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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,

Under your analytics tool, it's clear that I am too heavily weighted to Canadian stocks. To solve that problem, I'd like to get some US cash to purchase more US stocks. To do that, I'd like to use Norbert's Gambit.

I'm also overweight Canadian financial stocks so my thought is to sell my, for example, TD stock on the US dollar side of my RRSP account to get the US cash.
I would then buy GOOG or some other strong tech stocks as I'm currently underweight tech.

Based on what I've read about Norbert's Gambit, it's often suggested to buy DLR on the Canadian side and then sell DLR.U on the US side to get your US cash.

My question is - as I already have some stocks that are dual listed, such as TD, can I simply sell them on the US side of my account rather than buying the DLR and going that route. Does that make sense?

Thanks so much. Great service for the average Canadian.
Read Answer Asked by Robert on May 10, 2021
Q: Hello 5i,
I have just completed three very detailed posts about performing Norbert's Gambit using RBC Direct Investing. (For Peter who had asked the Question sometime in the past week or so). I have tried to be as diligent as possible but there is always the chance that I have made an error or omission - which I also noted in the post.
I know you do not normally monitor the Forums, but in this instance I was wondering if you would like to review the post for accuracy if you have someone on staff who is knowledgeable about the process? If not, that is fine, but I just wanted to give you a "head's up" about this in case any further questions arise from my Forum posts.
Thanks for providing the members with the Forums - they are an awesome, albeit underused, resource!!!
Cheers,
Mike
Read Answer Asked by Mike on May 10, 2021
Q: Good morning. I bought 400 hundred shares just under 50.00 last October. Watched it rise like a rocket and sold 325 shares prior to the split and boughtmore Apple and MSFT. It's now trading around 30.00. Not sure why it's in the penalty box even with the current rotation underway. Can you enlighten me as to why? Do I stay the course or sell same ? Thanks David
Read Answer Asked by David on May 10, 2021
Q: Lately, I've been researching companies that sell their products or services directly to consumers such as Angi, Pinterest, Fiverr and Pelaton to name a few. I dig up at least a dozen articles and opinion pieces from various investment-related websites, including yours truly, 5i Research. In the case of the above-mentioned companies, there hasn't been much in the way of negative facts that would lead me to take a pass on any of the above companies,. But, when I go to review websites such as TrustPilot, etc., the percentage of negative comments from consumers of these products or services is extremely high, anywhere from 20% to 70% with ratings of 0 or 1 star. More worrisome is the fact that the number of reviews is in the hundreds which leads me to think that the negative comments do not originate solely from competitors. How much importance would you give these reviews when weighing the pros and cons of an investment in a consumer-facing company?
Robert
Read Answer Asked by Robert on May 10, 2021
Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.

RAK
Read Answer Asked by bob on May 10, 2021
Q: Hi 5i Team
I would like to add to my positions in each of these holdings . In which order would you
add at this time?
Thanks, Gary
Read Answer Asked by Gary on May 10, 2021
Q: Good Morning 5i Team,

In your response to a recent question asked about your thoughts on Buffet and Lee-Chin's cash hordes and how much cash to hold in the current environment, part of your response was "Investors are not used to rising rates, and we think some protection is needed. Not necessary in terms of cash but in terms of some portfolio adjustments to companies less susceptible to higher rates (i.e. value stocks over expensive growth stocks). Growth stocks can still do well in a rising economy, but companies with valuations at 15 to 20X sales would see an adjustment with higher rates (of course this has already partially occurred this year). "

I am in the camp needing to make some adjustments, and I'm wondering if you could suggest several U.S. and Canadian stocks that you see as attractive "value" plays at this time.

Thanks very much,
Brad

Read Answer Asked by Bradley on May 10, 2021
Q: Have had this for 3 years and even on it as we speak, probably should have taken my profit when it was at its high recently but am not sure what is around the corner for them down south and in its home market.
Would appreciate your expert analysis over the next year or two. Is it a buy,sell or hold. Thanx as usual.
Gary
Read Answer Asked by Gary on May 10, 2021
Q: Hi 5i,

Should we invest into the BRK.B, since now the record high? Do you happy with the Q1 and coming future Q? Kindly advise, I am thinking to exchange some US (since the CAD is high now) to buy this stock for TSFA.
Read Answer Asked by kwokwai on May 10, 2021
Q: For long term investors, which is better ; monthly dividends or quarterly dividends. Or is it like stock splits where it makes no difference. Tnx.
Read Answer Asked by Jacques on May 10, 2021
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