Investment Q&A

Q: Hi 5i.
Thanks for your continuing great service.

I am trying to find a way to hold US stocks without being subject to US Estate Tax or the need for T1135 tracking.

Are CDRs on US stocks subject to US Estate Tax?

Are CDRs on US stocks subject to T1135 reporting?

Are there other vehicles, besides selected Canadian- company-managed ETFs, that enable ownership of US stocks without exposure to US Estate Tax or T1135 exposure?

Which Canadian companies managing US stock EFTs are not subject to these issues?

Are the Canadian branches of US companies that manage US stock EFTs deemed by CRA to be US or Canadian?

Any additional comments or suggestions that you may have on these topics would be greatly appreciated.

Please deduct as many question credits as appropriate.

Many thanks !

Q: Hi 5i Team - I hold shares in Enthusiast Gaming. Besides continuing to hold I would like to add another stock in the same space. I am looking to add Brag and Penn. Do you have a preference over these two. Also do have any other recommendations in the gaming and/or e-sports space, especially in the small and mid caps. Thanks.

Q: Your opinions please on Vitalhub following their latest quarter.
Thank you

Q: Hello,
Have the earning been consistent and are they still on there long term growth plan.
If positive, would it be good to add to one's position since the yield seem to be solid.
Thank you
Ed

Q: This fund which was a great fund years ago will shortly be converted into a lower MER fund which I appreciate. However, this got me to look closer at recent performance which I don't think has been very good. I am considering switching it to something else. Can you recommend an ETF or another fund that would be a good replacement. We don't have a lot of foreign exposure other than this fund and a Mawer fund (MAW102) but we are otherwise very diversified in individual stocks.

Q: Hi Team,
It looks like the US aiming at "information network war" would these two company benefit ?
Your thought is highly appreciated !
Thanks as always,
Tak

Q: Hi, Richards Packaging stock has been weak for several months and price decline has not abated, despite relatively decent results, recently. Could you assign the reasons for negative sentiment. Based on your last assessment, valuation seems to have come to down to a reasonable level, but stock does not show any traction. Is it worth holding for income - 2.75% dividend yield, or you see further downside risk (price) ? We are retired, with a large holding, about 6.5%, even after price deterioration, with an ACB of about $40. Thanks

Q: Hi Peter and Staff

In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.

I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"

Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.

Thanks for all you do

Dennis

Q: Hi Peter and Staff

The above 5 stocks are all small positions in my Industrial basket. All are in negative territory. I have held stocks that I wish I had sold due to opportunity cost and sold several that I regretted when they bounced sharply. I have zero issues holding a lot of stocks in my basket if the risk/reward justifies it. However if there are one or more of the 5 that clearly have better prospects going forward I should be smart enough to sell some and add to others. My positions in the favorites ATA,WSP,TRI and TFII are where I would like them.

Thoughts?

Thanks for all you do

Dennis

Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do
Dennis

Q: Dear 5i team.

Further to Cyril's question where you "hand selected a few of your favs from the three portfolios", is this a diversified enough list to put a small ETF portfolio together based on? Can you suggest which ETFs may be appropriate?

I recently upgraded to include your ETF portfolios. Can you "handpick your favs" in these given the current market backdrop, risks, and opportunities ahead?

Many thanks.

Q: Hi 5i,
There are two symbols for dividend 15 split core they show up as DFN and DF .... DF pays a higher dividend. Could you explain the difference between the two and if there is a difference or advantage of one over the other.
How do you see their dividend going forward. I am looking for relatively safe income for a small position.

Any other suggestion in this category

Thanks
Jim

Q: Hi folks
BMO Investorline's chart for DXCM is completely different than your chart? Can you explain please. Your chart shows huge jump in price on about March 25th. Is this correct? Is there still room for gain? Would you BUY now? My Health sector weight is 4.55% which is down from its high due to the market of course. (ZTS, PFE, GH, VEEV, BNTX)
Much thanks for keeping me well on track through the ups and downs for about 8 years now..I recommend you often.

Q: Hello, Should i hold onto to LGO based on its current price on the basis there is decent potential in the next 1-2 years? Sadly I bought this one based on hype, which is thinning my patience. Thank you..

Q: Hello, I am up 50% on this stock. Is there good mid to long term potential with this stock at this current price? I am also trying to reduce my portfolio volatility. For example, AW.UN is low volatility to me, whereas EGLX is high volatility. I would be happy to hold SCL if you think this stock has mid to long term potential and with volatility that leans towards AW.UN than EGLX. Thank you.

Q: I have owned a few perpetual preferreds for quite a few years. Now that interest rates are going up, some of them (particularly the ones with Canadian Utilities) have been declining. I should have sold them earlier this year but did not. What do you think perpetual preferreds will do in the coming year?

Q: Would you be able to comment on today's news release? Thanks in advance. - Jeff

Q: Another note about U.K. ADRs We have held AZN for many years, as mentioned earlier there is no withholding tax, however there is a small ADR fee charged. We record it as an accounting fee to CRA and so far there has been no disagreement.

Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.

Q: Looking for 2 companies to gain exposure to silver. One that is large and established, and a second that has greater leverage to upside movements in the silver price. Wondering what your choices would be.

Thanks