Investment Q&A

Q: TH They make a lot of announcements but shares don't move much.

Is it just too small a company or do they not have the right products for the masses ? RAK

Q: I'm considering opening a TFSA for a spouse who has a low income. However, he is considered a dual citizen. There seems to be conflicting advice about whether it makes sense to open a TFSA for someone considered a dual citizen,.
Can you clarify this?

Q: Hi 5i,

Currently hold shares of INTC at a loss and have held the stock for a few years.

Purchased the stock on the thesis that Pat Gelsinger would potentially execute his his plan to build additional foundry's in North America as an alternate to TSMC. Tailwinds of "on shoring" government incentives and the growing "AI boom" market lead me to believe that this was feasible.

Given Pat Gelsinger is now retiring and INTC execution issues I no longer believe that will be the case. I have held on to the stock for now due to the low valuation and the potential that it would be broken up and sold off.

Would appreciate you thoughts on whether or not it makes sense to hold onto.

Would also appreciate your thoughts on potentially switching from INTC to ASML.

Thank you,

Greg C.

Q: I'm looking to add some shares of PEY for more exposure to natgas with a good yield. The price has done quite well lately and I'm hesitant to buy in. I'm wondering if I should pick something else that's been a bit more beat up like BIR, or PNE. I'm a younger (39) long term investor living off of yield.

Q: Can you contrast the valuation metrics of theses two names Goeasy and Propel currently.Also which you prefer?

Q: Everyone, what would ultra high net worth people be concerned about today? Clayton

Q: Is the IBIT ETF allowed to be held in a TFSA ?

- I understand Bitcoin or other Crypto cant be held directly in a TFSA

- I know you aren't tax consultants, But would appreciate a general knowledge answer...

Thanks,
M

Q: Hello 5i!

Psychologically, I struggle to add to positions that have already gone up so much. I have positions in ATD, DOL, WELL, ENB, GSY, DCBO, LMN, TOI, CSU, PRL, TCS, VHI, HPS.A (as well as some others) and have some cash to deploy and weightings to adjust. I would like to know which of these positions would you feel most comfortable adding to positions at their current levels. Do any of them stand out more than others as opportunities to accumulate?

Thanks for all you do and best wishes for the holiday season!

Q: A while back you recommended the book
“ The Psychology of Money “ so I picked up a copy and am glad I did. I recommend it for all members ; easy to read , fun, informative. It has changed ( for the better ) on how I look at investing and my life choices. Thanks. Derek

Q: Hello 5i team,

I was wondering if you have any statistical data on S&P, Nasdaq performance for a week or two after the Santa rally? To confirm the Santa rally should end two days of trading in the new year?
Regards

Q: Just a comment to a question asked on TD today and you replying about the worst performing bank one year can often be the best the next year.

TD WAS the worst performing bank last year AND this year.

That is pretty rare.

Sheldon

Q: Can you provide any info on this one?

Q: Given a choice between investing in either Surge Energy or Cardinal Energy, which would you prefer and why?
Thanks!

Q: Which ETF's would you recommend that cover some or all of the "Magnificent Seven" stocks? Thank you.

Q: I like what Global X has to offer in their line of ETF's. However, I think I read one of your Q&A responses a couple months ago that their can be a concern with overloading the overall percentage of ones portfolio with a given ETF company. Did I understand that correctly? If so, just wondering what the potential consequences are in doing that, and if you do recommend spreading investments over a number of ETF companies.

Percentages are personal, but perhaps 5i has a ballpark-ish range that they would be comfortable with for a given ETF company (?)

Q: What’s the advantages or disadvantages in holding an s&p500 ETF in Canadian dollars (XUS) vs holding it in US dollars (SPY)? Which would way do you recommend? Would you still recommend buying in US when the Canadian dollar is so weak like it is right now?

Q: Is there a cash holding to invest in that is not locked into a term (like a GIC but with no term), so, with full liquidity? I'm thinking of a high-interest type account within an RRSP so I can go to cash a few months in advance of need for the cash, but still incur interest on the cash as I wait to make a monthly withdrawal. I invest with RBC Direct Investing in case that's helpful - perhaps there is an RBC product that suits my needs.

Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?

Q: Wow. Is the market rational?
I find it's certainly getting far more explosive in qtrly reaction (up or down).

I am happy with this (what I think is) wild crazy lift in 1 day as Docu has morphed into a 'normal' software company (as in, making $, having profit, high GM) vs hype of 'future $'.

But, stepping back. To me, it is now trading at a "fair" valuation based on 8-10% rev growth and now >20PE.
How do you like how this company has turned itself around ? Do you think this move is simply a catch up or do you see a fundamental re-thinking of docu and there is more room for stock price re rating?
30% in one day? wow.

Q: Pardon the abruptness but It sure would be nice if members could start behaving g alittle more independently and USE THE SEARCH BAR FUNCTION !! Asking the moderator to confirm when a respective dividend date and amount is going to be paid AND Asking about all the Canadian public equities that pay a USD Dividend... BOTH QUESTIONS have been REPEATEDLY ASKED FOR 5 yrs ! Considering the vast amount of hi level expertise our moderator has too offer everyone these very basic administrative requests are serious waste of the moderators and other members time ! Perhaps implementing some better auto populate drop down functions or some How to Video s could be created to combat this ?!? This saved time for the moderator could in fact add value and time for the moderator to reallocate research report time for some USA Equities since PA subscribers are encouraged to hold a 40% USD portfolio allocation !! My estimate is nearly 25% of some daily question volume is really just laziness of the author not using the platforms software search functions. JMHO !! You can deduct 2x the credits for the abrasive tone of my request :) and wasting everyone s time having to read this. Have a nice day