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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 hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?

2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
Read Answer Asked by Andrzej on December 13, 2022
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you
Read Answer Asked by Jason on November 07, 2022
Q: I am looking at a purchase in my non-registered account. All the above stocks are below there targets and some are at 5 star price levels. What would be your choice from the list for growth for a 3 - 5 year hold?
Read Answer Asked by Ron on September 30, 2022
Q: I own shares in these 3 companies and am thinking of adding to one or all of them. Weightings are all still relatively modest. What do think of these stocks, is this a good time to add, and would you suggest adding to one, two or all. If not all, in which one or two would you prefer? With thanks, Don
Read Answer Asked by Donald on September 19, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?
Read Answer Asked by Christian on August 08, 2022
Q: If you bot the S+P 500 in early 2000, it would have taken until early 2013 to see a general return to profitability in your portfolio. If 1970 inflation type problems persist (high oil prices and high interest rates), when would your best guess be for high PE stocks( DOCU ,ROKU, ADBE , TTD ) to recover and return to the highs we saw recently? Is it possible we may need to wait that long?
Read Answer Asked by adam on June 13, 2022
Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?
Read Answer Asked by Patrick on April 06, 2022
Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?
Read Answer Asked by Ward on March 21, 2022
Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you
Read Answer Asked by Karim on March 02, 2022
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022