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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 considering adding Power Corp to the income portion of my portfolio as a partial replacement for my overweight position in BCE.  The primary reason for considering POW is that I feel that there may be significant value through their ownership of Wealthsimple.  Are you able to quantify the Wealthsimple value within POW given their rapid growth rate and more than $9 billion in AUM?   Do you think that they are sitting on other spinoff possibilities, similar to the Lion Electric IPO? (that I understand added close to $3.00 per share value to POW).  And perhaps most importantly, do you feel that management is motivated to act to surface value for shareholders?  (they don't appear to have been in the past).
Thank you.
Read Answer Asked by Glenn on February 23, 2021
Q: Further to my question , you answered this a.m. Why is there such an amazing difference in performance between (all one month)?
QBTC- 26.5%
GBTC- 47.13%
BTW-80.79%
Agnostic to currency which one do you suggest and why?

Sheldon
Read Answer Asked by Sheldon on February 22, 2021
Q: Could you offer your opinion of Riot Blockchain. Would you invest in it?
Thanks.
Read Answer Asked by Dr Lorraine on February 22, 2021
Q: Can you comment on Dogecoin and the ONLY way to buy it in Canada is via Newton?

Thanks!
Read Answer Asked by Austin on February 19, 2021
Q: Hello 5i,
Are you able to break down by sector (to the extent this is possible) the holdings of each Berkshire and Bam? Brk.b is listed as finance and Bam as real estate, but I don’t think this tells the whole story.
Would a 10% position in each of these (20% total) be too much for average risk investor?
Tia!
Read Answer Asked by Kat on February 19, 2021
Q: My question is about how VIRT would do in a sell off or a bout of volatility. I have been reading that they would do well with increased volatility because trading frequency would increase. This would suggest that it might offer some hedging benefits. I am intrigued but skeptical of this thesis because in a serious drawdown my experience is that people just kind of sell everything and VIRT would hardly come up as something to hold on to unlike say gold or even a utility. Can I have your thoughts please? Thank-you.
Read Answer Asked by Alex on February 18, 2021
Q: Good morning. I currently have positions with MFC, SLF and GWO but GWO was a recent purchase just to see how it performed against the other two which I have held for many years. Based on some of my research it appears that Sunlife manages better through pullbacks and downturns historically however if I were also looking at Dividend Yields, currently MFC and GWO are higher. However I try to look at:
1. Growth rate ( ie EPS growth);
2. Dividend Yield Growth and;
3. Forward Valuation
as best as possible when I look at a company. I don't want or believe I need all three and would appreciate your input as to how you would rank them based on the three criteria I've noted.
Thanks,
Kevin
Read Answer Asked by Kevin on February 17, 2021
Q: I hold both these companies.

Mastercard has been pretty flat for the last 12 months. Do you see things picking up significantly for them when people start booking tickets for flights, hotels, concerts and Disney Land or will papal process more of these payments as well. PayPal has grown to a size in my portfolio that I wouldn't want to add to it. I know Mastercard isn't a "weed" but can't decide if it's a "flower" that could use some water ;)

Would you add to Mastercard (or maybe start a position in Visa) today or look for something else? (In the payments space I also have a full position in SQ)

....PayPal passed Mastercard in market cap today. (mind blown emoji)

Cheers
Read Answer Asked by Dennis on February 17, 2021
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