no change need to be made for now?
2. in a long run, what might be the biggest risk in my bag could lose the alpha (Index)
Thanks for everything !
I do re-balance the portfolio every 6 months, (June/Dec), These are the 10 names in my bag and they treat me well:
ZNQ 55%,
TSLA 9%;
FB 6%
MSFT 6%
SOXX 5%;
GOOG 5%;
AMZN 4%
AAPL 3% ;
CSU.TO 4%
Cash 3%
1. Would you suggest to trim ZNQ to the level, say to 50% ? to free up the cash then add any other names, or top up some of those existing individual names? or vice versa? stick with current no change need to be made for now?
2. in a long run, what might be the biggest risk in my bag could lose the alpha (Index)
Thanks for everything !
- Cencora Inc. (COR)
- Invesco Global Listed Private Equity ETF (PSP)
- iShares Global Infrastructure ETF (IGF)
- SPDR S&P Global Infrastructure ETF (GII)
Q: Hello
In today’s Globe and Mail , a financial advisor , suggests that Canadians should consider alternative investments in addition to stocks and bonds.
Investing in alternative assets for individuals can mean investing in funds that hold assets that include commodities, infrastructure like airports or highways, land and real estate,
Can you please recommend a few funds that are holding alternative investments?
Thank you.
In today’s Globe and Mail , a financial advisor , suggests that Canadians should consider alternative investments in addition to stocks and bonds.
Investing in alternative assets for individuals can mean investing in funds that hold assets that include commodities, infrastructure like airports or highways, land and real estate,
Can you please recommend a few funds that are holding alternative investments?
Thank you.
Q: Hi 5i, I last asked about Tesla on Feb 6. It was trading about $750 then and has recently bounced off $1030 and closed about $930 today. Since that time, arguably very challenging for the automotive industry, much has happened at Tesla (Chinese factory operation and expansion, Berlin on the way, Wall street opinion reversals and increased targets, record Model 3 orders, reduced car prices, Model Y deliveries commencing) and this week, announcement of the Semi starting production and Cybertruck is in the wings (with rumoured +500,000 pre-orders). (And the SPACE X launch - a cousin enterprise to Tesla).
Has your opinion changed on the company ? I am a long term holder.
Thanks so much for your excellent service.
Has your opinion changed on the company ? I am a long term holder.
Thanks so much for your excellent service.
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
- Xebec Adsorption Inc. (XBC)
Q: Good day 5I Team
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards
- Park Lawn Corporation (PLC)
- Starbucks Corporation (SBUX)
- TC Energy Corporation (TRP)
- Parkland Corporation (PKI)
Q: Hi
I hold stocks of Starbucks, Parkland, Parklawn, TC Energy.
I would like to get your outlook on these companies going forward in this volatile market. Do you see them as having good fundamentals and re-bounding back in 2021?
With the US election taking place in Nov 2020 and if Biden is elected, how will this affect overall market and will we see the stock market on the downside again?
Thanks
Kristelle
I hold stocks of Starbucks, Parkland, Parklawn, TC Energy.
I would like to get your outlook on these companies going forward in this volatile market. Do you see them as having good fundamentals and re-bounding back in 2021?
With the US election taking place in Nov 2020 and if Biden is elected, how will this affect overall market and will we see the stock market on the downside again?
Thanks
Kristelle
Q: Can you please compare/contrast Nike and Lulu in terms of P/E, growth prospects, and what you think of them?
Thank you very much as always.
Thank you very much as always.
- Gilead Sciences Inc. (GILD)
- Booking Holdings Inc. (BKNG)
- JPMorgan Chase & Co. (JPM)
- Medtronic plc. (MDT)
- Procter & Gamble Company (The) (PG)
- Williams Companies Inc. (The) (WMB)
Q: Hi guys...any thoughts on some beaten up stocks that could be opportunities for quick gains? can be Canada or U.S. thoughts are welcome...