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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: Hi 5i,
I will use OTEX for my question but any interlisted company with US$ revenue will do say SHOP.
With the CDN$ raising how does this impact canadian share price? Is it possible that this represents a headwind? Wouldn't it be prudent now to journal/convert CDN shares into US shares. If CDN$ strengthens my canadian share values my decline if the company revenue is mostly US$. If CDN$ weakens that is ok I will make bigger profit if i convert back to CDN$. Am I correct?
Read Answer Asked by JR on May 18, 2021
Q: Considering latest volatility and recent sector rotation with rising interest concerns, What would be your top 3 recommendations right now in following sectors for investor with 10+ year time frame. This is for RRSP Growth/balance polio
1. Consumer discretionary/Consumer Cyclical
2. Technology
3. Industrials
4. Financials
5. Materials

Thanks for your valuable guidance
Read Answer Asked by Mahendiali on May 18, 2021
Q: Good morning,

I have some cash and am looking to add more non-Canadian content to my stock portfolio which is 79.5% Canadian stocks. I have only 4.5% in Europe in FEZ (US$) and XEU (C$), and 16% in individual US stocks. I have no emerging markets. I am thinking of adding to XEU because the European market is cheaper than the US and the large number of value stocks in the ETF should benefit from re-opening in Europe. For a balanced investor would it be reasonable to double Europe to 9% by adding to XEU bringing foreign content to 25%?
Read Answer Asked by Ken on May 18, 2021
Q: I hold both in a non-registered account, and I'm always concerned about U.S. companies doing spin-outs, because it invariably requires an 86.1 election with the CRA, because the total value of the spin-out is included in the current year's T5. While the 86.1 election will defer the tax for another time, it requires paper-filing, including a letter with your tax return that explains what you're doing, and I'd rather avoid it if I could. Do you know if the new company that will be created with AT&T's assets will be spun-out to existing AT&T shareholders, or does AT&T just receive the $45B mentioned today, and that is it?
Thanks very much...
Read Answer Asked by Warren on May 18, 2021
Q: I just took a position in NTR because of the recent high prices for crops (corn and such) under the thought that this should drive demand as the farmers should have more cash and a reason to increase acreage planted. Is this a reasonable thought process. If you look at NTR as a trading stock what are the things to look out for to realize the ballgame is almost over and how early (what inning) is it now.
Read Answer Asked by Jerome on May 18, 2021
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