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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: Can I please get your opinion on the consumer cyclical company Traeger Inc. (COOK). Since its IPO in 2021 it has declined close to 90%. Normally this trend would not appeal to me but I do find it interesting the Ontario Teachers Pension Plan is the largest shareholder. What do you think of this company after a year of being public and do you think it has any prospects? If you are not in favor of this company, can you suggest some other consumer cyclical names in the US that would think highly of? Portfolio analytics suggests I should increase my consumer cyclical weighting.
Read Answer Asked by Justin on December 31, 2022
Q: Could you please share 5 to 7 US growth names you would be comfortable with buying today? Are there any names that you were comfortable with early in the year that you would be less comfortable with moving forward? (For ex: ROKU, or APPS).

Read Answer Asked by TRINA on December 31, 2022
Q: These 3 stocks have fallen dramatically. NVDA and CRWD have had recent insiders sales. If you were to invest in these which order may you acquire them?

Also what is the difeerence between buying them on NASD or on the Canadian exchange.? Would you prefer one to the other?

Thank you

Steve
Read Answer Asked by Steve on December 30, 2022
Q: In an answer to a question about CDRs, you noted that CIBC has to buy shares of the listed CDR stock to facilitate trading in that stock on the NEO stock exchange. Should one be concerned about CM's ongoing ability to support this activity given that its overall financial state puts it at the low end of Canadian Bank rankings and things look not so great for improvement in the future. Also the FANG and other NEO listed stocks are hitting new lows every day. How will this reduced investor interest effect CM's commitment to support the CDR market.
Read Answer Asked by Sue on December 29, 2022
Q: Larry Berman being interviewed by Bloomberg indicated that we are in for another year similar to 2002. He had numerous charts to support his opinion. They reference the massive amount of debt that the US has taken on to deal with COVID and the wars it supports financially (Ukraine). The interest which is higher than usual is going to make things even more difficult to pay back. Sounds pretty scary to me. Thank you again
Read Answer Asked by Dennis on December 29, 2022
Q: Re: Rodney's question of Dec 22, in-kind transfers. I am a BMO Investorline customer and have made in-kind transfers from my BMO RIF to my BMO TFSA both this year and last year. I did this by phone, The BMO staff member was helpful and advised me that while I would still pay tax, by making an in-kind, rather than cash RIF withdrawl there would be no witholding tax.

Mike
Read Answer Asked by Michael on December 29, 2022
Q: Hi 5i,

I’m an income investor who is looking for capital preservation. I sold Bank of Nova Scotia (BNS.TO) earlier in the year to preserve capital and am now looking at it again because of the 6%+ dividend. It’s not one of my favorite banks, but what a great dividend.

Would a switch from North West Company (NWC.TO) to BNS at today’s prices make sense to 5i? Safety of capital and long-term dividend growth are most important. Any comments on either would be appreciated.

All the Best for the New Year!

Read Answer Asked by John on December 29, 2022
Q: I will be making a rif draw in 2023. I am looking at three options ----transfer cash --- transfer a stock in kind with say 50% gain ---- transfer stock in kind with a 50% loss. Ignoring trading costs does any option have a better tax efficiency? I am very worried that you will say no.
Read Answer Asked by joe on December 29, 2022
Q: Happy Holidays 5i,
I am considering purchasing some corporate class ETF's because of their tax efficiencies. The only Canadian company that I am aware of that offers them is Horizon's. Are you aware of any CRA issues with the Horizon implementation? Are there any other Canadian companies that offer tax efficient ETF's for NonReg accounts?

thanks
Read Answer Asked by Ian on December 29, 2022
Q: Can you give me your 5 best microcaps in either the US or Canada that are cash rich, undervalued, that could possibly do very well when the market recovers?
Thx
Read Answer Asked by Adam on December 29, 2022
Q: Hello 5i,

In your recent update, you are increasing XHY to 6% of the income portfolio. We own quite a bit of ZAG in a non-registered account (about 10% of the total portfolio) that we received this year as part of an inheritance. Given your update, does it make sense to sell some ZAG and replace with XHY? The remainder of investments are in mostly diverse growth stocks and other ETFs on your advice and I'm looking to retire in about 10 years.

Thank you and happy holidays,
John
Read Answer Asked by John on December 28, 2022
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