Investment Q&A

Q: Are the fees for the Portfolio Analytics membership tax deductable?
Not a question, but sharing information. You mentioned fees could be claimed as Carrying Charges. Previously, someone mentioned claiming the fees as Investment Counsel. So far, this has been successful for me. I figure, instead of paying my previous (useless) Advisor about $10K/year, I now receive my advice from 5iResearch.

Q: I currently own Shopify in a non-registered account, with significant gains. Thank you for this recommendation. Do you think it is going to continue with its gains and if so, would it make sense to move it to my TFSA? I will eventually have to take the tax hit on the gains, regardless. I have room in my TFSA to buy it back with the gains that I have made. Thanks

Q: Enghouse wants to buy esp for $1.57 a share. Today the stock price of esp goes to $1.58. Can you explain why please? Thanks.

Q: Is Husky a buy at this price, 52 week long time low. Would also like to know why 5i likes Suncor so much, seems you always mention it when questions are asked about the integrated's. Seems to me Suncor just follows the price of oil.

Q: Hello, wondering what the impact may be to Shop shares in regards to the new stock option taxation change? Thoughts? Thanks

Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.

Q: very curious about this company- what do u think?

Q: Which companies are KXS' key competitors and what competitive advantages might KXS or its competitors have over each other?

Q: $17.28p/p, now 3.5% position. Positive market response to Q results even though missed estimated eps. Is it time for me to add? Thanks for u usual great services & views

Q: I have signed up for the new portfolio tool. I have a Prov Gov't Pension (coming to me in 5 years when I reach 60). How should I add that to my portfolio value/holdings ? I can't seem to find a "symbol" for it ...

Q: Hello 5i,
Great job on the P.A.!! I found it extremely quick and easy to enter my data and will go through the resulting report soon.
One question I have, however, is: can I (or how do I) add our investment in our daughter-in-law's company? It is a private company and it represents slightly over 3% of our total PF. The easiest would be to add the cash value, but then I wouldn't want it categorized as Cash. One of your previous answers alluded to being able to add holdings that fall outside the box, but there were no specifics.
Also, I can't remember if you have a FAQ on the P.A. page or not, but it if not, it might help a bit.
Again, congratulations on a great job!!! Everyone at 5i should feel very proud indeed!!
Cheers,
Mike

Q: I have a few questions about the new Portfolio Analytics service.

1. How does the Portfolio Analytics service differ from the Portfolio Review service that was offered in the past few years?

2. I don't see the Portfolio Review service anymore on your web site. Has it been cancelled?

3. A lot of personal financial information about me would be stored somewhere on your servers. How is this data protected? What is the privacy policy?

4. Has 5i Research ever been hacked?

5. Morningstar has an "Instant X-Ray" tool, which is used by Sunlife where my DCPP is held. Is your tool similar to this X-ray tool, where I can x-ray my portfolio at ANY time myself to get asset class, sector allocation, country weightings, stock style, fixed income style, etc. It's not clear to me that I will be able to do this myself at any time I want, or will I need you to "x-ray" my portfolio for me?

6. Information changes all the time with DRIPs, buy and sell transactions, etc. It would be up to me to keep the information up to date in this system. Every time I do that would I get a new report automatically pointing out over or under allocations, suggestions for improvements etc.? I guess the question is how many times in a year can I get a "second opinion" from this service?

Q: Is there any advantage or disadvantage if I buy any of above stocks to my registered accounts (TFSA,RRIF) on Canadian versus US stock exchange.
What is the better choice and why?
Andrew

Q: With your portfolio analytics you mention in some answers that it will also track portfolios. I'm just trying to grasp to what level. Could this be a replacement for say Yahoo finance, where it would be our go to daily portfolio tracker for up to date gains/losses on holdings, portfolio performance (yearly included), also since most of us will have tfsa, resp, rrsp, non reg holdings, will it give overall performance of all combined? Thanks,

Q: Morning guys:
Which one would you buy right now for a 3 to 5 year hold. I own Trican capital so would first service be the better option.
Thanks
Mark

Q: Morning guys:
I owned this in the past. Would this be a good entry point now for a long term hold.
Thx
Mark

Q: How secure is your site against hackers? I would be concerned about someone accessing info on my holdings. If I try the service and decide its not for me and cancel does that affect my existing subscription?

Q: On Portfolio Analytics, if my understanding is right, you screen all portfolios (TFSAs, RRIFs, US accounts and etc.) then make a total evaluation of the entire portfolios together.

Q: Are the fees for the Portfolio Analytics membership tax deductable

Q: HI how money is this company putting into upgrades of their property's... they seem to be putting a lot of money into building out, and machines etc. from what I have seen. Their customer base are baby Boomers, which is not a grow group.