Investment Q&A

Q: Does 5i have an opinion on the best way to invest in blockchain either in Canada or the United States?

Thank you

Q: From your experience did you find that, in an upward market, inflow of money into mutual funds increases and therefore accelerates the upward momentum and the opposite is true as well? Today with all these ETFS can this occur with ETFS as well? Is the popularity of ETFS (funds flowing in and out) is adding to the volatility of the market. Would you see a panic scenario causing a major collapse?

Thanks.

Q: Is ZCL a company that you would be comfortable in going from a 3% position to full 5% position in. Total portfolio value of 140,000 split between TFSA's and RRSP's.
Thank You again

Q: would you sell ala to buy mx. thanks donald

Q: I Have BEP.UN, and BPY.UN which have gone sideways for me in the last year, I also have BIP.UN which has done very well.
I am thinking of selling BEP and BPY and buying BAM.A with proceeds. Is this a good switch.
Thank You
Hooray for the ethical 5 I

Q: Good morning Peter and Team,

My wife holds DH in her TFSA and her average purchase price was $28.08 per share (not ideal timing). It's only 0.38% of our overall portfolio. In the Technology sector, across all accounts, we own CSU (4.07%), ENGH (1.02%), KXS (0.68%), and OTEX (1.82%). What stock(s) in the same sector would you recommend to replace DH? I realize that our larger positions in CSU and OTEX probably eliminate further purchases, but would you say that adding to ENGH and KXS would be advisable? Or are there other Tech sector stocks we should consider? (We haven't yet decided to wait until DH is taken over and tender our shares, or to sell now if there are compelling reasons.)

Thanks as always for the valued advice.

Q: Hi Peter and Team,
What are your thoughts on the strategy and management of this new company as compared to Canopy ?
Thanks so much,
Nancy

Q: can u pls give me your current thoughts on wte.
Thank you

Q: I am a 30yr old long term investor with a Canadian portfolio leaning towards growth. Consumer (cyclical and non cyclical) account for approx 10% and would like to increase this to approx 20%. I currently hold ATD(4%), MTY (4.5%), TOY (1.7%), and would like to selectively add over the next few months to achieve my target of 20%. How would you suggest i achieve this? Would you add to current names? Add a position or half position off my watch list (ZZZ,DRT,SHOP)? Or do you have any other names that you feel would fit in better? Since i plan on having these holdings long term i would also appreciate your opinion on entry point or if you think i should avg in once you have answered the questions above. I appreciate your service and feel free to deduct as many credits as necessary.

Q: Peter,

I would be interested in your opinion of DUG at this time.

Thanks for your great service.

Q: Any insights as to why AGT continues to sell off despite good ERs? Is below 30 good entry point? Thanks.

Q: I am contemplating moving my cash holdings from my Big Five Bank savings account to EQ Bank, to take advantage of the higher interest rate offered by EQ. Are there any risks in doing so, that I should be aware of? The EQ rate is higher 2% vs 1.2%, but I would not make this switch if there is any increased risk of any kind. Thank you.

Q: If I renew my membership now with the ETF promo how does that affect my existing membership M y membership doesn't come up until August.

Q: Which would be your first choice, if any, to move to a full position from a half(-ish) position at today's prices?
ZCL, XTC, SIS, PHO, GPS, CXI, TOY

Thank you.

Q: You haven't commented on AGT since the conference call, but judging by your prior remarks, their earnings report was decent enough. So I'm wondering: why the big slap-down following the report?

Q: After the acquisition, the stock has went down about 25%, would recommend to book loss or hold? or buy more?

Q: I have been a member for a couple of years and you have been my "go to advisers" .
Thanks to you, I have built this non reg account.
In the non registered account I have the following approximate holdings:
5%--FTS;IPL;H;MFC;SU;STN;PWF;BAM.A;
7%--BEP.UN;CTC.A
13%--CCL.B;ENB

I have $40,000 in cash. Retired with a pension and medium term(hopefully) horizon.
Reading your Q&A, I should rebalance CCL.B and ENB to 5-7%

Additional ideas for the rebalanced cash and the remaining $40 thousand.
Many thanks for the usual, calm, balanced, patient answers.
Paul

Q: Hi 5i,
Following your Q&A for awhile and I have built this as my RRSP.
I have another $20,000 to invest. Looking for two more names (or more for choice). Very long term...kind of a buy and hold person.
Appreciate your advice and direction.
Thanks Paul

Q: Please share your thoughts on the quality of the management, insider ownership and the general prospects for shareholders with this company. Thank you.

Q: Good morning, I know you favor CCL in this industry for growht, but i can use the 5% div on RPI.UN and steer away from inetrest sensitive stocks.But is there any growth ? For some reason there is no forward PE published ? What is your actual view on this stock or would my money be better invested in ZCL or ITP in this industry ?
Thanks for the guidance ! With more of your recommended stocks I increased performance and reduced volatility !