Investment Q&A

Q: I hold VEE CDN ETF in Non Registered account. I got T3 Slip with foreign income. When doing Taxes I have to choose country do I put as USA or which country.

Thanks for the great service.

Q: When considering weightings of a particular stock do you look at the weight as a percentage of just a stock portfolio, or would you consider it as a percentage of stock portfolio plus defined pension. For example, CSU has grown to 9% of my stock portfolio, but if I include my defined pension it is 3.5%. So if I consider only the stock portfolio then I would consider trimming (to maybe 7%) whereas if I include my pension in my calculations I have no need to trim.

Q: Does you portfolio allocation as referred to country investment recognize that some companies despite designated as domestic (Canadian) have and derive significant income from abroad ?
Therefore these are more diversified by the location as it appears in the Portfolio Analytics summaries.Basically the summary understates the total portfolio diversification by the country .I give the two above companies as an example but there are more companies to which this would apply.

Q: Hi there,

Can you tell me your top 8 names for stock price appreciation in ranking order for long term holds? Would it be possible to provide a list of 8 without any sector influence and 8 within the context of a basket?

Thanks!

Q: What % weighting would you reccomend in
Banks?
Life insurance companies?

Q: Hello Team,

I was hoping to get your opinion and tickers on the next upcoming Canadian "darlings".

I know you are very favourable of LSPD.

Would you be able to provide few more of those companies: the ones that have huge potential despite the current risk,

Thank you very much

Q: Hi 5i Team,
If stock Ex-Div date is tomorrow and I buy stock today will 2 days Settlement date prevent me from getting dividend pay for this month?
Thanks in advance for your clarification

Q: Shandong Gold, a Chinese Gold company, recently bought TMAC Resources which has an interest in Hope Bay project. This may be a small deal but does the 5I Team know if the Canadian Government has any measures currently in place to protect our vulnerable Canadian corporations in weak sectors like energy from foreign predators.
Thank You
Clarence

Q: what companies do you think will grow and prosper after the current covid crisis
Thanks
Peter

Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?

Q: Dear 5i
This is probably a silly question but here goes . When the US indexes all rise as they are today and the TSX is closed , does that mean all the ETFs and CD stocks I hold on the TSX ( which include US stocks in some of the ETFs) miss out on all the gains , or does it take until the next trading day on the TSX to actually see those gains?
Thanks
Bill C

Q: “Management teams prioritized liquidity and balance sheet strength,” Goldman said in a report to clients published earlier this week. “Heightened uncertainty prompted companies to reduce capital expenditures, buybacks, and dividends.”

Given this statement what do you consider the main focus areas for analyzing a company? PE? Book value? Free cash flow? Payout ratio? Debt/Equity? Revenue changes?

Thanks.

Q: Hi there,

I have been a member of 5i for a few years now and love the service you provide. I know you don't provide US coverage at the moment, but are there any services similar to 5i with US coverage that you know of that you would recommend? I would like to start purchasing US equities but am looking for a service similar to 5i, but for US equities.

Thank you!

Q: Hi Peter. My daughter's RESP has room for three stocks. It is underpinned by SPY and XIU so I am unconcerned about diversification. What US/Canadian stocks do you think would be appropriate for her given the long-term nature of this account? (She already has CSU, KXS, GSY, and AMZN). Thanks JohnR

Q: What are your top 5 stocks for TFSA? This is for long term.

Q: Hi Team!
We all know who the big tech names are and which ones have done well over the last number of years. Many of the big names were smaller not too long ago like Shopify.What small and mid cap names in the tech space have staying power and the prospects for significant growth over the next decade... who are you top 5-7 names in the small to mid cap tech space?

Q: Hi there,

I am considering opening a USD TFSA and converting it from CAD to USD using Norberts Gambit. It is a large sum and I was wondering if now would be a good time to do it or wait for the CAD to strengthen. Do you think there will be a better opportunity in the next few months or would you be comfortable doing it today?

Thanks!

Q: I thought I could rely on the earnings calendar of the TMX Money web site (tmxmoney.com), but numerous times I have found it is not complete. Example: As I write this at 8pm EST on May 5th, it does not list KXS earnings on May 6th, yet my RBC Direct Investing calendar shows KXS reporting earnings on May 6th.

In the TMX Money web site they do list whether the earnings will be released before markets open, or after markets close (good); whereas the RBC Direct Investing calendar does not tell me that information (bad).

Isn't TMX Money owned by TMX Group (that runs the TSX)? If that is the case why would their earnings calendar be so incomplete (and therefore unreliable)?

Do you know of a (free) RELIABLE web site that has an accurate earnings calendar?

Q: I believe you have a link to dividend info but I can’t find it! help please!

Q: In your opinion,what are the best sectors in North America to invest in at this time