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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: Dear 5i,

I wish to purchase the following US listed ETF's;
VGT, VIG, ARKK, ARKW

Can they be held in a TFSA and NonReg account?
Is there a rule of thumb one can use to determine the eligibility of other US listed ETF's?
Who will provide me with the year-end tax statement for the NonReg account? Is it the online broker or the ETF provider? In this case TD Direct Investing or Vanguard and Ark?

thanks
Read Answer Asked by Ian on May 21, 2020
Q: Hi folks, in Q1 results just released, I noticed that Curaleaf has total assets of $1.296B...but Goodwill has increased to $181.465M, and Intangible assets net has increased to $392.342M. Quick math Goodwill app 14% & Intangibles app 30% of total assets. This marks an increase in % from previous Q from app 9% & 25%. Is the increase good...or a red flag...as I thought both Goodwill & Intangibles were negative/bad for company. Could U please explain & clarify so I can understand better. Also, did Q results looks of, and would cura/c be Buy,Hold,Sell. Thanks as always, jb Piedmont QC
Read Answer Asked by John on May 21, 2020
Q: When calculating a company's dividend payout ratio, I have seen some analysts use earnings while others use free cash flow. What is the difference between the two metrics, and which one gives a better picture of a company's ability to fund its dividend.
Read Answer Asked by Jay on May 21, 2020
Q: As my hedge against what I believed would be the possible decline of the U.S. dollar as the U.S.A. issued more and more debt, gold producers K and NGT have come to represent roughly 5% of my portfolio. With the uncertainty caused by Covid-19, K and NGT have increased in value nicely and have served as a useful hedge against declines elsewhere in my portfolio. Now with all the government assistance, I believe that government balance sheets everywhere will be seriously strained, but as this is a worldwide phenomenon perhaps the U.S. dollar will not fare so badly against the rest of the world. Is it time to take profits in K and NGT ?
Read Answer Asked by Geoffrey on May 21, 2020
Q: Hello
I have owned CVS for a approx two years. I am down just over 10%.
Although rumors of Amazon opening up online pharmacy seemed to have died down. Debt I think (correct me if I am wrong)is holding the stock price down?

I am thinking of dumping it for Medtronics although it is a completely different business although still related to health care. I think more chance of stock price upside?

Can I have your opinion on this change?
Thanks
Stephane
Read Answer Asked by Stephane on May 21, 2020
Q: I am young investor building my first portfolio during these tough times. Having not been through a financial crisis before I am struggling to know how to proceed. Are you still in the camp that the markets are overvalued right now and need to chill? I keep waiting for pull backs but things keep going up (S&P approaching 3000). Do you think a pull back will come?

Related to the above, in your May 5th update you said "in our view, slow buying at good prices continues to be a solid strategy and we think 2020 prices will look attractive in two to three years from now". Looking at some of your favorite US names in recent Q&A (AYX, TEAM, DOCU, etc) they are at highs. How does one determine "good prices" in these situations (e.g., one day pull backs? overall % reduction? buy into momentum and remain optimistic?)?

Thanks for the fantastic service and for educating young investors like myself.
Read Answer Asked by Justin on May 21, 2020
Q: Would you please recommend a couple of dividends ETFs issued in Canadian dollars - containing Cdn and or US stocks. The objective is yield more than growth with medium or lower risk. Thanks
Read Answer Asked by gary on May 21, 2020
Q: Greetings 5iR Team,
Looking to spice up my portfolio with some tech titles, 1 in CA account and/or 1 in US account.
I currently owned :
CA:GIB.A
CA:KXS
US:GOOG
US:MSFT

Looking for well managed company with good growth potential within the next few years, what do you think might add value to the above list and worth looking at these days ?

Thank you,
Read Answer Asked by Luc on May 21, 2020
Q: Hi Peter and Ryan.
The US will try to open up the Economy and create employment. I remember they have talked about spending on infrastructure. I am looking for some opportunities there. Do you think CLF is a good mid/long term investment? What are your recommendations if not?
Thank you,
Yiwen
Read Answer Asked by Yiwen on May 21, 2020
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