Investment Q&A

• TransAlta Renewables Inc. (RNW)
  • View RNW Profile
  • View Questions on RNW

Q: happy new year

i'd like to know your thoughts on RNW, please. It looks rather inexpensive in the renewable sector. many thanks

al

Upvote 0

Read Answer Asked by alex on January 05, 2021

• AbCellera Biologics Inc. (ABCL)
  • View ABCL Profile
  • View Questions on ABCL

Q: Happy new year!

ABCL looks to be settling down.....would you step in here? 1/2 or full position?

All the best in 2021 !!

Dave

Upvote 0

Read Answer Asked by David on January 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Happy New Year to all at 5i!!
In answer to John on Jan5 you said you would be reluctant to transfer LSPD to a TFSA because it would trigger a capital gain. I’m faced with the same situation and would like to understand your reasoning. My thinking is to transfer to the TFSA, pay some tax and get years of tax free gains in the future. Love to hear your thoughts.
Dave

Upvote 0

Read Answer Asked by Dave on January 05, 2021

• CI Galaxy Bitcoin Fund (BTCG.U)
  • View BTCG.U Profile
  • View Questions on BTCG.U

Q:
Given the hype recently of Digital currency.Could you please give us your view of this fund. Is it worth investing in?

Upvote 0

Read Answer Asked by shirley on January 05, 2021

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I own all three in my RRSP in equal position. Outside of my RRSP, I have large exposure to the US markets (>50%).

I'm thinking on consolidating banks by selling RY & TD to buy BNS. BNS is up from its previous lows but looks to be trading at reasonable multiplies.

Thoughts?

Upvote 0

Read Answer Asked by Ian on January 05, 2021

Q: What is your opinion on this company? Can you also include the general terms and conditions on the warrant? Thank you. Greg

Upvote 0

Read Answer Asked by Greg on January 05, 2021

Q: DNMR What is your opinion of this company and there environmental industry changing technology?

Upvote 0

Read Answer Asked by Ian on January 05, 2021

• Vanguard Total Stock Market ETF (VTI)
  • View VTI Profile
  • View Questions on VTI

Q: What would be your recommendation for a total US stock market ETF?

Upvote 0

Read Answer Asked by Tony on January 05, 2021

• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Celsius Holdings Inc. (CELH)
  • View CELH Profile
  • View Questions on CELH

Q: Good afternoon, I am wondering if you could provide 4 or 5 top Canadian or American non-tech suggestions for our 2021 TFSA purchases. I noticed Xebec in one answer but would this be considered "tech"? I also have a second question. I sold half my shopify some time ago and of course, it has continued to run up. Would you trim again or would you just enjoy the ride at this point?
Thanks, Rod

Upvote 0

Read Answer Asked by Rod on January 05, 2021

• Grayscale Bitcoin Trust (GBTC)
  • View GBTC Profile
  • View Questions on GBTC
• INVESCO QQQ Trust (QQQ)
  • View QQQ Profile
  • View Questions on QQQ
• ARK Innovation ETF (ARKK)
  • View ARKK Profile
  • View Questions on ARKK

Q: Dear 5i,

If one wanted to invest in bitcoin would you wait for a US listed ETF or would
you invest in an existing blockchain ETF like BLOK?
(Van Eck filed just recently for a bitcoin ETF)

On the same risk/return spectrum do you think there are better themes to invest in with my money? Please suggest alternatives and perhaps some ETF's to research.

happy new year

Upvote 0

Read Answer Asked by Ian on January 05, 2021

• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Xebec Adsorption Inc. (XBC)
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• Celsius Holdings Inc. (CELH)
  • View CELH Profile
  • View Questions on CELH

Q: can I get your top 3-5 growth picks excluding the tech sector at this time?

Upvote 0

Read Answer Asked by Patricia on January 05, 2021

• Cargojet Inc. Common and Variable Voting Shares (CJT)
  • View CJT Profile
  • View Questions on CJT

Q: I have done well on Cargojet in 2020. It has had a significant pullback in the past two months. Do you think that it has had its run or would you suggest holding on.Thank You.

Upvote 0

Read Answer Asked by Brian on January 05, 2021

• Enbridge Inc (ENB)
  • View ENB Profile
  • View Questions on ENB

Q: Happy New Year. Your opinion on a $50K RRSP account for a 10yr+ window with the above mentioned equal weighted shares (with this time frame, I suppose emphasis on capital appreciation would be preferable):. If you prefer others, which ones and why. Thanks. Jacques

Upvote 0

Read Answer Asked by Jacques on January 05, 2021

• FAX Capital Corp. (FXC)
  • View FXC Profile
  • View Questions on FXC

Q: Would like your opinion on FXC, they seem to have made a few initial good investments.

Upvote 0

Read Answer Asked by Jim on January 05, 2021

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Aecon Group Inc. (ARE)
  • View ARE Profile
  • View Questions on ARE

Q: I have been retired for a long time. Is it reasonable to add Aecon (with its larger yield) for income to my portfolio, or is the larger WSP a better choice even though the yield is lower?

Thanks

Upvote 0

Read Answer Asked by M.S. on January 05, 2021

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF)
  • View VEF Profile
  • View Questions on VEF

Q: I am looking for a world market etf X USA that trades in Canadian dollars that you would recommend for my TFSA

Upvote 0

Read Answer Asked by Jean on January 05, 2021

• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: I'm just curious.. Do you think it is likely or unlikely that WELL will start trading on the American stock market in addition to the Canadian one day? (Like LSPD did recently.)

Thank you & Happy New Year

Upvote 0

Read Answer Asked by Sandra on January 05, 2021

• Questor Technology Inc. (QST)
  • View QST Profile
  • View Questions on QST
  • View Reports on QST
• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Xebec Adsorption Inc. (XBC)
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Happy new year to 5i team!

I own the companies listed above within TFSA in equal positions of 8-10% except KXS where I am at 3% position.
I will add 6K to TFSA in 2021
Option 1: Buy more KXS with new money
Option 2: Buy XBC with new money
Option 3: Sell REAL and buy both KXS and XBC

In your opinions which of above option has better growth potential

Upvote 0

Read Answer Asked by Mahendiali on January 05, 2021

• Sonida Senior Living Inc Com (New) (CSU)
  • View CSU Profile
  • View Questions on CSU

Q: Is the dividend from the Topicus spinout from CSU an eligible one in a taxable account and would you know the amount per share?

Upvote 0

Read Answer Asked by Jeff on January 05, 2021

• Cisco Systems Inc. (CSCO)
  • View CSCO Profile
  • View Questions on CSCO
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM

Q: I have Cisco in my RRSP account - down 13% since I bought it in June - looking to sell it - can you give me a couple of names that I could substitute in its place - US or CDN ? Looking for growth but with some safety.
Thanks

Upvote 0

Read Answer Asked by JOHN on January 05, 2021