Investment Q&A

Q: Good Day 5I Team,
Your answer scared me. "We are not experts on US estate law, but we know the hit on death can be ridiculous, and the estate tax applies prior to Canadian capital gains taxes. Owning the Canadian fund will help with this"
Does that means all US ETF & US stocks owned by a Canadian resident are subject to a US taxes on his death ?
I uderstand your are not a Tax specialiste, but you please give me a link to learn more on this subject. Thanks. Best Regards

Q: Hi 5I team, I hope you all have had a nice weekend. I wonder how do you feel about the above noted company, buy-able? what is the risk associated with this name? Thanks.

Lin

Q: Good Morning...I just checked our numbers and we are higher than we were on December 31, 2019 so thank you. We have a small NVTA position (0.6% overall weighting) bought less than 30 days ago but already up 13%. We are long time holders of CSU and our current weighting is 9.3% which is getting close to (or maybe already inside) the red zone. I am thinking about selling some CSU to reduce it's weighting to 8% and using the proceeds to buy NVTA. Would you call this move "risk neutral" or "risk increase"? CSU is a top tier company so it I call it "risk low" and NVTA a lesser tier company so it is "risk high". But does the weighting change balance out the risk increase? I would consider NVTA to be Healthcare so that would help a little to decrease overall IT weighting and increase Healthcare. We own your IT recommendations (CSU, NVDA, ENGH, VEEV are the biggest positions) and Healthcare (ISRG and PFE). It seems both ISRG and PFE are low growth so maybe adding a potentially high growth company might be useful. There are no tax implications. Any thoughts you have would be appreciated.
Thanks,
Jim

Q: Hi. I would characterize myself as an income investor, but like many others am also trying to position myself for "conservative growth".

I currently hold 3% positions each in BIP, FTS, BEP and a 3.5% position in CPX. I also have a 4% position in ENB (I see it as a pseudo utility/energy).

I'm down about 5% on FTS and BEP, even on BIP and up 15% on CPX.

I'm thinking of selling FTS at a tax loss and picking up AQN for the higher dividend and what I see as better potential for growth.

I may consider adding FTS back in at a later date. What do you think of this strategy, or would I be better to leave things as is? Do you see BIP, BEP, AQN and CPX as having better growth potential in the next 1-3 years? What would be your recommendations given this mix of holdings?

Thank-you in advance.

Q: There are a lot of different BAM preferred shares that one could choose from to invest. Some have dived yields as high as 8%? What is the difference in each of the issues? Why would one not just choose the one with the highest dividend yield? Can you please clarify? Is there a drawback of choosing one over the other? If you had to choose one which would you pick?

Regards,

Brendan

Q: Will the Canadian. Money saver money show be recorded for those who aren’t available during the livestream?
Thanks

Q: Hi,
Seems to be talk about gold hitting 1900.00 - do you think it is talk, or has possible legs? If it has legs what's the best instrument to invest in? ETF's or stock picking? Either way, would your preference be in US dollars or Canadian? I am wondering if gold does soar, whether or not it will help to drive the value of the US dollar down. So lots of questions - deduct points as you see fit & as always, thanks for your thoughts and suggestions!
Dawn

Q: Good morning... Eric Reguly of the Globe and Mail wrote an interesting article for Saturday’s paper “Big Tech can’t keep rising when the economy is sinking”. He concludes by stating that “The Big Tech companies have had a fabulous run and have saved the broader equity markets from collapsing. But they can’t keep soaring when the economy that propelled them relentlessly upward before COVID-19 hit is sinking.” What is your take on his thesis? Thx

Q: To reduce my Tech Sector allocation I am planning on selling Microsoft(3% of my equity portfolio). Initially I was thinking of purchasing additional shares in VIG but have been also thinking about a US Healthcare ETF such as XLV. Comparing returns and fees for a long term hold which of these two ETFs would you recommend? Thank you for your input.

Q: I have a question about CAE Inc . I just purchased this share $22.75 per share ever since it as been declining. What would be your suggestion be patient and hold for now or sell it. Can you see it start moving up in the near future. And as for Ballard it as reached an all time high, do you think it is the right time to make a little purchase or should i wait?
THKS GUYS

Q: Market is indifferent to their recent investments,the latest being its $1B advance to BPY.un ,owners of office buildings & malls & urban retail properties .Bpu.un & its us subsidairy will repay Bam.a with their shares. Please comment. Is it timely to buy Bam.a Txs for u usual great services & views

Q: good morning, what is your take on Ulta beauty in today's environment? do you think long term there is plenty of room for growth.

thanks Dave

Q: Please share your thoughts on RVLV for a long term investment? How would you think its future will be like? Is now a good time to initiate a small position?

Q: Hi group any idea why GLD and FNV are struggling in this market. They are both lagging the gold sector in general and are well off their 52 wk highs. Looks like I got the sector right but picked the wrong stocks would you sell them both and replace the with something else please recommend alternatives Thanks

Q: Could you please provide your current top 3 picks in the small cap space here in Canada?

Thanks
Dave.

Q: CGI group has lagged the very impressive tech rebound. It has underperformed competitors such as Accenture. Not even close to its old high. Any idea why the relative underperformance with CGI?

Q: Could you please provide an update with regards to this small cap company. Recently promoted on BNN.
Thanks
Dave.

Q: Engehouse has been moving up dramatically after being slow and steady for a number of years. What has changed and do you think it will continue to be strong.
Thank you for everything you do.
Peter

Q: Which do you prefer or would you keep all 3?
Thanks for your service

Q: Natural gas is at its lowest level since 2009.
With employment and industry picking up, and interest in renewable and clean energy would investing in natural gas at this time be a good candidate for a contrarian move? Is HUN a good way to invest in this? Does it pay a dividend or Interest? Would you suggest a different way to invest in natural gas if HUN is not your favourite?
Thanks