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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: Hello 5i team,
Could you give a few ETFs and/or Mutual Funds about Science and Technology and one that tracks the Nasdaq in CAD$ or US$
Thanks,
Antoine
Read Answer Asked by Antoine on July 14, 2020
Q: Asking for a retiree in their early 70s -- Need some Canadian Dividend stocks mainly for income. If you an provide 3 that is safe that'll be great!
Read Answer Asked by Eugene on July 14, 2020
Q: I sent a question on Friday about DocuSign, but maybe it didn’t go through.

With some 70% market share, I know DocuSign is the clear leader in the e-signature business. But their long term play is their Agreement Cloud platform, which seems to be tackling everything that comes before and after the signing portion of a contract as well.

What’s your opinion of DocuSign in this area of the business for long term growth? Who are their competitors here and do you know their market share on this aspect? It’s not as obvious as just the e-signature business, perhaps because it’s still a new field.

Thanks for your great service.
Read Answer Asked by Laxmyharan on July 14, 2020
Q: A couple comments and a question with regards to FLTR/PDYPF
- I deal with TD Watwerhouse and when the shares had still not settled in my account I questioned it and just received the following response -" Thank you for your inquiry, kindly note that the event between Stars group and Flutter is currently still under processing, we have received the certificates from the overseas Transfer Agents and have begun the physical settlement process to clear the certificates with our UK custodian (typically up to 6 weeks). The Safekeeping will be place on the security until clearing has been completed." THIS IS A LOOOOONG process
- they told me that if I keep the shares in my CND account they are held as FLTR and trade on the LSE in GBP. When I sell the shares I do so with their international desk an would pay $250+ for the trade and it would go through 2 currency conversions - GBP to US $ to CND $
- if I move the shares over to my US side the shares are converted to PDPYF, costs $9.99/trade and everything remains in US$, no currency conversion fees. Caution when selling however, volume is low so always set a price, never a market order
- I never received compensation for the fractional share.....I am assuming this will happen when the shares finally settle but wondered if any has seen the fractional shares settle in their account???
- they told me that the sale of TSGI to FLTR was a taxable event and the new BV of the FLTR will be the value of the stock at the time of the closing. Is that correct??? I did not realize it was a taxable event.

Thanks for any clarification

Scott
Read Answer Asked by Scott on July 14, 2020
Q: Hello there!

Which stocks would you suggest for industrial sector exposure? Can you name maybe 2 canadian and 2 US stocks and rank it, your favorite first?

Thank you

Frank
Read Answer Asked by Francois on July 14, 2020
Q: Thanks for your great service during these tough times. Also, great talk at the Money Show! Portfolio Analytics says I need to increase my real estate exposure. I am looking at COR and was wondering how does this company grow? Could one expect its growth to be heightened with the world becoming more and more digital?
Read Answer Asked by Justin on July 14, 2020
Q: I currently hold MSFT and AAPL in all of my portfolios - I am thinking about adding GOOG to each as well - would you suggest I top up MSFT and AAPL or add a new position with GOOG - your opinion is greatly appreciated.

thanks
Read Answer Asked by JOHN on July 14, 2020
Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo
Read Answer Asked by Carlo on July 14, 2020
Q: Please advise of the risk in buying otc/pink sheet stocks. Thanks, Bill
Read Answer Asked by Bill on July 14, 2020
Q: Retired dividend-income investor with minimal healthcare exposure (2% of equities). If I wanted to increase my health care exposure via an ETF and receive a dividend, which ETF would you chose? Which type of account would you buy them in...RRSP, TFSA or Cash (I'm thinking about income tax implications and USA withholding issues)? In a previous comparison, you indicated you preferred LIFE over HHL, although in another question you preferred XHC overall. I am sitting on roughly 8% cash and currently think I may wait for 2nd Qtr earnings to unfold, or possibly wait until the USA election...I know this is market timing, but I just don't trust where we are at right now. Once Q2 earnings are in, I might invest the $/month over the next 6 months strategy.

So, which ETF would you choose and would you wait for Q2 earnings to be done?

Thanks...Steve
Read Answer Asked by Stephen on July 14, 2020
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