Investment Q&A

Q: I am under water on AEG. Any good reason not to sell even though in a RIF? I am thinking of adding the proceeds to NTR holding. I know, totally different businesses but NTR has recently declined. Any thoughts?

Q: I am looking for retirement monthly cash flow to supplement retirement. Can you please recommend some etfs and dividend aristocrats. About $400,000.
thank you.

Q: hi folks:

anything to update with pason?

what might be a couple contemporaries in similar oil service industry?

thanks

Q: Hello

My question and answer was:


Question:
I have USA stocks in joint margin account with Canadian Broker . When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities. My question is: do you have to include in calculation of Total Amount any cash siting in my US account? Andrew

Answer:

If cash is held in a foreign jurisdiction (i.e. at a US bank) it needs to be included. If it is held at a Canadian company then it does not need to be reported.

I want to differently and more specifically formulate my question again:



Question:
I have USA stocks in joint margin account with Canadian Broker . When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities. MY NEW QUESTION IS :

do you have to include in calculation of Total Amount any US dollar cash siting in my JOIN US MARGIN ACCOUNT with Canadian Broker?
Andrew

Q: What is your opinion of this company? Is it a buy?

Thank you. I always value your help.

Q: Hi gang, I noticed badger has been going down since it changed its symbol. Any updates and where do you see go from here. Thanks
Alnoor

Q: I'm looking for a ETF holding US stocks that will work well with ZWH.CA
This would be in a RRSP.

Q: Hi, I've been happy with Mawer's balanced fund for several years, but after reading the good article on all-in-one ETFs in June's Canadian Moneysaver I'm wondering if I should be switching to one of these ETFs for the lower fees? Comments? Thanks - Jeff.

Q: Looking to start a position in a US Marijuana ETF
Can you please give me a brief overall long term
outlook and a ETF trading on US market or Canadian market.
Thanks

Q: Thoughts, comments, concerns, recommendations. I am concerned they only have 1 solid drug with relatively narrow application, all beit, important but sitting on considerable cash. Not sure what else may be in the trials pipeline.

Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.

Q: Hi folks. Any current thoughts on MAGT?

Q: Could you explain to me STARLIGHT Investments and their multiple subsets. In Nov 2019, I was interested in the Continuum Reit IPO, but Starlight took over the Reit before the IPO for 1.72B, no small deed !! Where did the funds come from for such a young company, debt only? Are the many Starlight Multi-Family units Closed-end Funds? Limited PartnerShips? Do they have an « expiration » date ? Thanks.

Q: Hello 5i,
Is Didi too speculative at this time?
Thanks for the service

Q: Favourite US health stock for TFSA long hold, other than ABBV? Thanks

Q: I've owned CD fo a while and I'm presently underwater, would you recommend a better alternative or just hold onto what I have?

Q: Thoughts on Diamond Estates Winery please. Do you recommend for a small position in an aggressive TFSA?

Q: Can you tell me when Anaergia is due to report it's next quarterly financial statement. Thanks

Kenn

Q: First, this is not a question that involves portfolio weighting.

Would 5i hold Well as a full position of 5% in a balanced portfolio of 20 positions?

Thanks as always

Q: What are your thoughts on Oscar Health?