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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: Retired, dividend-income investor. I am normally a buy-and-hold investor for the very long term (RBC = blue chip, hold forever; while in a higher risk and associated lower weighting category, I hold Alaris forever). I currently hold SLF but have been reviewing/comparing its performance with BMO. The 10 year, 5 year and 3 year charts favor Sunlife, but the 1 year and shorter duration charts favor BMO. There appears to be a significant inflection point starting in November 2020.

Can you explain what occurred around that time? Is it simply the reflation of the economy favoring BMO relative to SLF? Do you see this continuing for the next period of time or do you see SLF playing catch-up?

Thanks for your help...Steve
Read Answer Asked by Stephen on April 20, 2021
Q: Have you got an opinion on IG Group (IGGHY)? They are into leveraged trading, CFDs and derivatives. Their stock has been on a roller coaster ride due to tighter regulation on spread betting but they have bounced back each time.
Read Answer Asked by Andrew on April 19, 2021
Q: Hi team,
Which are your favorites Cdn and U.S financials for growth at this time ?

What are your views on Cowen, in particular ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on April 16, 2021
Q: I currently have Manulife in my RRSP account, I am thinking of replacing it with Sylogist for a little more growth. I have no Tech stocks in my account but do have TD and BNS. Can I have your opinion on whether the switch makes sense. I appreciate your advice.
Thanks
Read Answer Asked by JOHN on April 15, 2021
Q: Hi Everyone at 5i! Coinbase is apparently launching its IPO on the Nasdaq. Any thoughts on it? Would it be available to the retail investor? Cheers, Tamara
Read Answer Asked by Tamara on April 13, 2021
Q: 5 i's recommended vehicle for those interested in the bit coin investment opportunity appears to be BTCC.
GLXY , that appears to have been on the same scene since Oct 2018 has seen little price movement until recently but has now broken out to the upside.
How are these two investments different?
How do they compare as far as risk?
Is it too late to add to a position in GLXY or best to just allow BTTC the same opportunity to develop?
Your wise counsel has paid off handsomely in the past and is much appreciated!!!
Read Answer Asked by John on April 12, 2021
Q: I'm over weight Canadian financials but only hold two insurance companies - SLF and IFC.
Would they move in a similar fashion? Or do they focus on different insurance spheres? Would it be good keep both?
Thanks
Robert
Read Answer Asked by Robert on April 12, 2021
Q: Hi,
Looking at Urbana's NAV ($6), it is reported by the company to be roughly twice the stock price ($3). I bought this stock years ago because the NAV was higher than the stock price, but this discrepancy, and my bewilderment, has only grown.
They like exchanges, and have real assets and privately held assets. Am I ok to increase my underweight position in this name?
Read Answer Asked by Darren on April 12, 2021
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