Investment Q&A

Q: Understanding your not tax experts, do you or any members know if you can write off interest expense if you have a dedicated line of credit and invest inside a TFSA ?

Q: Could you give your thoughts on this mutual fund.I like to know what companies it has in the fund past the top 10
We’re to find that info ?
Is there a etf you like better in the same area
Thanks for the help

Q: I have meaningful positions in Adbe Msft,Amzn...they have all reported what I thought were spectacular earnings each.respectively.The market doesn’t seem to like them ....What am I missing?

Q: I’d like your thoughts on GEVO and its outlook, and how it would compare to CMC (Cielo) as an investment. Also, please indicate if you’ve got better suggestions along the same lines. Thanks.

Q: Hi Everyone at 5i!!! I have heard it said that we are headed into a massive commodity supercycle. ( eg. Lumber). What are your thoughts on this?.??? And if so, how could one best position oneself to take advantage of this?
Cheers, Tamara

Q: If I purchase BP on the US exchange, these are designated at ADR shares. Due to the intermediary US institution, are are extra costs deducted by the FI relating to holding & transacting these? Also, are there additional tax deductions as BP is a foreign entity even in US

Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?

Q: GH. VRNS, VEEV - which one of these stocks will have the most growth/torc going forward?
Thanks for your service!

Q: Hi 5i team:
I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification.
Have been researching URTH (iShares MSCI World ETF), but is not in your database .. please add. Could you suggest another 2 or 3 ETF's with the above criteria to purchase in USD. What do you think of VT ? Thanks as always for your guidance.
Steve

Q: I know I have asked questions about (SKE) before but I keep getting, reports on drill results which I can't read , would you give me your out look on this company again
Thanks
Jim..

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: I am considering a position here, but I am not sure about their drill results; do you know anything about this company and if it could be a good speculative play?

Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!

Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill

Q: Interesting to see one of the preferred shares ETF gaining 'interest' (pun intended) over the past year.
What is your outlook for preferred shares generally and would you step into this area?

Q: I have a question about Teck.B:CA.
They reported a huge quarter yet their stock keeps falling. What's going on?

Q: Do you know of a Canadian REIT or company in the data center business, similar to Digital Realty in the US?

Q: Hi Guys, simple question, what is going on with AQN? It has been in a trance for over a year. Why is the needle not moving on this one?
Thanks.

Q: This is a small company in the fintech space. Please provide your comments on the advisability of putting in some money into this investment. Looks interesting from a growth prospective. How different is it from Lightspeed? Thank you for your advice.
Stella

Q: CRT.UN is my only real estate exposure in my current unregistered portfolio (5% of the unregistered, 1.8% of the total, portfolios). Exploring replacing that with BAM.A (which you answered for me a few weeks ago, not part of this question) or with NWH.UN.
Re: CRT -- pro: better debt level than NWH (?); con: I already have similar exposure to CTC
Re: NWH -- pro: I currently have no other health care exposure (except the tiny portion of Telus); slightly better global diversification; higher dividend; con: higher debt; no historic dividend increases
Any other considerations? What are your thoughts on this potential swap?
Thanks again for all your comments and service.