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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: iTrade has notified me that I must apply for a TIN Number from USA if I trade PTB's or own them. Problem is I have no way of identifying if the stock is a PTP or not. The way I read it that would be all US stocks and the site they send me to (https://www.irs.gov/individuals/international-taxpayer-identificaion-numbers-tin) basically says you need to become a US citizen. I run 3 accounts in in USD, Cash, RIIF ant TFSA. Do I have to abandon US investing??
Read Answer Asked by Burke on June 14, 2023
Q: Dream Industrial REIT seems to be doing very well on its own. I am confused and concerned over how it relates to, and is impacted by, the other Dream offerings (Dream Office, Dream Equity etc.). The market didn't like the Secondary Bought Deal Offering (May 16th) and I'm wondering if there are other such risks with DIR.UN being part of the Dream umbrella. Any insights would be much appreciated.
Read Answer Asked by Toge on June 14, 2023
Q: Further to my question of the other day, are there any AI stocks based in Canada?
Read Answer Asked by Shirley on June 14, 2023
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
Read Answer Asked by Brent on June 14, 2023
Q: Based on the current yield curve, what kinds of maturities should I have for my bond allocation? As the yield curve is currently inverted, and if we expect the yield curve to become normal again, then should I have more short-term bonds to benefit from price increases with short-term yields coming down?
Read Answer Asked by Alexander on June 14, 2023
Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
Read Answer Asked by chris on June 14, 2023
Q: Is there any particular reason for QCOM’s sudden momentum over the past few weeks. I didn’t think its business was specifically in the AI chips. Just wondering if it’s just rallying with the the general rise in the AI-related space. Thanks
Read Answer Asked by Robert on June 14, 2023
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Read Answer Asked by Patrick on June 14, 2023
Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K
Read Answer Asked by Patrick on June 14, 2023
Q: Good Day Team 5i: If I needed to raise cash , Which of these would you advise I sell at current prices ? I am a retired income and growth investor.Tellus down 5%, nutriune break even, and Tc energy break even.
Read Answer Asked by Larry on June 14, 2023
Q: I am looking at either EIF or PKI for a long term hold in my RRIF. Solid dividend coverage and a growing dividend with present yield of at least 4% is required. Which would you recommend ?Do you have any other suggestions of Canadian companies other than your Income Portfolio Model? Thanks. Derek
Read Answer Asked by Derek on June 14, 2023
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