Investment Q&A

Q: Re: Grant's Friday question about reducing the tax liability for his CCPC.

Instead of changing the investments, another option to consider would be to purchase corporate life insurance which can be the vehicle to pay that tax bill. And the life insurance premiums can be paid with corporate dollars, not personal after-tax dollars.
Just looking at it through a different lens here.

Q: Mgni is at all time high, would you buy at current price? Thanks

Q: Would you buy HAI at current price ? Thanks

Q: Good morning,
I currently hold some US stocks (AMZN, CRWD, U, etc) in my non-registered Canadian dollar investment account because it allows me to use both currencies. I'm aware that you far prefer US stocks in a US dollar investment account for reasons that make good sense.
My question is: If I were to open a non-registered US dollar investment account and then transfer my American stocks into it, would they be subject to capital gains during the process?
Thank you to every one at 5i, and stay safe!

Q: I currently own some ARKG and CRSP. If you were to buy a few more individual stocks in this space and had a long term time frame and high risk tolerance what would you buy?

Q: I believe MITK earnings are coming out later this week and I’m wondering what your opinion is on picking up a small position before earnings and possibly adding to it after earnings. Do you feel earnings could be better than estimates and maybe it makes more sense to buy a larger position before they come out or just wait and buy after we see the results of their earnings.
Thanks John

Q: I’m thinking of buying a position in TRP, for my TFSA. Now that the dust has settled on Keystone I am thinking it seems like a good buy, with a good dividend and the likelihood of an upward movement.

What are your thoughts about this purchase or do you have another company that might fit better into the same scenario for my TFSA.

Thanks John

Q: Any idea why such a big move with this company on Friday. I own a small position and could not find any news. I’m wondering whether I should add to it or should I wait?
Thanks John

Q: Hi, purely in terms of relative dividend security could you please rank the above blue chips companies over the next 5-10 years.Thanks.

Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: I am looking for a Canadian emerging market ETF that does not include China (or has only a small proportion) and considers ESG factors. My thinking is that China has already had a pretty good run but other emerging markets have more room for growth. So far I have found EMXC, XSOE, SUES and SUJS which might be suitable. Can you recommend an ETF? and Can you tell me if my thinking makes sense?
as usual, thanks for your help
(sorry if I posted this twice. my computer shut down as i was sending)

Q: I know that you are not a fan of this company. Have you looked at it after there last quarter. To me it just looks like where we will do things in the future and how. Seems to do more than a Uber and a DoorDash. Could it be something in the future like when Amazon and Tesla and everybody told us not to touch them in there early days? Too much debt, no earnings, over valued, to much risk. What do you think?
Thanks Again

Q: I'm hearing a lot more talk about the electrical distribution system and overall infrastructure and how we need to upgrade to handle the greening of the world. Thoughts on companies that will be involved. picks and shovel type. Copper?

Thanks for all you do.

Q: Hi Team,
Any news behind 11% jump today? and could you tell us what are the risks with PLTR?
Thanks!

Q: Hi:
Did I misunderstand the answer to ? asked a few days ago about BIP-UN.TO? Is it eligible for the Cdn Div Tax Credit for a Cdn citizen?
Thanks: Jerry

Q: FFH is down significantly today-any reason for the drop. Is it a buy hold or sell
Thanks

Q: Can you comment on recent news and thoughts going forward for this company.

Thanks

Q: hi guys now that Biden has cancelled the keystone pipe line shall I still hang on to these stocks I have a lol of arx thanks larry

Q: Can you comment on Orezone's $182M financing? Is it positive to the company or they have problem to survive?

Thanks