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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: Good morning Peter, Ryan, and Team,

In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.

To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.

Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?

Thanks as always for your thoughts.
Read Answer Asked by Jerry on March 30, 2023
Q: Has the new federal budget changed the dividend tax credit?
Read Answer Asked by Margot on March 30, 2023
Q: Hi 5i, my question is on all financials impacted new taxes.

"Dividend tax change: Ottawa is planning to raise billions of dollars from banks and insurers through a change in tax rules on dividends that financial institutions receive from Canadian companies."

Can you put a guess on how this will impact investors?

Thx

Read Answer Asked by Christopher on March 30, 2023
Q: Both of these issues have share prices which have taken severe hits recently and at least superficially appear to reflect the worst outcome from known difficulties. The question I would like you to address is; in your opinion and in the absence of new circumstances does the current valuation of each equity fully account for/ discount all the known issues each company faces? i.e. Do the present prices represent a reasonably reliable floor.

Read Answer Asked by Mike on March 30, 2023
Q: Hi 5i Team,

I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe
Read Answer Asked by Joe on March 30, 2023
Q: I currently own both GRT.UN and KMP.UN. Would you be comfortable keeping both or would you recommend switching one or both for DIR.UN?
You guys are the best! Thanks
Read Answer Asked by ralph on March 30, 2023
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