Investment Q&A

Q: I’m looking for the 5i Team’s stamp of approval to sell Microsoft and buy into CRWD and U.
Obviously MSFT is a solid play but perhaps these two have more growth potential?

Q: I like picking stocks, but I am also looking for a way to automatically invest 10% of my monthly income into some sort of index fund. Do you know what’s the best option for this? Is there a way to achieve this without having to pay a $9.99 transaction fee each time I buy something (RBC direct investing)? Many thanks and happy holidays! Love your service!

Q: Do you think Brookfield Renewable has as much chance for growth as a CAE or WELL in the next 6 months to a year?

Q: Hello, this is in regard of Roy’s comment about the share splits of BEP.UN. I had the exact same situation with a calculated odd number of shares. In my case it has not been rounded up, so I phoned my online broker and they told me that the 0.5 missing share of BEP.UN would be paid in cash. I just check my account and an amount of $24.95 has been deposited. Gervais

Q: I would like your opinion on these 3 stocks. I know HAI has just IPO on Toronto Exchange but has been around for a few years. I notice AT has just had a good run and wonder if I should hold off or if it is a good company, just bite the bullet it shouldn't matter.
Also I notice MGNI is similar to the other 2 is that right?
Could you please rank them in order best to worst. if you were to buy 2 which and why?
Thanks John

Q: Hi
I want to have your outlook on both IIP.UN and CAR.UN post pandemic.
How are their balance sheet during the pandemic? Are they badly impacted during the pandemic or were they able to still get the renters pay their monthly rents.
Which one would you buy between these two now?
Do you think IIP.UN will reach its new high of 18$ in 2021?

thank you

Q: What INFRASTRUCTURE companies would one buy b/c of the joe biden victory?
tnx u.

Q: All things being equal, which stock would you transfer into a TFSA from a cash account. I will have the room in Jan

Q: Greetings and perpetual thanks 5i - TEC is approximately 40% concentrated in the FAANGs and trades in Cdn dollars. Is there another Cdn dollar ETF that has an even higher concentration than TEC?

Q: Holders of the above shares I would like to draw your attention to a quote from the notice of share splits . Quote “Any fractional units/shares to be issued to registered holders as a result of the unit/share splits WILL be rounded up to the nearest whole unit/share” unquote. One could quibble over the words WILL and SHALL.
If you have an even number of shares of the above , your account should show the correct number of shares after the split.
However if you have an odd number of shares you might want to check that the rounding up has been done. For example if you held 201 shares of either of the above you should now have 302.
Calculation:
201 x 1.5 = 301.5 , rounded up gives you 302 shares.
If this isn’t happening for you, you should contact your dealer. Thousands of half shares can amount to a lot of missing shares.
Roy

Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.

Q: Hi,
Following the Dec18 question of Carl on BEP.PR.M, I have a remark about BEP/BIP preferred shares. These are not pure dividend plays. As for BEP/BIP common stock, revenue is a mix of ROC (30%-40%) /dividend and some interest. Could make a difference where you want to hold them, coming tax time…. FYI : Tax links are available for BEP/BIP common and preferred shares at https://bep.brookfield.com/stock-and-distribution/tax-information and https://bip.brookfield.com/stock-and-distribution/tax-information . Cheers to all.

Q: Hi Team,
I am looking to raise cash to buy CRWD. I need to sell/ trim something to raise cash to do this. Out of the following stocks, which would you recommend selling to do this: KXS, DSG, FB, Docu? Or...would you recommend this at all? Note that I currently hold KXS/ FB / Docu in 2 seperate accounts so I would probably only sell half positions in those ones. Thanks for your help!

Q: I am overweight in the Utilities sector and underweight in Materials. I am considering selling some BEPC and using that cash to add to Materials. Is NTR recognized as belonging to Materials in the Portfolio Analytics ? What other suggestions would you have for Materials stocks at this time?
By the way I have found the Portfolio Analytics a great tool for following and planning my investments -Thank you for your great services .

Q: Alimentation Couche-Tard:

In a past question you had indicated that you did not feel this would become a "yield stock" in the future. So I am assuming there is still plenty of runway for this company with their present business model. Or do you think they will need to expand on this model to continue growth ? I know they've entered the Asian market. Perhaps this is their answer (?).

Final question. If shareholders are anxious for an acquisition, do they have an acceptable balance sheet at this time to pull one off in the near term?

Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.

Q: To all members,

If you are low on question credits I am offering to donate some of my credits.
If interested please head to the forums "non investment topics"

Happy Holidays to everyone

Q: While my question involves SBB, it is really more of a general interest question. On Friday Dec. 18, SBB traded over 22 million shares and 20 million of those shares were traded in the last 15 minutes of trading. The 50-day average volume is 764K.

So I went looking for an answer to this anomalous trading and found the following on Sabina's website:

"Sabina is pleased to announce that effective at market close on December 18, 2020, the Company will be added to the GDXJ.

Qualifying for addition to the GDXJ is another benchmark of how Sabina’s successes have translated into share performance and liquidity. Inclusion on this index provides an increased level of validation of the Company to a broader base of institutional investors, bringing additional trading flexibility and value to our Company.

The index initial position in Sabina is estimated at approximately 17M shares."

Clearly, Friday's sky-high volume and SBB's inclusion in GDXJ are related. However, SBB's announcement states it only becomes part of GDXJ AFTER the market closed on Friday. Can you help me to understand how so much trading occurred BEFORE market closing on Friday? Who is coughing up 20 million shares in the last 15 minutes of trading when the entire float is only 326 million shares? Does Van Eck purchase the shares outright or is a middleman involved?

Thank you.

Q: Thanks 5i for your great services all year round. Merry Christmas and Happy New Year. What will be your top 10 small cap growth stocks to be put in a basket?

Q: If I purchased any of these, are they subject to capital gains tax? If I wanted to redeem the physical silver in exchange for the shares, what would the charges be over the spot price? Does the share price follow the spot price dollar for dollar? Wouldn't mind having answers for any questions I haven't thought of.