Investment Q&A

Q: Hi 5i team,

I have a small position in Sangoma Technologies, the company releases the news that they will be trading on TSX starting Nov 1. Would you recommend to add more at today's price?

Thanks,

Q: How long has the issue been trading?

Q: Hi Team,
With Suncor’s big moves on the dividend news, do you expect similar news from CNQ?

Which company do you prefer today?

Thank you!

Q: Please comment on the earning.

Q: Now that I have shares in PENN is this a good stock to Hold, Buy more, or Sell?
Thank you for your advice.

Q: I hold riocan for income and some growth and I am up at 45% so far. For more income, do you think it is a good idea to sell and buy the global dividend spit fund ( GDV.to ) that has a dividend of 10% at the moment ? Advise me if you have a better suggestion or simply do nothing and keep riocan. BTW it is in a taxable account so I have to pay taxes on the move. Thanks and have a nice day.

Q: At what price do you suggest a purchase of LSPD for a hold over one year?

Q: I have a CDN RRIF account and also US RRIF which TD seperated . Can I transfer Canadian Cash from Cdn to US RRIF with no tax implication approx 10,000 US to take advantage of stocks I would like to purchase or do I buy from Cdn account and TD will transfer to US RRIF. Money wise which way would be better. Tks 5I

Q: Hi Team,
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak

Q: What's your favourite Metaverse stock? What do you think of Disney as a Metaverse stock? Thanks.

Q: Re: Elliott's question of Oct. 29.
I believe that NXH is a " pure-play" in hydrogen electrolysis. Do you consider it too small and risky for serious consideration?

Q: The D2L IPO price was reduced suggesting less demand than expected. Would you still consider taking a position on Wednesday (when I believe it will start trading) or prefer a wait and see approach.
Peter

Q: Parex has been recently lagging other oil and gas stocks. For the foreseeable future does stocks like WCP, TOU or ERF represent better upside opportunities .

Thank you for your excellent service

Raouf

Q: I am thinking about transferring more of my investment funds to the US. At the moment the ratio is about 50/50. Do you think this is a good move considering the antics of the present government.
Publish at your discretion.

Q: any idea what analysis EPS are for Nov 10 th. ...

Q: I just noticed TSLA.NE which is hedged and trades in Canadian dollars. What is the disadvantage to buying these shares instead of the US shares?

Q: Older investor looking to pair an industrial company, in a concentrated TFSA, with WSP. Want to capture the most total return over 3 years with the least volatility. What would you suggest? I am leaning towards TFII. Thank you.

Q: What one US stock would you recommend for healthy dividend and moderate growth. Any sector is fine. Thanks for your guidance as always.

Q: Hello,

I have my RRSP, TFSA and non-registered accounts with Interactive Brokers Canada (IBKR). In reading a review about IBKR, I read some comments about “the possibility that holdings within a RRSP held with Interactive Brokers Canada may in fact be taxed by the US IRS in the event of death of the account holder.”

I researched this further and read that the US estate tax regime applies to US situs assets. US situs assets are property located in or having a connection to the US, including the following:
1. Real property located in the US;
2. Shares of US publicly traded companies (even if owned inside a Canadian RRSP);
3. Shares of US private companies;
4. Cash accounts with US brokerage firms;
5. Tangible personal property located in the US with some degree of permanence; and
6. Certain debts owing by a US debtor.
https://altrolaw.com/blog-cross-border-estate-planning/us-situs-asset/

The IRS website indicates “Estate tax treaties between the U.S. and other countries often provide more favorable tax treatment to nonresidents by limiting the type of asset considered situated in the U.S. and subject to U.S. estate taxation.”
https://www.irs.gov/individuals/international-taxpayers/some-nonresidents-with-us-assets-must-file-estate-tax-returns

I own US stocks and ETFs (ex. AAPL, SPY, QQQ) in my RRSP and TFSAs. I also hold US$ cash in my non-registered account. Considering that there are significant investment opportunities in the US, I am loathe to stay away from investing in the US markets.

My questions are as follows:
1. Is there an estate tax treaty with the US to prevent (double) taxation? I would assume paying the necessary taxes in Canada would absolve the estate from having to pay any further taxes in the US.
2. Would it matter if my RRSP and TFSA are held in a purely Canadian brokerage such as RBC instead of IBKR which has a presence in both US, Canada and other countries?
3. Is a TFSA considered a non-registered account in the eyes of the IRS, specifically from the point of estate taxes.
4. Any other items to consider?

I would really appreciate your views and comments as I am sure this will be of interest to a fair number of your subscribers. Please deduct as many credits as required.

Thank you

Q: Hi 5i,
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!