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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 group please explain in simple terms how dividends are taxed both in the US and Canada . Your answer needs to cover cash and registered accounts . I have significant gains in my cash account in the US and do not fully understand the tax implication's Thanks fro all you do for us
Read Answer Asked by Terence on July 25, 2018
Q: Hello 5i I haven't seen a sector percentage recommendation since last Dec. Could you please provide some guidance based on our current political and economic situation.
Thanks T.
Read Answer Asked by Terrance on July 25, 2018
Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!



Read Answer Asked by Nhung on July 25, 2018
Q: Various sources are urging companies to stop issuing quarterly forecasts. What is your position on companies issuing quarterly forecasts?
Read Answer Asked by Dennis on July 25, 2018
Q: When Darren Entwistle eventually steps down as the CEO of Telus... what do you think the impact will be? See https://www.theglobeandmail.com/business/rob-magazine/article-will-telus-ceo-darren-entwistle-ever-let-go/

Also, what do you see as the strengths of Telus are and threats to Telus?

Thanks!
Read Answer Asked by Robert on July 25, 2018
Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis
Read Answer Asked by Dennis on July 25, 2018
Q: Earlier today William asked about a portfolio tracking software. After trying a few I would highly recommend Stock Market Eye. It handles all transactions types, multiple portfolios, multiple currencies, live data, basic charts, tax tracking, and more... they also have fantastic technical service.
Read Answer Asked by Anthony on July 25, 2018
Q: After many years I am deciding whether to throw in the towel on Extendicare I know the stock has never been a 5i favourite
Demographics say this should be a growth stock but Extendicare has been a dog
Do you think there is any hope for this stock Should I wait until Extendicare reports In August

Could you suggest a replacement in the same space hopefully with a similar yield
Thank you
PaulW
Read Answer Asked by Paul on July 25, 2018
Q: Currently have BNS,TD,CM,IGM,FSZ and SLF in the Financial Sector comprising 21% of my Income portfolio. I would like to replace CM ( or do you feel fine having 3 bank stocks ) - can you give me some suggestions as possible replacements ?

thanks
Read Answer Asked by JOHN on July 25, 2018
Q: I am just wondering if you know why sometimes a stock cannot be traded on line when in a self directed account. For example, in order to trade MOGO finance with TD I must call them in order to make a trade. The answer I get from TD is that they do that with a certain number of stock with low trading volume or when they are high risk stocks. I don't think MOGO falls into that category anymore than many other stocks that are thinly traded and much riskier. They have no explanation as to why MOGO is one of the stocks that cannot be traded on line. Is it worrisome? Is there something wrong with the company?
Read Answer Asked by Helen on July 25, 2018