Investment Q&A

Q: Good Morning
Do we get the dividend tax credit from Canadian stocks listed in the New York stock exchange?
Thanks.

Q: what do you think of scr.?
Phil

Q: I'm a buy and hold investor. I have a 2.86% position on Enbridge and 3.22% on TC. Would like to increase to about 4.% for each. . Looking primarily for dividend income. Thoughts ?

Q: your views on this company.
I'm having a hard time digesting the deal with Glencore and what it means to the company. Can I have your professional opinion on this company as an investment over the next 3-5years?
Thanks

Q: Hi team,

I’m seeking to create a globally diversified all equity portfolio using low cost ETFs that accurately represent the market cap of each country for a 10-15 year hold. I also hold ZUT as an alternative to fixed income and am contributing to an inflation adjusted pension through my employer. For some real estate exposure we have two single family rental properties in slow and steady Manitoba. A small portion of my portfolio is in bitcoin as a hedge against inflation, not more than I’m comfortable loosing. BTC has been this year’s best performing asset but there are mixed opinions on its future and what I do own doesn’t cause me to loose sleep.

Currently my core holding is VEQT which is heavily overweight in Canadian equities. There are numerous ETFs for investors to sift through, many of which are very similar and it can be a bit overwhelming.

Firstly what are your thoughts on the strategy of holding a globally diversified portfolio that most accurately represents the market caps of each country? Or are there benefits of being overweight in certain countries, and if so can you recommend some ETFs?

If you believe being globally diversified with weightings equal to a country’s market cap is a sound strategy can you recommend some ETFs that would achieve this. I’ve been considering switching VEQT to VXC, XAW or XEQT.

Thanks for all the fantastic information and guidance. I really enjoy the investor education your service provides.

Q: What's the best way to play gold as insurance against inflation? An ETF? A mining company? What do you recommend? What do you think of AEM?

Thanks,
Robert

Q: What are your thoughts on Laurentian bank? It saw a big drop earlier in the year. I recall on a prior answer you indicated you were concerned based on the idea that where there is evidence of some problems, there is often larger problems hidden waiting to be discovered. Do you still have a pessimistic view of Laurentian?
Thanks

Q: Good morning,
Would you be "ok" with adding a new position in Real.to at this point? I started a small position much higher and am wondering regarding next steps. Small blip to capitalize or let the waters clear some more?
Thanks!
Art

Q: Hi 5i,

If you are participating in the Analyst Day meeting today, please relay any good information.

Thx

Q: With the unfortunate increase in covid cases I am wondering if now would be a good time to buy goodfood. The ease of delivery might appeal to homebound people.

Q: Hi 5i,

In the latest earnings report from TFII, they note that the Company terminated the deal to aquire APPS transport. Can you add any color on the reason for termination of the deal?

Thanks

Q: I’m in my early 60s and will start drawing down my RRSPs in the next 5 to 7 years. As my investment time horizon is relatively short, what would be your top 5 stocks to hold over this period? Thanks!

Q: I have a large position in Whitecap with TD Waterhouse and am doing very well as it increases in share price. Please outline a "trailing stop loss" strategy that can protect my gains.

Q: Good snowy morning team,
I've owned WCP for the last year and am now ahead 25% since the stock price "took off" two weeks ago.I realize there is much optimism in the market since the positive announcements on vaccines.Is the stock ahead of itself or should I take some $$ of the table.Analysts have a 4.25 high target price.
Many thanks,
Jean

Q: Hi 5i team, do you have any recommendations on EV Canadian companies?

Q: Hi group now that a vaccine is close I would like to start to build a portfolio based on good solid cheap value stocks . Can you recommend along with brief comments a couple of stocks in each of the key sectors that will start to move as the vaccine comes on line. Your expertise is appreciated

Q: Please provide suggestions and long term guidance on how to invest in the gradual switch to EV.

Q: My daughter is looking to invest about $4,000 in an RRSP. She has an investment horizon of about 15-20 years and her current employer provides a secure DB pension. What growth oriented ETFs would you recommend at this time? If she were to add a dividend oriented ETF to the growth choices, what might you suggest? Thanks.

Q: Good Morning,
Looking for top suggestions for US based ETF's that are either total US market or Global markets that pay little or no dividends. I understand that saving the 15% withholding is not a big consideration, but, looking for something to buy and leave untouched for a long term hold within my USD$ TFSA and would rather see the growth done automatically then me reinvesting dividends/distributions.
Thanks so much!

Q: I'm trying to get my old fart head around BBTV. { When my TV asks me to hook up to the internet I stare at it with a blank expression } . But I have read your blog on it and if I am reading it correctly it doesn't have " good " market share it has " massive " market share in their product. But just what is their product ? " What is " unique video " ? How big a market is this ? And reading further in the blog it explains how they make money . Well I don't see a whole lot of overhead there . Just take your cut . So why are the revenues they are reporting not profit ? As I read it they had $120 million revenue and lost $11.5 million . Why are they losing money ? Could you please briefly explain your blog assuming you are explaining it to a tech idiot { cause I am a tech idiot } . I see Mr Market is so far unimpressed and I'm wondering why ? If one were to put a per share valuation on the company based on what they paid for the part they didn't own. What would that share price be ?