Investment Q&A

Q: Everyone, you indicated recently that you will give NVEI two more quarters - I assume to make a decision to sell or buy. But the 50 day MA crossed the 200 day MA. It has recently passed to most recent high with higher highs and higher lows. The chart is giving positive signals. Are you still more cautious or more bullish? Clayton

Q: Motley Fool published its Top 10 stocks to buy now/ as of January

I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.

My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3

Can I have 5i’s perspective please. Thank you.

Q: I just bought BEP.UN in a non-registered account,shall the dividends be " fully taxed" ( equivalent to interest), if not how precisely will they be taxed ? Should I then switch for BEPC ? Thanks..

Q: Can you tell me the difference between buying Amzn:US and buying Amazon.com inc -CDR and which is preferable. Thank you

Q: I have held a position in both BN and BAM for the last few years and considering consolidating into one of the two. Would you recommend one over the other and why?

Thank you

Q: In the past you had a slight preference for BCE over Telus in terms of a long term investment. After the latest results from the 2 companies, do you still have a preference for BCE?

Q: On your site it says that BTB's dividend growth is -100%, which I presume means that it has been cancelled. Is this correct? I can find no corroborating information.

Thank-you,

Q: I have a hard time understanding why there is such a divergence in the price of gold/silver and the prices of the miners. I assume the costs of miners is rising at a faster pace than the commodity?

I also find it curious how much crypto is outperforming the precious metals - the only explanation I can come to is that there are many more hedge funds manipulating the metals where there are less involved in crypto?

Q: I have over 8000 shares of VFV in my NR, up about 50%. I am looking to hold for 20 years and not touch them. Unbeknownst to me when I bought them, I now realize there is a tax disadvantage compared to HXS. How much performance drag will occur from the tax disadvantage, and would it be worth the capital gains tax to sell and switch?

I could sell and incur huge capital gains on these shares, but I am not sure if it would be worth paying the capital gains to sell them and buy HXS.

My alternate plan going forward was to buy HXS with my dividends, instead of VFV.

Q: With the prices of some oil stocks down significantly in the past 6 months, do you think that some of the larger companies (SU, CNQ, etc) would want to take over some of the smaller players at a nice discount? A bit speculative, but can you identify some of the smaller takeover candidates?

Q: Hi

What would you prefer among XEF, ZEA, and VI for a long-term hold for international exposure ex CA and US.

Thanks
Robert

Q: For a RRIF would you be a buyer of either of these companies now. If so which would you prefer.
Also can you suggest 3 or 4 other dividend paying stocks as well. Thank you.

Q: What will be the effect if any to the common shares with mandatory redemption of preferred shares announced late day Friday ?

Q: Hello 5i!

What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?

All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.

Thank you

Q: Do you have any recommendations for investments in companies that may benefit from precision fermentation? As one example of its application, Tony Seba predicts precision fermentation will replace a significant portion of milk production by dairy cows.

Q: I purchased BCE awhile back for its very good dividend and some modest growth, thinking it was more “bond” like.
Now with the recent news I am not so sure this is the case. I am overweight in it and wondering what to do with it, whether to keep it and collect the dividend, or if it would be better to sell it or at least some of it.
I could use the loss to offset some of my gains I guess, but I am unsure what is the best move. I don’t need the money, so would probably reinvest the money in another stock.
I am asking for your advice on this investment.
Thanks so much for your past service, it has always been most helpful.

Q: I’m considering switching from aco.x to cpx to free up cash and maintain total annual dividend amount. Will you please provide opinion regarding the safety of the dividend and long-term capital appreciation. Is there a better company in any sector I should consider at this time to achieve the same objective. Thank you

Q: KXS shares are basically flat over that past four years. Yet the company continues to grow nicely quarter after quarter and the balance sheet is strong. So the fundamentals look really good. This would imply major valuation compression. Can you please comment on the valuation four years ago compared to today? How does the current valuation compare to their industry and software sector?

Thanks.

Q: Hello,
Would you be a buyer ? If yes, at what entry price?
Thanks!

Q: I like the fact that the 5i team discloses your team members US holdings when answering a question. Looking at a large majority of the names performance they are very successful in the returns they produced. Have you tracked your performance at a portfolio level of your holdings in the US against the CDN Balanced and Growth portfolio? Seems like there might be some significant returns to be made in the US based on your holdings. I know 5i does not plan to run a US portfolio for its members but was wondering if you can create a section "Current 5i US Holdings" so we can have a consolidated list? Looking for more alpha to supplement the CDN portfolios as we are all here to grow our wealth so the more we win as community the better.