Investment Q&A

Q: Brad asked a question on April 7th about phantom distributions. It is worth checking your investment statement to ensure they increase the ACB for capital gains. I have found it is not always done and investment houses don't always understand the proper procedure.

Paul

Q: Please comment on the Bought Deal at $39.40 & its impact..Thanks for U usual great services & views.

Q: Good morning 5i
A question regarding the tax status when an option is closed out by buying it back before expiration date. I believe that amount would be credited as a capital loss, if the underlying stock was not sold. Am i right on this assumption?
Thanks

Q: Hello, we have a 1.5% position in Topicus ( spin off shares and some addition around $62 ). Share price has shot up, almost every day, in your words, the scarcity value being one of the reasons. What would be a reasonable price range to add, on a pull back, if it ever happens, in near term ? Thank You

Q: I am wondering if it is a good idea to still buy TOI? I fortunatly did buy some more a while back. But, I have some money in my TFSA with which I was planning to buy TOI...when it went down a bit. Well, up seven percent today. Up over fifty percent since I first bought. Can it keep going up like this? Better to look elsewhere to place this money?
thanks

Q: This stock has quite a run up do u know the cause of run up? Wondering if I should continue to hold since I am up significantly on the position. Thanks Clare

Q: I will have to claim USA 10K profit in CDN dollars so my question is I already paid taxes on $10k. If I decide to convert all my USA holding to CDN dollars will I end up paying double taxes? Plus how do I calculate USA dollar cost on my profit?

Thanks for the 5i research - I have reduced my losses to almost zero.

Thanks for the great service.

Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.

Q: I hold 2,000 shares of BPY.UN in my RRIF. Is there any indication as to the yield on the BPY Preferred units (0.7268 per BPY.UN unit) will be? I need a high cash flow to meet the required annual withdrawal from the RRIF. If I sell the BPY.UN shares where can I find a similar yield for my RRIF?
Brookfield plans to start a Global Impact Fund. Are there any details available and when is expected to open?

Q: I have been looking at these two ETFs. The top 10 holdings in VDY look like buy and hold companies. It seems a bit heavy on banks so really wondering about your short-term outlook on CDN banks for the rest of the year?

HGRO has had a good run in 2020 and certainly not expecting as spectacular in 2021, but do you think it will continue to do reasonably well (your thoughts would be greatly appreciated please? I realize you do not have a crystal ball).

Do you think the combo of these two would be a good idea say 50:50? The idea would be for growth as remainder of portfolio is with you balanced ETF model portfolio.

Thanks so much.

Q: hello financial gurus
what will be the total cash distribution for unit holders of AW.UN on
the 15th of april
alp
jacques

Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.

Q: What are your thoughts on this company as an investment?

Q: Hi team,

Can you comment on this company's business model and strategy?

What do you think of its valuation and prospects going forward?

Thanks,

Q: Can I please get your thoughts on Renewable Energy Group? Thanks

Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian

Q: Looking for a diversifier for a portfolio that currently skews toward Tech. Could I have any up-dated thoughts on NOA post most recent Feb/21 earnings ?
Thank-you.

Q: In answering another question you indicated price appreciation was likely already baked in for MRNA however at 6x earnings, a huge cash position, people not willing to get vaccines and the probability of ongoing covid variants, is this stock not a screaming buy? Your analysis please.

Q: A computer science friend of my in Israel mentioned Playtika (PLTK) a recent IPO involved in game development. Apparently it has a very capable team. Can you offer your view on the company.
Your insight is much appreciated, Peter

Q: I have an RESP for our 3 year old son that we opened a couple years ago. Current value is about $35K and comprised of BCE, BIPC and ENB in about equal values plus a slightly higher amount in BPY.UN. Thinking about selling BPY now deal with BAM is finalized and considering adding a couple of more growth oriented companies as focus was more dividend/stability before. Cdn or US stocks or ETF's are fine as options.