Investment Q&A

Q: I want to sell my all Canadian portion of my portfolio :CSU,CCL.B,BYD.UN,KXS,PBH,NFI,SIS and replace it with similar US stocks.
Please provide mi with possible replacement my Canadian selection
with similar US stocks.
I have already In my US portfolio : TSG,ADBE,SHOP,AMZN,NVDA,SQ,NFLX,MA.

Thanks Andrew

Q: Petrotal is listed on the venture exchange. I understand it is applying to be listed in London. Do you have any further information. How does it look as an investment.
Thank you. PB

Q: Hello 5i,
Can you please comment on Largo Resources (LGO-T). Up near 150% this year including 23% past month. Market cap rapidly expanding towards $2B on volume. Can you share your opinion on the rapid rise and perspective on the strength and quality of LGO and their forward potential. Thanks much as always.

Q: Hi Peter and Ryan, I would like to look at maybe investing in Palladium and or Platinum. Is there a specific company that does just that on our exchange, if not what would be the best way to invest in these two. Thanks, Nick

Q: Which is less likely to be affected by rising rates?

Q: Your thoughts on this healthcare etf. Do you have a preferred?
what would you focus on for a healthcare etf?

Thanks

Q: Could you please comment on ALA.s press release of Sep 26 on their proposed purchase of 50 % of Black swan for $230 million. I was under the impression that ALA was looking to sell non core assets in an effort to reduce dept.

Q: Hello,

I am confused by spb’s decision to sell equity into the market at market prices, over a period of time. Doesn’t this put a ceiling on the stock? And in fact help drive the price lower? Would seem to be a shorter’s dream.

Regards,

Robert

Q: what gives...down14% today....potential share delusion; the reason?

Q: Gentlemen,
I own RHT (now 0.55%, -19%) on margin account.
I own COV (1%, +50%) GUD (1%, -8%), and 2 US ETF, IBB 1%, XBI 1%, on others none margin accounts.
I have cash (1.5%) to add to the HC sector.
Selling RHT, I will have 2% cash to buy.
I want to buy one US growth stock on H.C space.
Which one you suggest today.
Thanks
Best Regards

Q: What are your two picks for a CDN ETF and two picks for a US ETF that covers financials, industrials, resources (and maybe healthcare?) for a very long term hold?

Q: In the answer to question asked by Richard you state that the 2019 EPS for SIS 2019 is 83 cents.
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John

Q: Some ETFs pay a yield that is not supported only by the combined dividend yield of the holdings. FIE is one example. What contributes to an ETF payout?

Q: TFSA and US listed stocks. Recently you recommended SPY a NYSE stock and various other US listed stocks for a TFSA. Is it not true that US listed stocks are not tax exempt? That there is a withholding tax on dividends? An example would be HOT.UN . XSP is in CDN funds and therefore not subject to tax in a TFSA?
Thanks for clarification if I am wrong.

Q: Like other Semis , SWKS has seen high price volatility in the past year. I hold other Semiconductor companies (foundries) in both taxable and non-taxable accounts. Would appreciate your insight with substance, including for example on:
1. Is SWKS more vulnerable to trade tariff tensions between the China and the US?
2. Does it have a wide enough moat? Wider than most others in the semiconductor ‘space’ ?
3. Does it have valuable patents e.g. in 5G or is it just as vulnerable as Micron has been to intellectual property theft by other countries?
4. Would you continue to hold?

Q: I have had LQD for about 2 years and down 5%. I think I would be better of with a GIC. Thoughts?

Q: Good day 5i,

Please may I have your assessment of this company, it’s fundamentals and thoughts on its current low stock price. Is the rate of insider selling here of any reasonable concern? I am also looking at this for a small portfolio position as speculation on possibility of Amazon deciding on DC as its HQ2 locale.

Cheers,

Tim

Q: I have a question about 2672 what is your opinion about this stock now. thanks bill

Q: Hi team,
I just read your reply to Murray on activity in a TFSA and potential CRA thresholds. It causes me some concern. I do most of my trading in my TFSA to maximize my tax-free growth. I am not even close to $500,000 but typically average more than 5 trades per week. My style is to add and trim positions in stocks based on momentum and growth outlook. So, I trim off some of one stock to add a bit more of another. I don’t consider myself a day trader, where someone buys a penny stock or pot stock in the morning and flips it in the afternoon. I am into big cap stocks and do most trading in U.S. tech names (not that it matters). I read various articles that CRA interest would only be triggered by much more trading than 5 per week. So, I have two questions. Is the 5 per week threshold just your personal view or have you seen some evidence of that? Secondly, there must be millions of TFSAs in Canada. How would CRA have access to trading activity?
Thanks again,
dave

Q: When would be a good time to harvest a tax loss with SCL & CBO in a taxable account? And what is your thoughts on rebuying SCL after 30 days?