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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 wish to buy some US stocks. In the past I have simply sent CAD to my US account and paid the exchange. Now with Canadian Depositary Receipts being available what is the real cost of owning them. My instincts tell me that there must be a fee somewhere or they wouldn’t go to the trouble of creating this type of transaction.
My other option is to try Norbert’s Gambet and save the exchange rate.
Your comments please.
Read Answer Asked by Russell on February 27, 2025
Q: All three companies reported yesterday. Can you review results for each with special attention to any strengths/weaknesses? Any surprises? Outlook for stock performance going forward? How strong is 5i's conviction in each (rate out of 10).
Read Answer Asked on February 27, 2025
Q: This may be a challenge to the usual 5i analysis.

According to reports the so-called “ Mar-a Lago Accord” seeks to have the Treasury only issue zero interest rate 100 year bonds, and they would force allies and trading partners to buy those bonds. The intention is to reduce interest rates and thereby help the fiscal deficit and reduce the value of the dollar ( the joke of course is that Trump also wants a strong dollar and threatens countries that try to settle in anything but the US$).

I have to roll my eyes at this nonsense. Cash is a zero interest perpetual bond. Basically they want bond owners to hold cash. If they want that ,they should simply stop issuing Treasury bonds. Of course if they did that they would rip the clothes off the emperor.

In the context of MAGA thinking this is an attack on Fed Independence, however it is also inflationary in the way Q.E. was inflationary (asset inflation).

I have to give the Republicans credit for coming up with yet another novel way to enrich those of us living off our capital.

As subscribers to 5i Research we will need advice on how best to take advantage of this new investing ecosystem? Over to you 5i!
Read Answer Asked by michael on February 27, 2025
Q: Kraken announced a sizeable order today - $34M. The stock has recently sold off a bit but is up 14% today as of this writing. How material is the order? Was it expected? Have they updated their outlook for 2025? Out of 10, how would you rate the stock as a buy? I'm trying to decide whether to make it a full position.
Read Answer Asked on February 27, 2025
Q: Based on the current market situation, what level of cash would be apropriate to have ?, and if wait and see it is the best approach now , what is the best parking place for cash ?
Read Answer Asked by Alejandro (Alex) on February 27, 2025
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