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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: What are your thoughts on diversifying your portfolio with ex-USA international ETFs? Are there any European or developing markets focused ETFs that you would recommend or consider including in a portfolio?
Read Answer Asked by Patrick on February 16, 2021
Q: A while back, I bought some shares of Shopify that were trading in the US stock market. Last December, sold them for a nice profit. I'm presently preparing my income tax returns including form T1135 in which I must declare all foreign shares held in 2020, along with any capital gains/losses resulting from the sale of said shares. Given that Shopify domiciled in Canada but trades in both Canada and the US, should I declare the holding as well as the capital gains that resulted from its sale? Robert
Read Answer Asked by Robert on February 16, 2021
Q: A while back I bought a small amount of the PSCH small cap health care fund on your suggestion and it is doing very nicely. I see from watching the comments on WELL, that you also like it. If I have a small amount of cash to deploy (less than a full position), should put it into it WELL or would you advise me to continue to build up the ETF position?
Read Answer Asked by David on February 16, 2021
Q: Do you have a preference of one over the other. Also, First National pays a dividend. Firm Capital pays out interest. Wondering about FC's structure and any shareholder liability.
Tx in advance.
Read Answer Asked by Ken on February 16, 2021
Q: Which one would you prefer
Vgro vs xgro
Iwo vs vong

Kindly suggest good etf for

Growth stocks
Value stocks
Small cap growth stocks
Emerging markets
A one stop etf for long term growth investment for retirement
Read Answer Asked by HARRY on February 16, 2021
Q: I am considering a purchase of either SU or CNQ as i am significantly underweight in Resources. Which would you recommend for a three year holding or would you recommend a different stock Dividend are not required.

Thanks
Read Answer Asked by Kevin on February 16, 2021
Q: Any thoughts on the new Bitcoin ETF, Purpose Bitcoin ETF. 1% management fee. No premium. Invests in physical form of bitcoin. Begins trading on Feb. 18/21.
Read Answer Asked by Dan on February 16, 2021
Q: Hi, I would like to add one more security to my TFSA account and I already have the following KXS, SHOP, REAL, GSY, LSPD, WELL (thank you!). Can you please suggest one more name (either US or Canada) without worrying about sector or risk. I have other securities in RRSP.
Read Answer Asked by Hua on February 16, 2021
Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.
Read Answer Asked by Tim on February 16, 2021
Q: impact insurance company was profitable recently in part from lower auto claims due to diminished driving. anecdotal reports also of small collision centres across Canada hurting due to less driving. these 2 factors would seem to favour BYD. in a post pandemic world. can you provide BYD'S current P/E price /sales. . ev/ebida price/book debt/equity etc . to say its historical metrics for the last 5years. thanks Richard
Read Answer Asked by richard on February 16, 2021
Q: Hi,
Can you provide 5 names of good dividend payer and that they also grow their dividends.
Thank you
Ed
Read Answer Asked by Edward on February 16, 2021
Q: Hi,

I own several REITs. They don't make up a large portion of my portfolio, but I've always liked real estate investing and I think there's long term value in some names even if they are necessarily exciting right now. I currently own BEI.UN, IIP.UN and GRT.UN. All are up significantly since purchased. I'd like to branch out and I'm looking at REI.UN and AP.UN. I've managed to stay away from Retail, but REI.UN has diversified nicely into multifamily housing and has sold retail properties outside of the 6 urban areas. AP.UN is in the office sector and who knows what's going to happen there even though it is down considerably from its highs. Which would be your choice and do you think there is long term value in these names? It is for an RRSP account.

Thanks,
Jason
Read Answer Asked by Jason on February 16, 2021
Q: Dear 5i,

Can I please get your opinion about these two actively managed cannabis ETF's?
Would you recommend an active or passive approach to this theme?
Can you suggest any other ETF's which I may wish to inivestigate?

take care
Read Answer Asked by Ian on February 16, 2021
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