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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 CDRs of US companies need be reported on T1135 if ACB is over $100K?

Thanks in advance.
Read Answer Asked by K on July 03, 2024
Q: Hello 5i, Could you explain when a stock on the TMX trades and states the day volume was - Volume:630.59K Consolidated Volume:1.13M. What do you go by to accurately know the volume of shares traded that day and the price range.
Read Answer Asked by Michael on July 03, 2024
Q: What are 5-6 stocks 5i would pick that are Canadian, profitable, and less than $1 billion market cap for the higher risk/growth part of a portfolio, to hold for the long term?
Read Answer Asked by Jeff on July 02, 2024
Q: BAM is currently overvalued per Morningstar (price of $51 vs fair value of 44 ish).
BN is currently undervalued per Morningstar (price of $56 vs fair value of 60+ if I remember correctly)
Would you agree with this valuation?
I am currently owning both BN and BAM. The BAM holding was spun off from the BN holding. I just want to simplify into 1 holding. Would it make sense to sell BAM and add to BN here? My priority is growth as the horizon is 10 + years. Thank you very much.
Read Answer Asked by Anh on July 02, 2024
Q: Morning 5i Team,

I have s simple question regrading tax treatment of interest expenses.

Let's say I borrow money to purchase dividend paying stocks. How should I handle the interest so paid on such a loan? Do I simply write it off in the year the expenses are incurred or do I add the cumulated interest charges to the adjusted cost base of the stock when I sell.

Your help is much appreciated.
H
Read Answer Asked by Harry on July 02, 2024
Q: TMX share price has had a bit of a run up lately, and I think from a review of past answers must now be pretty close to the high end of its historical valuation range? Do you have any concerns about it getting ahead of itself at this point or do you think the fundamentals are supporting this upward momentum? Appreciate your insight as always.
Read Answer Asked by Stephen R. on July 02, 2024
Q: I have a TFSA account, and would like to add more for investment. I am very happy the current performance and would like to look for those well sleep Canadian’s stock. Any suggestion?
Read Answer Asked by kwokwai on July 02, 2024
Q: I have some USD cash from selling USD tech stocks. I still hold quite a few US tech stocks.
I would like to purchase some non-tech US companies for a long-term 5+ year hold.
Can you please recommend good non-tech US companies for me to consider buying?
Read Answer Asked by STEVEN on July 02, 2024
Q: Hi Team,
PRL appears to be breaking out recently. If looking to add to a position here is now the time? Also, would you advise selling Ats and switching into PRL with the funds? Ats has been a drag for a long time now in my portfolio .

Thanks ,
Shane
Read Answer Asked by Shane on July 02, 2024
Q: I've made the mistake in the past of selling a full position too early or holding too long. Now I'm trimming positions / rebalancing when appropriate. With some gains I want to make sure I'm diversified, is it a bad idea to throw gains into an S&P500 index or something to ensure gains over the long term. I'm 32 so many more years in the market.
Read Answer Asked by Ashleigh on July 02, 2024
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