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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 5i team, Regarding my question on Apr 26 on foreign properties to be reported on T1135 to CRA, your answer was “If you are buying Canadian-based ETFs that hold foreign securities, then no. If the ETFs are US-based (US domiciled, US management companies) then yes.” Please expand and clarify your previous answer so I am not making assumptions. Are you saying if I buy ETFs from Vanguard or Blackrock then they are considered ‘foreign’? How about if I buy ETFs from Canadian subsidiaries of Vanguard, Blackrock, iShares? Or are you saying all ETFs listed on the Canadian exchanges are Not considered as ‘foreign’? Examples would be useful. Thanks for the clarification.
Read Answer Asked by Willie on May 06, 2019
Q: Hi 5i team - Radius Gold has tripled over the past couple of days no doubt due to positive recent drill results. Volume has been extremely high especially when compared to average volume. Could you provide a few fundamentals such as cash on hand, debt, insider ownership/recent trading, and anything else you think would be of significance. Thank you.
Read Answer Asked by Rob on May 06, 2019
Q: I am investigating where to invest my proceeds from KWH.UN once funds are received. I see that back on Mar 25th you recommended SPB. Since then it has been removed from your Model Income Portfolio. I also see that you have recommended PKI over SPB. I have about 2.7% of SPB in my portfolio currently. I am interested more in income then growth as we are now living off investment income. Funds that will be received are about 1.1% of total invested. I aim for 5% in a holding so would prefer 1 rather the both. Which would be preferable in your opinion? Is there a better ETF or other company?
Read Answer Asked by Betty on May 06, 2019
Q: How would you screen for momentum stocks? What would be the criteria for getting in and out? I'm looking for info on how to make these trades for short and medium term. I'm ok with medium to high risk and will be working with 5% of my portfolio.
Please deduct as many credits as needed. Thanks.
Read Answer Asked by K on May 06, 2019
Q: Good morning. I am in the ongoing process of re-balancing my portfolio, using your new tools for which I am grateful. We currently have a considerable “fixed income” position in pref shares of bigger Canadian companies (banks and the likes). Your analyzer tool regards pref shares as equities. I understand the legal difference between pref and common shares but wonder if it’s not really semantics. How often does the pref share indeed get the ultimate pref protection and the commons suffer? I also realize that the prefs don’t shift in value as much as the commons can, both up and down. I am wondering how prudent or necessary it is to invest in prefs? Part of my rebalancing is to increase my US holdings substantially and I’m thinking of reducing my Canadian pref positions. What would you suggest for investing on the US side as a replacement. I am overweight financials and energy and we depend on dividends for income flow. So, my two questions are how do you view pref shares generally and second, if I do reduce my Canadian prefs, where to invest in the US? Many thanks
Read Answer Asked by alex on May 06, 2019
Q: From what I am reading it appears that it is no longer expected that interest rates may raise in the next year but may even decrease. Is this your take?
Read Answer Asked by Betty on May 06, 2019
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