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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: Do you know of a company that is ready to roll out the 5G technology. Thanks. Ernie
Read Answer Asked by Ernie on February 05, 2021
Q: Hi Team,
Previously (I believe it was sometime in 2020) in your answer to questions on US estate tax payable by Canadians, it was pointed out that the threshold for US estate tax is US$11.2M (to be reduced to US$4 or 5M in 2023?), meaning no US estate tax is payable if value of world-wide assets is under US$11.2M. Amounts in excess of this threshold is subject to US estate tax with some credits allowed as per the Canada-US tax treaty.
Please confirm if your previous statement regarding US estate tax is still applicable.
Cheers,
Read Answer Asked by Harry on February 05, 2021
Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
Read Answer Asked by Jerry on February 05, 2021
Q: Good Morning
A report issued today by the Bank of America is bullish on Canadian banks. Can you say the same for the American banks?
I own ZUB and I will appreciate your views on this ETF going forward. Do you advise, at this stage, to switch to the unhedged version which is ZBK ?
Thank you for your insight.
Terry
Read Answer Asked by Terry on February 05, 2021
Q: I missed your talk on the money show. Would you be able to provide a link please?
Read Answer Asked by Steven on February 05, 2021
Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on February 05, 2021
Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks
Read Answer Asked by Antonio on February 05, 2021
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