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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: I'm interested in supplementing my regular 5i membership with your Portfolio Analytics tools. Is there somewhere where I can read about everything Portfolio Analytics has to offer or preferably even see how it generally works with some type of demonstration site. It's not an issue of the extra cost for Portfolio Analytics (seems pretty reasonable considering it also includes the 5i membership fee) it is more a question about understanding what it does and provides compared to other similar tools and services out there. I'm sure its great, just want to understand it a bit more before moving forward. Thanks.
Thanks.
Read Answer Asked by Brad on March 02, 2021
Q: I have US stocks in my RRIF, Cash account, and TFSA that would total 150K. I am a Canadian, and I do not own any property in the US. Can I assume there are no US tax implications?
Read Answer Asked by Elaine or Gerry on March 02, 2021
Q: Hello Peter et al:
Just a note of thanks. Some time ago I suggested that a portfolio assessment section would be helpful in a Q&A format here. You said it was a good idea but may be suitable for Canadian Money Saver, (CMS). I see now in CMS Portfolio Confidential has become a regular feature! This month's case history has so many similarities to our situation and is very helpful
Thank Ms. Barbara Stewart on my behalf and a big thank you to you as well!
Read Answer Asked by Savalai on March 02, 2021
Q: Hi 5i,
What did you think of earnings report? Just some profit-taking now after fabulous run?
Read Answer Asked by Dave on March 02, 2021
Q: Just looked over recent results and it looks to me like their 2020 full year results were roughly the same or below 2019 numbers on some key metrics,this seems odd for a stock that is up 1600% in that year, would be in for a huge decline unless im missing something (my average cost is 5.05 and i am in for the long haul just dissapointed)what is your opininion here on the stock going forward B,S,or Hold and why thanks so much.
Read Answer Asked by Greg on March 02, 2021
Q: JWEL , Jamieson Wellness, reported recently and had a management change. Could you please comment on the new management. Thoughts on the recent earnings and what your opinion on the stock overall touching on insider ownership, cash flows, valuation , the market for their product and the competition. Would you buy, hold or sell? Thanks
Read Answer Asked by James on March 02, 2021
Q: When you said: "Many current and day orders get cleared out overnight, only leaving long term orders in, which tend to have wider spreads." Do you mean that orders actually get filled when the stock market is closed?
Read Answer Asked by Michelle on March 02, 2021
Q: These 2 funds look quite attractive, comments, can you suggest anything else?
Read Answer Asked by Pat on March 02, 2021
Q: Hi team,
Any views on SPDR® Kensho Clean Power ETF (CNRG-N) ? How would you rank it with ICLN, TAN, FAN and QCLN for a growth investor ? In other words, what are you best suggestions in the clean power sector ?

Have a good week,

Jacques IDS

Jacques
Read Answer Asked by Jacques on March 02, 2021
Q: I have owned and been happy with this fund for several years now. Now I see it is involved in an ETF merger and "objective change with Wisdom tree. I am not clear on the funds status as it is not shown as a "terminating ETF" continuing as a new ETF, But is listed as an "objective change etf in the voting sheet. Does this fund carry on with the same name and ticker for trading? If the vote is not approved is it to be terminated as part of the "terminating etf's? Finally are the objective changes enough to hurt or help the funds prospects going forward? As always Thanks for the great service you provide.
Read Answer Asked by James on March 02, 2021
Q: Hi,

I want to get my investments into more manageable ETFS. If you had to invest in only 3 ETFs for the Canadian market in the next few years, what would they be? Could you give me a list of some top contenders?
Read Answer Asked by Graeme on March 02, 2021
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