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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: Hello,
Can you please recommend a Canadian dollar equivalent to the following ETF's: VOX, XLV, and RYT. Thank you.
Read Answer Asked by glen on April 16, 2019
Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.
Read Answer Asked by Charles on April 12, 2019
Q: Hi team,

Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.

Cheers,
Steve
Read Answer Asked by Stephen on April 12, 2019
Q: Good day,
Using your new portfolio tracking, I realized that the tech sector occupies too much space in my portfolio. I proceeded to some reductions, but I am still at 32% of my total portfolio, way above your recommendation of 11%.
My present tech holdings are as follows: SQ 2.71%, RPD 1.82%, AAPL 2.64%, PHO 0.93%, GOOG 2.89%, NVDA 2.52%, XLNX 2.48%, AYX 1.36%, KXS 2.27%, TEAM 2.68%, VGT 3.%, XSW 1.36%, IGV 2.29%

In your view, which holding could be reduced or eliminated (or even added) for a more solid tech sector, geared to growth, with reasonable volatility, avoiding unhelpful overlaps ?

Thank you in advance for your assistance,

Jacques
Read Answer Asked by Jacques on April 10, 2019
Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken
Read Answer Asked by Ken on April 09, 2019
Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%

The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?

Thank you.
Read Answer Asked by Walter on April 08, 2019
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