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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: How do you determine which Exchange to use? In your latest report, you recommended Magellan Aerospace Corporation, it's on the TSX and the NEO. Is one exchange better to use than the other. Also, Stock like Shopify is on the TSX and the NYSE. I use the TSX because it's Canadian, but the Canadian Exchanges don't show pre market numbers, I like referencing the US exchange. Am I correct to assume if the stock is moving up pre market in the NYSE it will do the same when the Canadian Market opens? Thanks,
Read Answer Asked by Juanita on April 10, 2021
Q: Hello. Looking at buying US cannabis ETF. But, I see this under MSOS Holdings:

BlackRock Liquidity Funds Treasury Trust Institutional TTTXX 43.13%

Seems like a large percentage is invested in US treasuries that would not be growing very fast (dead money?); what are your thoughts on this and the MSOS ETF in general.

Holdings of similar MJ ETF are names I more readily recognize (TLRY, CRON, WEED, APHA,...), so maybe that's the way to go?

Thank you.
Read Answer Asked by Paul on April 10, 2021
Q: Which one to go and which one to keep.
AEM,ABX,WEED,CJT,GRN,KEL,QST,REAL,SMT,XBC,YRI
Read Answer Asked by Nizar on April 10, 2021
Q: Hi Peter & 5i,
What do you think is the probability that Rogers forces Shaw to redeem these Preferred shares come June as per the purchase agreement?
I'm thinking it's almost 100%. If Rogers doesn't force the redemption then it would be an indication that Rogers is not sufficiently certain the deal will go through. And it's so early in the whole purchase process that the preferred share redemption almost has to happen?
Your thoughts please.
Read Answer Asked by Dennis on April 10, 2021
Q: They are all high-paying dividend stocks, but I want to know why BCE consistently has a higher dividend. Is it because the market is reflecting that BCE doesn't have good growth prospects or are people missing something. Seems like they have at least similar prospects as Rogers (while I know Telus is doing many things outside of telecom so might deserve a higher valuation and lower dividend.)
Read Answer Asked by Eugene on April 09, 2021
Q: Greetings,

I know 5i isn’t a fan of averaging down and while it is a strategy that has worked well for me in the past, initiating positions / timing hasn’t worked in my favour and I tend to buy the peaks. Hence the DCA strategy working for me I guess in lowering the average share price and eventually seeing some reasonable returns. Of course it tends to lead to overweight positions which I trim back. Examples are BA and vermillion.

Now here I am again in a situation. Holding ABX and BTO and down about 25%. Even so I am VERY comfortable with these 2 companies in my portfolio and I see them as complimentary to each other. I don’t see shifting way from them as I feel comfortable even being down 25%. However I am looking to DCA these 2 and bring my total gold exposure in my portfolio up from 7% to 10%. I have no other precious metals exposure. As I am aware 5i tends to be comfortable with 10% total sector position.

Could you weigh in on the narrative in general, address timing of purchases (as 5i tends to like a company and be “comfortable buying here” and seems indifferent of timing), DCA strategy, and advise of your opinion on these 2 companies, strengths, weaknesses, expectations.

Deduct as needed as my credit burn is quite slow.

Cheers and thanks for all the great advice! You have made a big difference. 🙂
Read Answer Asked by Duane on April 09, 2021
Q: Hello 5i,

We purchased QBTC when it was available, then purchased BTCC.B when it was recommended by 5i, and it looks like BTCC is now recommended. Can you clarify which Bitcoin stock is preferred - BTCC or BTCC.B or another Bitcoin stock?

Would it make any sense to own 1/2 of the ETF stocks in BTCC and 1/2 in BTCC.B if you have a 4% position?

Thank you for your fantastic service.

Cheers,

Debbie and Jerry
Read Answer Asked by Jerry on April 09, 2021
Q: Does CSU maintain an economic interest in Topicus? Based on my review of the final long form prospectus for Topicus and insider reporting it looks like CSU holds voting control and a significant number of pref shares in Topicus. What I'm trying to confirm is whether I need to buy Topicus to obtain exposure to its growth or whether as a CSU holder I will already have some exposure.
Read Answer Asked by Patrick on April 09, 2021
Q: Hi , Starting my 5 month old grand daughter's RESP. After reading all your other suggestions to other members, I am thinking of VEQT for the diversification of world markets and VUG for that extra torque and US dollar exposure. Would you add anything else here or suggest otherwise? I thank-you in advance. Sam
Read Answer Asked by sam on April 09, 2021
Q: Could provide an opinion on these ETF - ZDY/ZGI - read a Morningstar report on each and their opinion is they are underperforming peers.
Can you provide examples of better performing ETFs to replace them.
Thanks
Read Answer Asked by Reg on April 09, 2021
Q: Hi,

In my RESP's fixed income/cash allocation, I hold CMR, CBO and HFR.

With a rising rate environment I'm thinking of switching the CBO share into HFR (although the laddered aspect of CBO mitigates problems a bit). And with CMR stopping their distributions, I thought of switching out of that too. Does this logic make sense or would you prefer having both CBO and HFR for diversification purposes? Thanks!
Read Answer Asked by Steven on April 09, 2021
Q: Good morning,
Just a quick clarification about a question I asked the other day about option buy backs. My question should have been whether you claim that loss this year, or do you roll it into the acb of the underlying stock,
thanks
Read Answer Asked by joseph on April 09, 2021
Q: Andrew McCreath on Final 15 on 7 April showed and interesting ratio graph of Mega-cap Unprofitables (the 50x next years sales) versus Profitable IT stocks (the P/E reasonable stocks) over the last 5 years. It shows the continuous growth of Profitable to 2019/2020, then precipitous decline to 2021, then the sharp turnaround we're currently seeing with Profitable rising again. I, personally, think this would make a great white paper or report for you folks to research and write for members. What do you think? I think it's more than growth versus value and would love to see an indepth review of it. Publish if you feel it is worth putting up.
Read Answer Asked by John on April 09, 2021
Q: Hi group is it a good strategy to sell some of my big winners before the Federal Gov taxes capitol gain differently? - Do you agree this is an area (as well as other areas)) they will target to help pay for all the stimulus. If they took away all the capitol gains it would be very negative for a lot of folks. also please comment on how the govt taxes day traders and how they might get more aggressive in taxing day traders as business income Thanks for your insight
Read Answer Asked by Terence on April 09, 2021
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