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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: In deciding position weightings: when does it make sense to use “ Total Equity Portfolio Weight” vs. “Total Portfolio Weight”?
Thank you.
Read Answer Asked by Trevor on April 22, 2024
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Read Answer Asked by Ben on April 22, 2024
Q: I am trying to determine the economic dynamics of bitcoin, specifically mining. Today’s G&M article on bitcoin states that with the halving and its the resultant effect , and the cap of 21 million coins , the rewards for mining will become smaller eventually approaching zero. Am I correct in this ? If miners get no reward then someday they will cease to mine. What would replace this I wonder. Economics 101 would show that a cap on anything skews the economic model and creates opportunities. I know GLXY does much more than mining . Still trying to figure this whole thing out. Thanks. Derek
Read Answer Asked by Derek on April 22, 2024
Q: SURG Can you please provide your investment analysis on this company? ThanksSURG
Read Answer Asked by Imtiaz on April 22, 2024
Q: I hold both Canadian and US self directed accounts with CIBC Investors Edge and want to accumulate US funds (dividends) in a cash (high interest) ETF but understand that there appears to be no US ETF similar to HSUV.U traded on US exchanges. My question is do we need to verbally request the brokerage to transfer (journal) US funds into our Canadian accounts without conversion in order to invest (purchase) same in HSUV.U and does this look like transfer fees are involved?
Thank you.
Read Answer Asked by DAVID on April 22, 2024
Q: hello 5i:
Regarding the tax treatment of dividends from a US preferred share, held in a TFSA: would there be a 15% withholding tax on the dividend, or is it exempt because its in a TFSA?
Also: if there were a capital gain on the preferred held in the TFSA, would that be exempt from the 15% withholding tax?
thanks
Paul L
Read Answer Asked by Paul on April 22, 2024
Q: Somehow I missed registering for the Moneyshow this past week. Am I able to access a recording of it.
Also, do the Webinars and Podcast headings show all previous recordings of video events, at least for the past year. Thanks.
Read Answer Asked by Rob on April 22, 2024
Q: Good afternoon all;

I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.

My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).

Thanks as always,

Dave

Read Answer Asked by Dave on April 22, 2024
Q: Greetings 5i Team,
In what order would you introduce these companies to a TFSA? I am looking for growth with an eye on risk.
Is there any among these that you would prefer not to add at this time?

Thank you
SP
Read Answer Asked by Steve on April 22, 2024
Q: You discussed micro-lending by saying

"Micro lending is fine for those that want to provide some capital for a social impact. But we would be very cautious seeing it as an 'investment' altnerative."

I could not agree more and I have found a lot of satisfaction lending through KIVA at https://www.kiva.org/
Read Answer Asked by David on April 22, 2024
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