Investment Q&A

Q: Update on MDLZ?

Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbert’s Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.

Q: I'm looking to set up an annuity type of investment for my retirement using XUS or an equal weight CDN Hedged EFT that tracks the S&P 500. Can you provide some options and their historical annual dividend payments.

Q: I understand many Nations will add Nuclear Power How to Play this ?

URANIUM PRODUCERS CCO NXE DML etc

BUILDERS OF PLANTS SNC , WESINGHOUSE CCO and BN or SMR Small Reactors

WHAT ELSE ?

THANK you RAK

Q: Any comments about EXRO Technologies? Over 5 years EXRO has seen $6.50 now at $0.50

Q: hi folks, significance of partnership for Galaxy Digital glxy/t with State Street bank & trust....stock traded up 5% ahead of news (when Bitcoin was near $60k)...and continued upward momentum today....would you be a buyer at C$17sh level, and what do you think is the trend for bitcoin....seems to be drifting lower from highs of $70k+...thanks as always, jb

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Q: Hi 5i
ETL issued a press release this morning outlining their Clearwater Project Pre-Reasibility Study (PFS) and confirmed Lithium Reserves. I would appreciate your overview analysis and future potential with this new information.
Thank you

Q: Hello Team,
I am newbie when it comes to understanding Bitcoin as a digital currency. But we continue to become more and more of a digital world.
I understand this year, the SEC approved ETFs that can be bought and sold on the exchange providing more options for liquidity. Is this also the case for Canada?
Do you believe Bitcoin would be reasonable investment holding as a small portion (say less than 10%) of an total portfolio.
Do you see a reasonable future /demand and use for bitcoin?
If yes, could you recommend 3 bitcoin ETFs that reasonable AUM and daily volumes
Thank you,

I understand there a number of questions here that require the use of more credits. That is fine and look forward, as usual to your respone.

Richard

Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?

Q: Is MOH the superior choice in its space? Would you buy now for the next 5 years?
Thanks!

Q: For the next 5 years, what would your asset allocation look like if you were building a portfolio today:

Money Market %
Canada index %
USA index %
International index %

For equity exposure, do you believe in the 100 - AGE rule of thumb?

Thank you

Q: Does 5i provide fair market value for stocks? If yes, what is the fair market value of ATD pls?

Q: They will be reporting in 2 weeks. Do you see any red flags? I will need the money in 2 years.

Q: Between these 2 stocks, both with good growth and dividends, would you prefer for a long term hold. Are their dividend taxed differently in Canada?

Is there another CDN or US stock you prefer to these two?

Q: Would you please comment on micron’s earnings and guidance? Earnings looked like a bear but the guidance wasn’t as favourable as perhaps was hoped and it’s presently down after hours. I’m trying to decide whether to sell it tomorrow or hold. Thanks.

Q: Hi guys,

WELL.CA is starting to act better, is it time to increase the percentage from 1/3 to a 1/2 of a position?

Thanks

Jim

Q: Hello 5i team,

Any reason WELL is moving up this past month. Strange that it never moved with past
good quarters but now is moving upwards with nothing really happening.

Andrew

Q: I'm confused by your earlier response to Maureen's question today on the risk reward for some companies. I expected NXT and CELH to receive high risk rankings but I did not expect them to receive such low grades for reward. In fact t, a couple of questions later you singled these two companies out as top growth candidates in a 3-5 year period. Did I misinterpret your answer?

Appreciate your insight.

Paul F

Q: I see that you like ULTA, and i've been looking into it a bit. I agree that there is quite a bit to like with the company. But the one part i'm a little hung up on is the growth potential and past performance. Any time frame in the last 5 years (11%) has not been very good. But if we look out much longer at the 10 year (316%) and beyond it looks much better. I see that the valuation is quite attractive, compared to their historical valuation. But I wonder based on the last 5 years if the growth isn't behind them. Why do you think they've underperformed for the last 5 years, and why do you think that is going to change going forward? Thx!