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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 am low on utilities as per the portfolio analytics. I currently own the above stocks. my question is would you add equally to these or do you have a preferred stock of the three or perhaps one more to add to the group?

thanks Dave
Read Answer Asked by Dave on January 25, 2021
Q: "WIR's historical tax allocation has been 40% foreign non business income and 60% return of capital (ROC). ROC is included in the distribution and is not a separate payout. There certainly is no Canadian dividend tax credit. We would be fine with this in a cash account".
One more question on this CDN Cie !
I keep WIR.UN in my non registered account, since 1) the dividend is excellent and 2) The Cie is well positioned ,are those 2 arguments are enough to justify keeping WIR,UN in my non registered account and to pay the 15% US withholding tax + CDN tax ? any other argument ? since the dividend is 4.8% -15% US tax - CDN tax on 40% foreign non business income ? Thanks again !
Read Answer Asked by Jean-Yves on January 25, 2021
Q: Howdy,

AYX seems to be at a crossroad. It may turn things around and resume high growth by upgrading their cloud offering or perhaps be displaced due to their older server based software architecture. Should I sell AYX to initiate a position in NVDA or increase an existing CRWD position? Or just stay put with AYX to see how it turns out? Appreciate your opinion.

Thanks.
Read Answer Asked by Joel on January 25, 2021
Q: Re: Grant's Friday question about reducing the tax liability for his CCPC.

Instead of changing the investments, another option to consider would be to purchase corporate life insurance which can be the vehicle to pay that tax bill. And the life insurance premiums can be paid with corporate dollars, not personal after-tax dollars.
Just looking at it through a different lens here.
Read Answer Asked by Robert on January 25, 2021
Q: Good morning,
I currently hold some US stocks (AMZN, CRWD, U, etc) in my non-registered Canadian dollar investment account because it allows me to use both currencies. I'm aware that you far prefer US stocks in a US dollar investment account for reasons that make good sense.
My question is: If I were to open a non-registered US dollar investment account and then transfer my American stocks into it, would they be subject to capital gains during the process?
Thank you to every one at 5i, and stay safe!
Read Answer Asked by Sandra on January 25, 2021
Q: I currently own some ARKG and CRSP. If you were to buy a few more individual stocks in this space and had a long term time frame and high risk tolerance what would you buy?
Read Answer Asked by Richard on January 25, 2021
Q: I believe MITK earnings are coming out later this week and I’m wondering what your opinion is on picking up a small position before earnings and possibly adding to it after earnings. Do you feel earnings could be better than estimates and maybe it makes more sense to buy a larger position before they come out or just wait and buy after we see the results of their earnings.
Thanks John
Read Answer Asked by John on January 25, 2021
Q: I’m thinking of buying a position in TRP, for my TFSA. Now that the dust has settled on Keystone I am thinking it seems like a good buy, with a good dividend and the likelihood of an upward movement.

What are your thoughts about this purchase or do you have another company that might fit better into the same scenario for my TFSA.

Thanks John
Read Answer Asked by John on January 25, 2021
Q: Hi, purely in terms of relative dividend security could you please rank the above blue chips companies over the next 5-10 years.Thanks.
Read Answer Asked by Gary on January 25, 2021
Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Read Answer Asked by Charles on January 25, 2021
Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again
Read Answer Asked by Stefan on January 25, 2021
Q: I am looking for a Canadian emerging market ETF that does not include China (or has only a small proportion) and considers ESG factors. My thinking is that China has already had a pretty good run but other emerging markets have more room for growth. So far I have found EMXC, XSOE, SUES and SUJS which might be suitable. Can you recommend an ETF? and Can you tell me if my thinking makes sense?
as usual, thanks for your help
(sorry if I posted this twice. my computer shut down as i was sending)
Read Answer Asked by Mary on January 24, 2021
Q: I know that you are not a fan of this company. Have you looked at it after there last quarter. To me it just looks like where we will do things in the future and how. Seems to do more than a Uber and a DoorDash. Could it be something in the future like when Amazon and Tesla and everybody told us not to touch them in there early days? Too much debt, no earnings, over valued, to much risk. What do you think?
Thanks Again
Read Answer Asked by eugene on January 22, 2021
Q: I'm hearing a lot more talk about the electrical distribution system and overall infrastructure and how we need to upgrade to handle the greening of the world. Thoughts on companies that will be involved. picks and shovel type. Copper?

Thanks for all you do.
Read Answer Asked by Dale on January 22, 2021
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