Investment Q&A

Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave

Q: What is your outlook of communication stocks going forward?
I hold BCE and the stock has been going sideways.
Do you see the stock outperforming in 2021 ?
Thank you

Q: Hello, is CSU still a buy at todays prices ? Or, is there a comparable company you would buy that maybe operates in a different sector but has the same or better growth possibilities ?

Q: I have AC in a loss position. Would DAL or ALK see faster and better recovery than Air Canada over next 12 months?
Thank you

Raj

Q: Hello Team,
Any news behind today's 35% jump? What do you think of the out look? Should I get out or stay in?
Thanks!

Q: Has there been any recent news driving the recent recovery? Thoughts on this company in the near term and longer term?

Q: On Wednesday Gary asked a question about estate taxes on U.S. property/stocks. I'm wondering whether stocks of Canadian dual-listed companies that are held on the U.S. side of an account, or foreign ADRs held in the U.S. account are also considered U.S. property for estate purposes and/or for CRA form 1135.

Q: Does this ETF require CRA T 1135 filing? Do you know where I can look this information up with bothering you?

Thanks for the service you provide.

Ed

Q: Hi held this stock for many years and it is not subject to us withholding tax as it is a Canadian domiciled company
Stan

Q: At the price of just under $60.00 per share would you recommend to buy now or wait to see if there will be a dip in the price. Thanks again

Q: Seems like the stock is going to open much lower in reaction to their latest quarter. May you please comment on their quarter and is it a good entry point? I already hold some NVDA per your strong recommendation, but if I wanted to diversify in the sector.. would QCOM be your second recommendation as of today? Thank you !

Q: Having sold in Dec at a profit, I was wondering about buying back at current levels?

Q: Preface: Luv u guys and the service that you supply so well. Listened to Peter's hedging presentation in the MoneyShow this morning - So valuable!
My non-specific company question is about how you reply to portfolio questions (like Stanley's Q earlier today on behalf of his 40 y.o. daughter's portfolio): Stanley indicated Canadian equity positions of 13%, 19%, and 7.5% for the TOTAL portfolio - Correct? My TOTAL portfolio contains barely more than 10% Canadian equities! It might have positions up to 10% within that 10% allotment, but not 10% of the TOTAL portfolio value. I know that 5i recommends a more global (US and Int'l) weight to TOTAL portfolios, but you rarely mention this when replying to Qs like Stanley's... Is that for brevity, or am I missing the portfolio theory?

Q: Hello Peter, with Alphabet's huge cash hoard and pressure on the company to control expenses, do you expect they might institute a dividend soon? Should they? Would the market reward that decision with a price increase, do you think?
Also, despite paying a premium of several extra dollars when I bought GOOGL (not GOOG) several years ago, I'm chagrined to see that my GOOGL shares now trade at several dollars less. Given that the GOOGL shares have voting rights that the GOOGs don't, I'm a bit puzzled. Do you think the old premium will return at some point?

Q: Own both companies. What are the prospects of both over the next few years. Do you prefer one over the other?
TSteve

Q: TU versus Telus International.

Is Telus going to benefit from Telus
International ?
It remains a Telus subsidiary so will it be some flow of funds to the the Telus ?
In terms of investing in these is investment in Telus would be preferable in your opinion? Thanks.
Miroslaw

Q: Just to confirm my impression about tax treatment of dividend flowing from Canadian based EFTs with US and International focus.
Outside TFSA and RRSP these are treated as income rather then tax favourable dividends?
Canadian focused EFTs dividends are treated as dividends from Canadian stocks?
Thank you,
Miroslaw

Q: Big sell off of boyd today is there any news.

Q: Hello 5i Team,
I have a couple questions where I'd appreciate your expertise.
First, I've been holding BRK.B long term, and even after shaving my position last year, and the year before, due to its performance, it's currently 28% of my total non-registered portfolio. I'd appreciate your thoughts on whether I should continue to pare down my position (it's up 170% at present).
Second, I would like to add some international equities to my overall portfolio. As Scotia iTrade is limited to US and Canada, can you recommend a solid, and cost-effective online brokerage for global markets?
Thank you! Aaron

Q: Maurice asked about QYOU and your answer about insiders perked my interest as I bought a small position today with some play money when it dropped with the bought deal announcement. Can you elaborate who specifically (G Scott Paterson?)

Looking at their executive team and Board Members it seems like they have some massive experience running large media companies... Curt Marvis, former president of Lionsgate Digital, Les Garland - cofounder of MTV and VH1, Glenn Ginnsburg - formerly VP of sales for Walt Disney and MTV, Andy Kaplan - former president of Sony Pictures, Steve Beek - former co-COO of Lionsgate. Seems like a very qualified group to lead a newer media company, would you not agree?

They seem to have the right set of people and are starting to grow audience reach in India specifically. The growth for The Q India (youth oriented channel now available in and on over 650 million homes and devices in India,) since it became BARC (India's "Nielsen") rated less than one year ago makes The Q India the fastest growing Hindi General Entertainment channel in the country on
satellite and cable television. Other areas of possible growth is influencer marketing as well.

Thanks for your time!