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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: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Read Answer Asked by Jerry on May 14, 2019
Q: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS
Read Answer Asked by John on May 13, 2019
Q: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you
Read Answer Asked by Mike on May 10, 2019
Q: Looking to deploy this years tax return in my TFSA. I'm lacking tech investment. Looking for long term growth (10+ years). Could you recomment top small, mid, large cap in Canada.
Read Answer Asked by Rob on May 09, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: Open Text has performed well in the Growth Portfolio, and seems to have solid fundamentals with a 13.7 Forward P/E. I was surprised to see James Hodgins of Curvature Hedge Strategies (Arrow Capital) is shorting it. To paraphrase, he said: 'They have 2x debt-to-EBITDA. It's pretty expensive, and their access to capital will decline since we are late in the cycle.'

I should point out that many analysts love the stock, including you guys. I'd like to know your opinion because once in a while the shorts (depending on who they are) offer a valuable perspective.

Thanks! Elliott
Read Answer Asked by Elliott on May 07, 2019
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