Investment Q&A

Q: Any reason for the drop today in a very bullish market?


Sheldon

Q: with wimi, reporting such good numbers today, what r ur opinion on art going foward as they both seems to b in the same space,

Q: Hi 5i Team - I have shares of ECN in both my non-registered and TFSA accounts. Could you tell me if the special dividend of $7.50 will be treated by Revenue Canada as a regular dividend by a Canadian corporation. If so then there will be a percentage added to the amount of dividend for total income purposes which could affect my marginal tax rate. Is it better then to move the non-registered shares into my TFSA (in spite of the dividend tax credit) which will trigger a capital gains of 50% of the profit. Thanks as always for the great service!

Q: New IPO - D2L coming out next month. Your opinion ? Better than DCBO ? Thanks

Q: Hello 5i
Could I have your assessment of GPI please?
What are the pros and cons of investing in this company?
Thank you
Dave

Q: What would be better buy today and why?

Thank you,
Milan

Q: Very recently Robert Pace, Chairman of the Board at CNR, bought 50,000 shares of CNR at $152.55. Today the stock is trading at a little over 3% less per share. How much would you let this information influence a purchase decision on the stock at this time.

As always, thanks for your word of wisdom.

Q: Between PBH and DOL, which do you like better for long term growth?

Q: Good morning, 5 i team!

Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!

Q: At $0.23 is this stock oversold? In August 5i commented that the quarter was decent but investors were frustrated with lack of orders. On Sept 7th MRS annonced a BPA but the stock continues to drop. Thoughts?

Q: Hi 5i Team,

I have approx. $100k USD of capital to deploy to a portfolio with a 3 to 5 year hold outlook with a focus on High Growth. Comfortable with higher risk.

I’d like to have meaningful position sizing so want to limit the # of stocks to 4.

The pool I am considering is COIN, SI, ROKU, NVDA, SHOP, AFRM, SQ, CRWD, and ZM.

My inclination so far is to go:
45% - NVDA – This just seemed like a must own to me. Semiconductor exposure in a supply-short environment along with the multitude of other things they support – AI, Gaming, Genomic sequencing etc. Hard to see how they won’t be over a trillion dollar market cap especially if the ARM acquisition is go (Risk factor).

25% - AFRM – BNPL adoption in North America is far behind that of Europe/APAC and I like AFRMs positioning as a consumer first proposition with transparency and AI with strong partnerships with AMZN, AAPL Canada and SHOP.

20% - COIN – Continued adoption of Crypto. Would use this as a proxy instead of going with ETFs/Fund exposure

15% - CRWD (Valuation risk so smallest position, but cybersecurity industry hasn’t matured yet with lots of runway remaining for a stock with strong MOAT)

I decided against SHOP due to how much growth they've already seen and potential impact on consumer spend from an inflationary environment.

Could you comment your thoughts / advice on the above? Any stocks that you would switch out or position sizing you’d recommend to reconsider?

Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you

Q: ZIP IPOed recently, and I wonder what your thoughts on it are? I worry that it may not have much of a moat compared to larger job board Indeed, but it seems to be growing very fast, and may be a great idea for the post-pandemic recovery, especially since so many people are changing jobs right now. What are the strengths/weaknesses and risks that you see?

Q: Hello Peter,

Have you been able to assess the probability of the US and Canada raising capital gains inclusion rate to 75%? If so, what is the impact to dividend and growth stocks?

If this does look imminent what would be the strategy to address a potential 10%-15% decline for Non-registered, RRSP, and TFSA accounts? We are almost retired and do not have 10-15 years of investment time for the effect of this change to balance out.


Cheers,
Jerry and Debbie

Q: your thought on this company, nxo, its up almost 200% in the last couple of weeks, also ntar, with the lockdown just about lifted, how do u c this one going foward,

Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke

Q: I think there may be an opportunity in china and would like to purchase CQQQ as I could use some more international exposure . In my US RRSP I would need to sell either ROKU or MITK. Which stock do you think has more upside between these two?
Dave

Q: Hi,
Is there a decent "healthcare" ETF that you can recommend that trades in Canada - but which can hold some or all of Canadian, US, or global healthcare stocks? I'm finding it difficult to hit my healthcare weighting.

Thanks
Robert

Q: In a recent answer you were ok with BAM.A up to 10% of portfolio. Does that mean 10% of total stock holdings or 10% of all investable assets(including bonds , GIC’s). Are there any other Canadian stocks which you have similar conviction? Thx

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.