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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: Thank you for this great service.
I own in gold stocks AEM, KL and GORO (recommended from another newsletter.)
Each stock represents about 1% of total holdings. (3% so far.)
Would like to bring gold &/or gold companies up to about 5%.
What would you add/increase or change here to get to 5% total. Please add / change towards conservative leanings.
Thank you.
Read Answer Asked by Tulio on June 01, 2020
Q: I am looking at Chartwell (CSH.UN) and wondering if the stock has been unfairly punished by the terrible issues that Sienna and other LTC facilities have experienced. Apparently Chartwell is a well managed company and it only has about 10% of its facilities in LTC. I am thinking to buy CSH at the current low prices. I would appreciate your thoughts and guidance.
Thank you, Patrick
Read Answer Asked by Patrick on June 01, 2020
Q: Hi 5iTeam,
My question is on withholding tax on US equities/etfs. If I purchase dividend-paying US equities in a non-registered account, there will be tax withheld which I can use at tax time as foreign tax credit to reduce my Canadian tax. What if I purchase a dividend-paying US etf, how would withholding tax come into play in this scenario?
Also there is no withholding tax on dividend-paying US equities if they are purchased for a registered account. Would US withholding tax apply if a dividend-paying US etf is purchased for a registered account?
Cheers,
Read Answer Asked by Harry on June 01, 2020
Q: Would you have any perspective on the U.S. listed company,Super League Gaming,Ltd.?Thanks
Read Answer Asked by maurice on June 01, 2020
Q: Thank you for the information on CloudMD, I accidently had it flagged as private, my follow-up question is, I was interested in the company due to the remote health services and digitizing the medical sector, I did well with a company in the past in this space but it was bought out and looking for another. I know Telus is in this space but very small compared to it's other business. Any suggestions?
Read Answer Asked by Tim on June 01, 2020
Q: Morning 5i,

Looking to diversify our portfolios
Longterm hold.
Wanting to add a real estate position(s)
Obviously we could go up or down due to covid and a rougher than expected recovery.

Looking for advice on which to do first.
ETF, such as above OR pure play such as CAR.UN?
Which is a huge portion of XRE anyways.
*your top rec's in this sector would be greatly appreciated as well.

Understanding the risks and dynamics our thought was adding an attractive pure play at lower valuation and then the reit assuming it may be depressed for a longer time period.

Looking forward to your advice and thank you for the great stuff here! The info is tremendous.
Read Answer Asked by Adam on June 01, 2020
Q: Hi Peter and Team,

Hope you all continue to be safe! Question is on Aritzia's earnings and the market reaction. They seem to have done quite well and same store sales growth looks pretty strong. I initiated the position with the BE portfolio recently but didn't buy all the stock I was supposed to and was looking at adding the rest following the earnings realease.

Your thoughts, please!

Thanks!
'
Read Answer Asked by Marc on June 01, 2020
Q: Stagflation is beginning to be mentioned as a medium term possibility. What sector(s) provide best protection against this and could see growth? Can you recommend an ETF or two (if a handful of individual companies would be better, please recommend a couple instead). Thank you in advance.
Read Answer Asked by John on June 01, 2020
Q: Further to Harrys question on CIPF insurance with brokerage firm. We have 3 acccounts one joint and one in my name and one in spouses name, (1 cash acct, and two TFSA's) Does the one million apply to each account or for all 3 combined.?
I really appreciate your help at all times
Read Answer Asked by Shirley on June 01, 2020
Q: Hello Peter,
If you were starting a new account with 100k and wanted to build a somewhat balanced portfolio of 10 US equities, with a 10 year timeframe, which 10 would you currently choose, including considering current price?
Read Answer Asked by James on June 01, 2020
Q: Hi 5i,
Macys recently announced an offering of $1.3b senior secured notes and judging from share price spike the markets seem to like something about it.
Can you tell me why this happened and if this stock is investable with potential at current price, for a 2 year time horizon. Why/why not?

Thx
Read Answer Asked by jim on June 01, 2020
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