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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: Over the years CSU has been building in my TFSA and UnReg account to the point where it is too large of a single holding. I am thinking of selling enough to buy two stocks and keep an equal amount of CSU. Thoughts are buy KXS and TOI. I would very much appreciate your suggestions/thoughts on this please. Open to US ideas as well. Thanks again.
Read Answer Asked by Danny-boy on February 09, 2021
Q: Isn't Sandy about to exceed the cumulative total TFSA limit?
Read Answer Asked by Peter on February 09, 2021
Q: I have never purchased an IPO of an ETF. When Ark Invest unveils its SPACE ETF in March, what strategy do you recommend ? Thanks.
Read Answer Asked by Norman on February 09, 2021
Q: Assumming you still use a balanced and diversified portfolio in your tfsa. As of today what 20 stocks would you hold. Deduct as many credits as you see fit.
Read Answer Asked by Todd on February 09, 2021
Q: Hi !

I have more of an investor psychology question.

Let's say I am interested in an initial investment in a company such as WELL which saw a nice move upwards recently. I find that after a company moves up I am strongly resistant to investing in it. I pretty much "won't" do it. There are many examples where the error of this mentality has been shown.

Would you be able to suggest a mental strategy so that I feel okay about investing in companies that have spiked?

Yours kindly,
David
Read Answer Asked by D on February 09, 2021
Q: Hi Peter, Ryan and 5i,
Which cyber security ETF would you prefer, the hedged version or the unhedged, or is there another that you prefer.
Thanks as always for your professional service.
Ivan
Read Answer Asked by Ivan on February 09, 2021
Q: Of 6 Wall St. analysts following Palantir 3 have a rare "Sell" on it with 2 Holds average sell PT ~ $17. I know the 5i take on price targets yet last Nov. Peter H. said this stock, then at 17 could be 25 one year out, yet here we are at $36. There's been good news flow on this lately but how much upside could there possibly be and why are these pessimistic analysts down on it?
Read Answer Asked by Jeff on February 09, 2021
Q: In answer to Bruce on Jan 7 you said:
In an RRSP, we would prefer to hold US-listed ETFs due to withholding taxes on US dividends being exempt (not the case with CDN-listed ETFs).

This would mean that ZWK/CALL is not as efficient as it could be. Is there an equivalent US listed ETF that you would recommend? I am looking for an ETF that would let me drip the dividends. From your other answers I believe this type of ETF would be good in 2021: flat or slowly rising market.

Read Answer Asked by JR on February 09, 2021
Q: Good morning 5i team
Regarding 'Lightspeed Capital' (Ref: Aug 5, 2020 press release), where Lightspeed announces up to US $50,000 funds per retail location, who is providing the funding? Lightspeed, Stripe, or a third party? I don't see any Loan Receivables on LSPD's December 31, 2020 Balance Sheet, and I hope this means Lightspeed is not bankrolling their clients. Thank you for your help on this.
Edward
Read Answer Asked by Edward on February 09, 2021
Q: Looking to add another U S company to either my cash or TFSA account. I have followed MITK for awhile and I believe you like it. I notice it has pulled back a bit. Would it be a good addition and to which account? U. S stocks I presently own are SQ, V, BHVN, AAPL, DIS, FSLY, and ABCL. Do you have another suggestion that I may consider?
Thanks John
Read Answer Asked by John on February 09, 2021
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