Investment Q&A

Q: How does 5i develop recommendations on geographical equity allocation. 5i recommends 25% Canada, 40% USA and 35% International for me. Is this the same for everyone or is this based on my risk tolerance?

Q: Would you swap a position in CGI for ACN ( I hold in a registered account)? CGI's price appreciation has been underwhelming over the past 5 years compared to ACN.
Anything in particular about ACN's services or management quality that allows it to dominate CGI?

Q: Everyone.
I am looking for the current number of shares held by institutions and insiders. I can find data to the end of September or some in October. When does insiders and institutions report the number of shares they hold on LSPD?
Clayton

Q: Charitable Donations. We checked our cash account at Questrade on Friday regarding charitable donations of a Canadian security made to charities. We discovered that a fee of $25 per donation had been charged. We contacted the broker to complain and the first agent and supervisor both said that it couldn't be waived although we were offered one free trade for each donation. We then followed up with an email to the CEO of Questrade, Edward Kholodenko to complain about the fee and cc'd Rob Carrick, John Heinzl and Tim Cestnick of the Globe and Jamie Golombek of the Financial Post. Jamie Golombek got back to us to indicate that CIBC did not charge a fee for the same donation.

Post only if you think others would be interested.

Q: Peter and Co.,

I simply want to wish Peter and all his staff a wonderful Christmas season. We, members are very fortunate to be able to learn on a daily basis from people who's knowledge is off the charts and who really care about our personal financial situation.

Paul

Q: I am looking for a fourth reit for my real estate portfolio, but have a strong interest in L. Could L be considered a real estate investment?

Q: Regarding the answer to my question with respect to Nortel and the tech decline received Saturday @ 3:49 a.m., my family held stock in Nortel and I am very appreciative with respect to the detailed and quality of the answer to my question. Myself and probably many others had concerns with the Nasdaq doing what it has been doing lately and your perfectly explained answer made me feel a lot more comfortable. I guess you were working late due to the timing of the answer. Thanks again,

Q: How do you like BIGC at these levels and its future prospects. Would you buy?

Q: Hi 5i,

What would be the best ways to participate in a nuclear energy revival? What would you pick outside the usual material companies? (suppliers, engineering, infrastructure?)

Happy holidays to you all!

Wayne

Q: Hello 5i
I want to re arrange my TFSA and seek your advice, I own a lot of Topicus in my TFSA and have been considering selling it to buy something else, for two reasons. First, it is close to CSU and I have a lot of that, too. so, I would like to delute that concentration. Also, I want a US company with high premiums that I can sell options on. My preference would be Nvidia. But, because Topicus has gone down so much, lately, I would like to get someting good that has gone down as much as it. Therefore I was looking mostly at Square. APPs might give me a faster ride. < in both directions, thought!> but Square might be more reliable for a retired person. Appreciate any suggestions and, as always, respect and value your judgement

Q: Hi, Would XTR and VGRO compliment each other in an RSP totaling about thirty percent of the portfolio, thanks?

Q: Is Vertex Pharmaceuticals Incorporated a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: which ark ETFs would you recommend and how risky are they if willing to hold for several years?

Q: What are your thoughts on housing (I read that the average price is now $720,000 in Canada. If you could address thoughts on the rental market, reits, and single family dwellings it would be appreciated. Thx

Q: In general, what would be a good yearly return on investment in the stock market, and what do you expect for 2022

Q: What are your top 10 total US and Canadian stocks in the current market value? Also is it a good time to purchase NBLY at current value? Thanks

Q: What percentage of their earnings comes from the brokerage side of the business? In your opinion what effect will National Banks decision to reduce commissions to zero at their discount brokerage have on their earnings?

Q: With the recent pullback and the seemingly never ending concerns around inflation and interest rates, what 5 US and CAD positions do you see as oversold with excellent upside potential in the short term right now?

Q: SC & MC especially high growth tech cos with no profit have been hammered recently, Today even the big techs were attacked. Now that the Fed stated that it will increase tapering of monthly purchase & rate hike(s) likely sooner than later. Uncertainity is cleared up for now. So is it time to sell the high growth stocks with no profit like my aforementioned holdings. Would appreciate u views on each of them.All in the non registered a/c so can be tax loss selling to offset capital gains. Txs for u usual great services & views.

Q: please list your 5 favourite Canadian small caps that are currently profitable and forecast to continue be profitable in 2022 thanks Richard