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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: Hello,

Can you comment on this stock. It seems to be in the right place at the right time. However, I am unable to conceptualize if the current math are right for this stock to jump in, i.e., P/E, EBITA, etc., etc. Thank you for the great service..
Read Answer Asked by ANDY on September 08, 2021
Q: What is your take on AI ?would you be a buyer right now?
You see a very bright future for this company?
If you want to buy a stock in a US company what would be your top 3 be,regardless of sector?
Read Answer Asked by Josh on September 08, 2021
Q: Regarding purchases made on US exchanges….

a) If I purchase Canadian companies in my margin account on the NYSE in US dollars, will the dividends also be paid in US currency? What will the withholding measures be on those dividends?
b) If I purchase European companies on US exchanges, what will the withholding measures be on those European dividends? (Germany, France)
Read Answer Asked by Catherine Ann on September 08, 2021
Q: Hi,
I was looking in questions and could not find anyone who asked about the last quarterly results.
Could you provide your take on the latest quarter please?
Also, what are analysts expectations over the coming years in terms of growth for revenues and EPS? On a forward basis what is current PE?
Thanks,
Dan
Read Answer Asked by Daniel on September 08, 2021
Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.
Read Answer Asked by Walter on September 08, 2021
Q: I hold the US portion of my portfolio in my RRSP. It represents roughly 20% of my total investment. I do not need to convert to RRIF for another 5 years and at that time will be taking the minimum required.
I currently hold ZQQ; ZPAY; ZDY; ZWH; ZSP.
I am thinking of switching my holdings to the following in roughly equal amounts: ZPAY; VUN; ZSP; ZNQ; XSU.
The objective is to get better coverage of the total US market through XSU and VUN. Maintain coverage of S&P 500 through ZSP. For Tech switching to non hedged via ZNQ. ZPAY will still provide good income with perhaps some downside protection through its options strategy.
Your thoughts and recommendations of alternatives.
The rest of my portfolio in my Non-Registered account and TFSA follow a mixture of your 3 portfolios which by the way have provide me with a return of 12 - 15% in the past 6 plus years.
Read Answer Asked by Bruce on September 08, 2021
Q: legato merger corp what about this merger with algoma
Read Answer Asked by Pierre on September 08, 2021
Q: Hi folks. El Salvador has accepted Bitcoin I believe and even given their citizens some of the currency. Why have they taken this stance? A safeguard against the inflation in their fiat currency? Do you think other countries will follow suite?
Has this changed anything with the outlook on Bitcoin?
Thank you and good day.
Read Answer Asked by Alan on September 08, 2021
Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you
Read Answer Asked by Terry on September 08, 2021
Q: Hi 5i,
I believe in diversification with a dividend bent. That said, I have Canada covered and thank you! The USA is mostly covered as I have bought large cap. div. companies and about to buy DES to cover the smaller cap. companies, does that make sense or is there a better way? Also the rest of the world is currently covered with VXUS, what else can be bought to cover equities in the rest of the world, if needed.
Many Thanks!
Read Answer Asked by Mark on September 08, 2021
Q: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.
Read Answer Asked by Howie on September 08, 2021
Q: I am interested in investing in China. I recently read that the Bill Gates fund recently opened a position in CAF, Morgan Stanley China fund. I was wondering why his fund managers would do this rather than simply buy an index fund, such as MSCI. I was wondering whether you might be able to cast some light on this question
thanks as always for the great service
Read Answer Asked by joseph on September 08, 2021