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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: I am thinking of liquidating15% of my stock portfolio and putting it into a managed cryptocurrency account. I am hoping to achieve some accelerated returns, as well as diversifying my holdings. What are your thoughts on this idea (assuming I use a reputable and competent management company)?
Read Answer Asked by ROB on April 10, 2024
Q: Hi 5i,

Looking to sell my position in FLGT for a loss in my non-reg account. Potentially looking to replace FLGT with PFE to maintain US/Health care exposure. Would appreciate you thoughts and if you believe there are better US health care stocks to consider.

Thank you in advance,

Greg C.
Read Answer Asked by GREGORY on April 10, 2024
Q: I would like to change a large sum of US to Canadian dollars in my trading account.
I was thinking of purchasing US stocks for companies that are traded on both Canadian and US exchanges, and asking Scotia Itrade to move the US stocks to the Canadian side of my account, thus eliminating any commission in converting this US cash to Canadian. I realize that any equity I purchase could go up or down. I'm looking for a few stable companies whose stock values don't fluctuate much. Could you rank the companies in my subject line and possibly suggest others?
Read Answer Asked by Neil on April 10, 2024
Q: INMD released some negative pre earnings release news today. Basically warning that they are lowering guidance and it sounds like the ER will be lower than expected. Its another gut punch to shareholders. Do you think this is still a hold since they are saying its going to take a few more quarters for their new platform launch to contribute to earnings. Or is this another red flag amongst a few and maybe time to look elsewhere? Thx
Read Answer Asked by Adam on April 10, 2024
Q: I just sign up for portfolio analytics! A quick question — why is it important for 5i to understand the cost base of securities held?
Read Answer Asked by Mike on April 10, 2024
Q: Everyone, what are your rules for buying or selling stocks. I believe one was not to buy before 10:30 am… others? Clayton
Read Answer Asked by Clayton on April 10, 2024
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: Is there any point to submitting a proxy vote on Company’s director appointments and resolutions when one owns such a miniscule number of shares?
If the company is doing satisfactorily well, I typically vote according to recommendations otherwise I may not agree to any of the recommendations as a signal of displeasure. I am not sure either is an appropriate response; perhaps none would be better?
Read Answer Asked by Lawrence on April 10, 2024
Q: Morning
Which etf would you recommend for US exposure and why. Please rate them from 1-4
ZSP
VFV
VGG
XUS
Also thoughts on XEQT for all round exposure
Thank you
Read Answer Asked by Michael on April 09, 2024
Q: I'd like to start a small portfolio of US stocks in a TFSA, small dollar names/specs. Comments? Also OWL:us (blue owl capital). All sourced from CNBC. Cheers!
Read Answer Asked by george on April 09, 2024
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