Q: What is your long term view of Converge Technology? Thanks
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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: Hi Team,
Previously (I believe it was sometime in 2020) in your answer to questions on US estate tax payable by Canadians, it was pointed out that the threshold for US estate tax is US$11.2M (to be reduced to US$4 or 5M in 2023?), meaning no US estate tax is payable if value of world-wide assets is under US$11.2M. Amounts in excess of this threshold is subject to US estate tax with some credits allowed as per the Canada-US tax treaty.
Please confirm if your previous statement regarding US estate tax is still applicable.
Cheers,
Previously (I believe it was sometime in 2020) in your answer to questions on US estate tax payable by Canadians, it was pointed out that the threshold for US estate tax is US$11.2M (to be reduced to US$4 or 5M in 2023?), meaning no US estate tax is payable if value of world-wide assets is under US$11.2M. Amounts in excess of this threshold is subject to US estate tax with some credits allowed as per the Canada-US tax treaty.
Please confirm if your previous statement regarding US estate tax is still applicable.
Cheers,
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Absolute Software Corporation (ABST)
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Topicus.com Inc. (TOI)
Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
Q: Good afternoon 5i Team!
I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?
Thank you.
Brad
I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?
Thank you.
Brad
Q: For a long term investment, do you have a preference for Algonquin or Boralex? Do you have other favourites in the renewable energy space?
Q: Hi, is the reason for the downward trend in XGB due only to the fact that there is increased optimism with equities? Are there other factors at play?
What would be the reasons for the downward trend to continue for the XGB fund?
I'm considering ZCM as well which will provide another percentage point return.
Thanks.
What would be the reasons for the downward trend to continue for the XGB fund?
I'm considering ZCM as well which will provide another percentage point return.
Thanks.
Q: I feel the “buy now, pay later” stocks are going to really take off? Any thoughts and recommendations on this?
Q: Good Morning
A report issued today by the Bank of America is bullish on Canadian banks. Can you say the same for the American banks?
I own ZUB and I will appreciate your views on this ETF going forward. Do you advise, at this stage, to switch to the unhedged version which is ZBK ?
Thank you for your insight.
Terry
A report issued today by the Bank of America is bullish on Canadian banks. Can you say the same for the American banks?
I own ZUB and I will appreciate your views on this ETF going forward. Do you advise, at this stage, to switch to the unhedged version which is ZBK ?
Thank you for your insight.
Terry
Q: At one time was up35% in real and am now down 10%. Wondering if I should sell it now as I'll only have about 3-4 years to hold it.
Thanks for your great advice.
Thanks for your great advice.
Q: Could you please comment on their results and outlook?
Thanks,
Milan
Thanks,
Milan
Q: I never own CSU before but with TOI is being published. Would you recommend to own TOI for 10% of the portfolio?
Thank you,
Thank you,
Q: I missed your talk on the money show. Would you be able to provide a link please?
Q: Hi 5i,
I hear lot's of hypes around Solo, last review was Nov 2020 with now support from your group, have your perspective changed?
I hear lot's of hypes around Solo, last review was Nov 2020 with now support from your group, have your perspective changed?
Q: Do you still consider Enbridge as a long term hold?
Thanks
Paul
Thanks
Paul
Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
Q: Please comment on the quarter reported Feb 4.
An extraordinary charge results in a loss .
An extraordinary charge results in a loss .
Q: Hello 5i
Could I have your assessment of OSTK please?
Also who are their peers/competitors?
Thank you
Dave
Could I have your assessment of OSTK please?
Also who are their peers/competitors?
Thank you
Dave
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Meta Platforms Inc. (META)
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QUALCOMM Incorporated (QCOM)
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Block Inc. Class A (SQ)
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Snap Inc. Class A (SNAP)
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The Trade Desk Inc. (TTD)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks
Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.
Can you please tell me which companies make EV chips?
Thank you.
Q: Can you be kind to comment on Greenbrook TMS recent activities. Bought it approx 2 years ago, it went down then recently up 20 % from where I bought it. Today it consolidated 5 to 1 share and apparently will be listed on the Nasdaq. Should I keep it.
Also Facedrive was up 27 % today. Are you still reluctant to own this company & why. Thank You
Michel
Also Facedrive was up 27 % today. Are you still reluctant to own this company & why. Thank You
Michel