Investment Q&A

Q: Hello 5i
I am a Canadian citizen and resident. I want to avoid US Estate tax on US stocks.
Which are the Canadian ETF providers that have ETFs containing US stocks?
Should I assume that Canadian branches of US ETF providers would still be vulnerable?
Do you have specific recommendations?
Many thanks for your ongoing great service !

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Read Answer Asked by David on April 24, 2023

• Loop Energy Inc. (LPEN $0.04)
  • $0.04 Cap: $1M
  • View LPEN Profile
  • View Questions on LPEN

Q: I would appreciate an updated opinion on Loop Energy. Thanks!

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Read Answer Asked by Gregory on April 24, 2023

Q: Hi,
In 2021, I had to pay 40K of capital gain. On 2022 I have capital loss of 80K.
Is it possible to apply the carry back to 2021, so I can get my 40K back?
thanks

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Read Answer Asked by Fernando on April 24, 2023

• Perion Network Ltd (PERI $9.30)
  • $9.30 Cap: $413M
  • View PERI Profile
  • View Questions on PERI

Q: Peter; I loved the chart- until this am- did a trader wake up on the wrong side of his bed ? Haha. Thanks.
R

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Read Answer Asked by Rodney on April 24, 2023

• Tamarack Valley Energy Ltd. (TVE $6.24)
  • $6.24 P/E (TTM): 13.15X Cap: $3.15B
  • View TVE Profile
  • View Questions on TVE

Q: I own a basket of energy stocks but among them TVE is the worst performer. Yet it is frequently recommended. Would you give me the rationale for the positive views on this company. Thank you.

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Read Answer Asked by Peter on April 24, 2023

• TFI International Inc. (TFII $126.28)
  • $126.28 P/E (TTM): 20.51X Cap: $10.13B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: TFII report Tuesday. What is general consensus/expected? What does 5i expect? what d you see over the next couple of years. what are the downside risks.

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Read Answer Asked on April 24, 2023

• BMO Aggregate Bond Index ETF (ZAG $14.01)
  • $14.01 Cap: $11.73B
  • View ZAG Profile
  • View Questions on ZAG
• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.39)
  • $23.39 Cap: $6.30B
  • View VAB Profile
  • View Questions on VAB

Q: I keep hearing about the 60/40, 40/60 ratio of what you should be invested in with regards to Stocks and Bonds...

- I have Never held Any Bonds of Any Sort...Just Stocks...

- Please recommend some sort of Bond Investment I can consider that is somewhat safe, but Not ultra conservative...

- I remember when my parents said that Canada Savings Bonds were a good and reliable investment...a vintage memory...

Have a good weekend
Thanks
M

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Read Answer Asked by michael on April 24, 2023

• Viemed Healthcare Inc. (VMD $6.47)
  • $6.47 P/E (TTM): 19.24X Cap: $253M
  • View VMD Profile
  • View Questions on VMD
• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.32B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: i own both well and vmd,both keep hitting 52 week highs which i know you like.i know vmd is the old phm which you did not like, but they seem to have left that behind them.
my question is are you ok with vmd now, well is a billion dollar value , vmd is about 600 million.
dave

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Read Answer Asked by david on April 24, 2023

• Origen Resources Inc. (ORGN $0.08)
  • $0.08 Cap: $2M
  • View ORGN Profile
  • View Questions on ORGN

Q: Sorry the question is for ORGN:US NASDAQ Origin Materials Inc (not orgn:cnx) is potential here long term? ORGN is down 41.5% for the last 12 months. This company is among the least leveraged in its industry, with a debt to total capital ratio of 2.1%. Please provide some of your perspective and analysis. Thank you.

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Read Answer Asked by MG on April 24, 2023

• Booking Holdings Inc. (BKNG $5,081.29)
  • $5,081.29 P/E (TTM): 35.39X Cap: $163.75B
  • View BKNG Profile
  • View Questions on BKNG
• BRP Inc. Subordinate Voting Shares (DOO $87.98)
  • $87.98 Cap: $6.53B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $66.19)
  • $66.19 P/E (TTM): 10.64X Cap: $17.60B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Leon's Furniture Limited (LNF $29.14)
  • $29.14 P/E (TTM): 12.33X Cap: $1.97B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• lululemon athletica inc. (LULU $171.26)
  • $171.26 P/E (TTM): 11.62X Cap: $19.06B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $97.57)
  • $97.57 P/E (TTM): 41.02X Cap: $11.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Crocs Inc. (CROX $81.24)
  • $81.24 P/E (TTM): 22.71X Cap: $4.50B
  • View CROX Profile
  • View Questions on CROX

Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?

5+ years timeframe, high risk, growth-focused in a TFSA.

MG (-30%)
LNF (-22%)

Thank you!

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Read Answer Asked by Stefan on April 24, 2023

Q: In your excellent response to my question re a withdrawal stage senior moving dividend paying stocks to TFSA to allow dividends to grow tax free, you included this:
' ocapital gains, which are still taxed lower for most investors".
Taxes on dividends are paid yearly and capital gains taxed when the stock is sold. So aren't dividend stocks taxed "twice" dividends + capital gains, whereas non dividend stocks are only taxed on capital gains? I know I must be missing something here because the point about dividend tax being lower is a universal one.

For which investors are dividends taxed lower and for whom are they not? thanks for the education!

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Read Answer Asked by M.S. on April 24, 2023

• Canadian Western Bank Non-Cumulative 5-Year Rate Reset First Preferred Shares Series 5 (CWB.PR.B $25.50)
  • $25.50 P/E (TTM): 20.63X Cap: $2.46B
  • View CWB.PR.B Profile
  • View Questions on CWB.PR.B

Q: Why is Canadian Western Bank preferred series B trading so far below its par?

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Read Answer Asked by Paul on April 24, 2023

• Advanced Micro Devices Inc. (AMD $257.88)
  • $257.88 P/E (TTM): 152.62X Cap: $413.56B
  • View AMD Profile
  • View Questions on AMD
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• InMode Ltd. (INMD $14.77)
  • $14.77 Cap: $1.02B
  • View INMD Profile
  • View Questions on INMD

Q: Looking to add two of the three stocks. In which order would you add?

Thanks

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Read Answer Asked by sean on April 24, 2023

• Constellation Software Inc. (CSU $3,700.92)
  • $3,700.92 P/E (TTM): 84.2X Cap: $76.01B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: My small CTS holding is down significantly and not moving, while CSU has a nice gain? Would it recommend to hold CTS or switch to CSU?

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Read Answer Asked by Numa on April 24, 2023

• Advanced Micro Devices Inc. (AMD $257.88)
  • $257.88 P/E (TTM): 152.62X Cap: $413.56B
  • View AMD Profile
  • View Questions on AMD
• Pure Storage Inc. Class A (PSTG $98.47)
  • $98.47 P/E (TTM): 232.33X Cap: $31.88B
  • View PSTG Profile
  • View Questions on PSTG
• Perion Network Ltd (PERI $9.30)
  • $9.30 Cap: $413M
  • View PERI Profile
  • View Questions on PERI
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: How would you rank these stocks for initial investments?

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Read Answer Asked by Gary on April 24, 2023

• Gatekeeper Systems Inc. (GSI $2.65)
  • $2.65 Cap: $270M
  • View GSI Profile
  • View Questions on GSI

Q: Gatekeeper reported good results and stock has reacted well. Would appreciate your thoughts about this company.
Thanks John

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Read Answer Asked by John on April 24, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $244.75)
  • $244.75 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Is SHOP expected to continue doing well in the near term?

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Read Answer Asked by Jim on April 24, 2023

• Canadian Banc Corp. Class A Shares (BK $13.89)
  • $13.89 P/E (TTM): 11.94X Cap: $337M
  • View BK Profile
  • View Questions on BK
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.48)
  • $15.48 P/E (TTM): 9.31X Cap: $1.71B
  • View HMAX Profile
  • View Questions on HMAX

Q: Can you give me the risk level of investing in either of these 2 financial products? Should the yields scare me or is this an opportunity? Looking to put in my income portfolio.

TY.

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Read Answer Asked by Gerald on April 24, 2023

• Nutrien Ltd. (NTR $76.49)
  • $76.49 P/E (TTM): 181.17X Cap: $36.93B
  • View NTR Profile
  • View Questions on NTR

Q: Nutrien looks reasonably priced on several indicators. It has been selected a Top Pick 4 times on BNN over the past 4 months. Why does the share price continue to fall? What in your opinion would be a good entry price?

Thanks for your help,

Mike

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Read Answer Asked by Michael on April 24, 2023

Q: Thinking of opening a Questrade TFSA account. Is it considered as safe as TD Direct investing or other big banks i.e., if the CEO does something stupid and it gets in trouble?? Is there insurance? Thanks as usual. Danny-boy

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Read Answer Asked by Danny-boy on April 24, 2023