Investment Q&A

Q: Hi,
When the Topicus shares become available for purchase, do you recommend them as a buy? Or wait and see?
Thanks

Q: What are your thoughts on PXT? It has dropped over 10% the last several days.

Q: I know this company is very small and in the early stages, but what are you thoughts on Numinus? They are in the alternate health care to treat mental illness, addictions, depression.

Q: Presently the family investments are about 80% Cdn stocks and 20% US stocks....excluding defined benefit pensions.
I would like to increase the US stock portfolio to 30% US stocks, using primarily new cash.

What I'm mulling over, pondering is this - what factors should I consider about taking US stock positions in TFSAs?

One that I'm aware of is that there is no recovery of US taxes withheld on US stocks held in a TFSA.

On the other hand, it seems the overall appreciation of US stocks is better than Cdn stocks, especially in certain sectors.

As the investments in the TFSA are to be held for the long-term, I am inclined to do it....take US stocks positions in the TFSAs.

What say you about doing it?.

Much appreciate your thoughts..........Tom

Q: Peter and His Wonder Team
I realize oil and gas are high risk for numerous reasons. However I am wondering if this trust company may be suitable as a contrarian play. Are they stable in the long run. There dividend is almost 30%...which seems impossible? Even if they cut it in half it would be great. Would it be at least a hold for current owners of the stock? Your assessment and comments would be appreciated. Thank you!

Q: What are your best ideas for growth in Canadian small Cap Companies.

Thanks Valter

Q: Hello 5i,
What will happen to my shares of Genworth? Will they just be retained under another name? Will the dividends still hold? As a 74 year old, value, buy and hold, dividend investor, please advise on the path to take concerning Genworth.
Thank you
Stanely

Q: Could I please have your thoughts on this corporation. The share price has fallen a lot this year but looks as if it might be recovering. RBC suggests ATP is reducing debt and buying back common shares.

Q: Any idea on how Manulife is going to do as an income? The dividend is north of 6% now and seems attractive -- any reasons to think they will cut the dividend if COVID gets worse or would have to cut due to problems around that?

Q: I have owned WFC for a very long time. A shareholder class action law suit finally resulted in a small payout. How is this treated? Is it income or does it reduce the cost of my shares? Thank you for your answer, Cheers

Q: Adyen is described in a recent Forbes article about Baillie Gifford, the Scottish asset managers, as a "Global payments platform. Think Paypal and Square in one." Can you comment on its fundamentals and potential? Thanks!

Q: Thin you missed the BPF.UN monthly dividend reinstatement of 0.065 per month beginning in September.
Ex-date was 21 Oct and payment date is 30 Oct.

Q: As MARKET went down and perhaps will continue for few days what a panic investor like me do?SELL, HOLD, OR SELL HALF?

Q: Do you have any insight on the topic of the real estate holdings of this company? I know they sold an impressive tract of oceanfront property in Greater Vancouver in recent years, and a gas station site next to a Skytrain hub is being converted to a high density apartment project.
I'm unsure if accounting rules still show that real estate is to be carried on the books of a company at the original cost. I'm also wondering what percentage of gas station sites and other land holdings are company-owned or leased by Imperial Oil. Thank you for anything you can offer toward gaining an understanding of these real estate values.

Q: Hello 5i, I am a new DIY dividend investor (switched from mutual funds from various industry advisors). My spouse and I have TFSAs and RRSPs which we have invested in companies traded on the TSX (banks, utilities, etc many of them reference in the portfolios). My question is how do I get USA and international exposure and still stay within the Canadian market; we are not ready for US$ accounts or other international exchanges. I assume the answer is ETFs but I am overwhelmed with the number of choices. Investment timeline is 20+ years and want to focus on dividend growth. Thank you.

Q: Good Morning Peter & Team,

Can I have your opinion on GME please.

Thanks for all you do

gm

Q: PROOFPOINT: Would appreciate your opinion on this company .

John

Q: Good day and happy Friday 5i team. Please give your opinion on TGED. It seems more weighted to large cap technology which interests me. Concern is small assets under admin. In a registered account, primarily for income and safety, a good call or are there better out there?

Q: I/we have held XEI for some years across 2 TFSA accounts and 2 RRIF accounts (a holdover from a past full service investment service at a major bank). Based on original costs we are down 16.65%. This fund has performed badly this year despite some market recovery. I am considering selling a good part of these positions to purchase individual Canadian dividend paying stocks, growth stocks or other ETFs even though we can't realize any tax losses here. Is taking this loss a good idea? Should we hang on? Ideas and comments please. The good news is that, at the same time, we established positions in XSP and IVV which have done well. We are mid stage retirees with good cash flow and aiming to leave a nice legacy for family.

Q: Looking to take a position in these three companies. What is your opinion on each? Take as many credits as required.