Investment Q&A

Q: Just a comment on your advice to Francesco.....if he is looking to deploy the US dollars from his recent trade and is interested in ENB, he would be best to purchase the ENB shares on the US side with the US dollars he has, then transfer the shares to the CND side. This way he avoids all fx charges on the dividend as well as on the trade.
Cheers
Scott

Q: GM, appreciate your insights into MOTG for a either RRSP or TSFSA. If you are aware of something better with a similar approach, would be interested.
Cheers

Q: How do you like Dutch Brothers?

Q: Right after I purchased this e-learning company last week they announced a $200m shareholder dilution. Naturally the stock tanked and I'm down around 25% in less than a week. Yikes-what should I do?

Q: Hi Team,
In regards to SQ, even though this is a fintech company grouped in with the Tech Wreck, is it not also a play on a re-opening economy to an extent? All the little shops it serves should thrive in a post pandemic boom, meaning good business environment for SQ would it not? With SQ back to 2020 levels and cut in half this year this seems like a compelling buy of a blue chip name to me, especially if Tech gains some ground. Can you either confirm or correct my thoughts on this please?
On a seperate note; the nasdaq popped again today after Powell spoke today, after initially falling some. Is it just me or does it seem we are starting to bounce off bottom here with the nasdaq? Thanks for your insight.

Shane.

Q: Hello. I have the above stocks in my TFSA and I have 6000.00 to add. Can you suggest any other stocks to add to this list or should I just add to the existing list? I have a 5-10 year time frame and I'm retired.

Thanks so much,
Louise

Q: I have KXS, CAE, BAM,TOU,AC. Would you recommend to add to some of these stocks or would you recommend to buy different stocks? What stocks would you recommend to buy?

Q: Good morning,

I just sold a US stock in my Non Registered US$ account that was paying dividends in US $ and was subject to a withholding tax.

I'm now considering the purchase of ENB for a solid and good dividend and would appreciate your thoughts on the following:

Q1. Is there any advantage of purchasing ENB in my Can$ Non Registered account over purchasing ENB in my US$ Non Registered account.

Q2. If I buy ENB in my US$ Non Registered account, on the US stock exchange, would ENB:US dividends be taxed as income and subject to a withholding tax?

I thank you and look forward to hearing your sage advice.

Q: Peter and Team. Happy New Year to you all. In December I engaged in some tax loss selling to lower my previous taxable gains on the above noted stocks. The 30 days has passed and I now plan to repurchase some of them to hold for 2 years or so. Can you please rank which of these you consider are the best to re-purchase in my non registered account. Are there any in this list which you suggest I should forgot about. Thanks for your great advise.

Q: I have ERF, LSPD, LSPK, NVEI and WELL in my TFSA. I would like to add one or two more equities to my holdings. What other Canadian stocks only should I consider. Please rank in order of purchase and provide three or four names. Thanks

Q: Hello 5i,
Does VGG pay dividends in Canadian or U.S. dollars. Should I keep it in a U.S. account?
Stanley

Q: Is the Buffett Indicator of any value today. Meaning if it goes above 180% should you rethink your momentum stocks and reduce margin? Buffett indicates that above 200% is dangerous and 120% is now normal. Have these numbers been adjusted in recent years due to quantitative easing and now that the feds have reduced quantitative easing should they be tightened? What do you feel the new normal range is with the feds hawkish change? I know timing the market is never good, but I think reducing margin and removing the gasoline at times should be considered.

Q: For energy exposure, would you have a preference for CAD or US companies.

I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.

Thank you.

Q: Hi Peter and 5i Team
I have held QSR in a RIF and am considering replacing it with KEG or AW. Both have more attractive dividends and seem to be performing better in the present environment. Could you rank in order of preference based on present valuation and future returns. Thanks for all you do.

Q: Thoughts on Humana sell-off and is it a good buying opportunity? Would you favor UNH today? Longterm hold, registered account.
Thank you!

Q: The company issued guidance for 2022 and 2023. This stock seems undervalued and I don't see any analyst coverage. What company would be a good comparable company?

Q: I use covered calls on a small number of US stocks to generate monthly cash flow and I am wondering what you recommend when coming up to an earnings report. Typically I use short duration calls of 1 month.

Is it better to wait for the report or ignore that and write a one month call that would straddle the earnings report? The other possibility, of course, would be to write a very short option to expire just before the earnings report.

I am looking at LMT at the moment but this is more of a "What factors would you consider in deciding in this kind of situation?"

Many thanks

Mike

Q: How do we as investors gauge "capitulation" in the markets. Would you say we are getting close in certain sectors i.e. technology. Thanks for your insight.

Q: Hello, could you please comment on Verde Agritech's recently released 2022 guidance?

Q: WHEN WILL KIRKLAND LAKE GOLD SHARES BECOME AEM SHARES? ALSO, WHAT WILL BE THE WORTH OF 100 KL SHARES IN AEM SHARES?