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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: Hello, I recently read in a newspaper that Uber inc. Lyft inc. and Pinterest inc., prepare to go public. Do you know when that will be? I understand they are all US companies and not your focus of interest. Thanks, Gervais
Read Answer Asked by Gervais on February 25, 2019
Q: When the "XTR" etf is part of a non-registered account (not RRSP nor TFSA ) : 1) Are the dividends from any US ETFs included in XTR submitted to a taxation within XTR (so before any payment of dividends by XTR) ? 2) Is it the same for Canadian dividends included in ETFs within XTR? 3) In such case, for US dividends, can this be considered like a “double taxation” at the end? 4) What is the percentage of taxation of dividends from a US ETF included in XTR , if taxed before XTR distributions ? Regards Jean-Yves
Read Answer Asked by Jean-Yves on February 22, 2019
Q: Hi, It was nice to watch Peter's BNN appearance on Wednesday. Very thorough and objective !! And, yes a US stock pick was interesting. Enjoyed the show.
It was also very reassuring to see Constellation Software as a Top Pick, even with the recent bounce. Clearly shows your conviction in this superb company, from the early days. Your comment about memebers' questions, which is the next comparable company with similar attributes - " The next Constellation Software is Constellation Software, itself" confirmed your confidence. We have a large position across all family accounts and have benefitted tremendously over time. Thank You.
My question is - How do we ascertain, if there has been institutional interest/buying of a stock, over certain time period ?
Yesterday, Canaccord Technical Analyst repeated Constellation as a Top Pick and mentioned that they have seen institutional buying and volume going up over past 6-8 weeks, which is healthy and a strong positive indicator.

Thanks again for your insight.
Read Answer Asked by rajeev on February 22, 2019
Q: Hi where would I find a source showing institutional buying/selling please? thanks Rick
Read Answer Asked by Richard on February 22, 2019
Q: My adult daughter (and a 5i member herself) has about $18K put aside to set up an initial position in a new TFSA. She has a 30 year time horizon, is a conservative investor and would probably feel more comfortable with a 'buy and hold' strategy vs trading. She would also tend to favour large and mid cap equities.
Could you please suggest 6-8 stocks that might be appropiate at this time? As an aside she does hold BCE and EMA as DRIPS.
Many thanks.
Read Answer Asked by Kent on February 22, 2019
Q: Hi 5i team,
Canadian financials account for 24% of our portfolio and 2% of this is in MFC in my TFSA account. I've held it for a number of years and I am up 50%. Presently, our total holdings are 60% Canada; 30% US and 10% International. I am thinking of selling MFC and replacing it with a US ETF or a fairly safe growth stock. I only have 1% in healthcare (split evenly between VHT and UNH in TFSA account) and am considering topping up based on MFC sale. Would appreciate your thoughts on this move. Thanks.
Read Answer Asked by Martha on February 22, 2019
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