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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: good afternoon 5i,
On December 3 you responded to a question by Curtis by saying, "We also think a low cost index product for the majority of a portfolio overlain with a basket of individual stocks to generate alpha is also a pretty good strategy, for those inclined to hold 6 or 7 individual stocks. "

This is a strategy that I more or less use, at least for my US and International holdings. I haven't done this with my Canadian holdings because of capital gains, which would imply tax, and also because it seems to me that the Canadian etf's are heavily weighted towards the few sectors we have in Canada. Therefore, I think I would be better in individual stocks rather than an etf. I would appreciate your take on that perspective.
Also, I am wondering which four or five stocks you would look at in the US for such a strategy for a retired person. And how would you weight them given that an etf strategy was used. The stocks I have listed are the ones I own. How would they fit in such a portfolio? The only one I might kick out for someone my age is Docusign. Any others that could be suggested?

Thanks for the great service
Read Answer Asked by joseph on December 08, 2020
Q: Hertz HTZGQ Any comments on this stock. cheers
Read Answer Asked by kenneth on December 08, 2020
Q: Good Morning, I purchased 2 stocks for their dividend income, and to hold for at least 5-10 years. OKE is about 3.7% of my US portfolio and KEY at 2.9% of my Canadian portfolio. Am thinking of selling and taking advantage of the tax loss since they are underperforming. Would this be a wise move or should I stay the course and keep them. If I do sell I was thinking of adding X and Well along with DUK and GILD...thoughts or suggestions?
Read Answer Asked by Barb on December 08, 2020
Q: Hello team,

As you know, AMD is acquiring Xilinx whereby XLNX shareholders Will receive 1.7234 share of AMD for each share owned, equal to $143 in cash.

I have 100 shares of XLNX and have three questions for you.
1- Are these numbers fixed or would change based on the market at the time of closing of the deal?
2- Would you sell your XLNX shares or would you think they would be much worth more following the merger?
3- Would you add more now and if yes how would you avoid partial shares/odd lots following the merger.

I always wonder what I do without 5i knowledge and honesty....Thank you for your everyday work, everyone at 5i.
Read Answer Asked by Saeed on December 08, 2020
Q: Hi group i am still holding W - down 10% - finding it hard to justify keeping the stock . I expected the last quarterly results to drive up the price its now well of its high ( down approx. $100 US). It is still a hold or should I sell. (I own 70 shares Thanks for your thought's on this .
Read Answer Asked by Terence on December 08, 2020
Q: Hello Peter and Team
I would like to invest in the Russell 2000 ETFs.
In the current and the midium term market conditions what will be your advise for the most appropriate ETF.
IWM or IWO Growth or IWN Value.
Tahnk you, I value your opinion
Raouf
Read Answer Asked by Raoul on December 07, 2020
Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
Read Answer Asked by joseph on December 07, 2020
Q: I noticed you mentioned CTG (Computer Task Group Inc.) in a post earlier Friday as a growth consideration with reasonable risk. (At least, that's how I interpreted your ranking.)

Can you explain your reasoning?

This is the first mention of CTG here in over a year. It is not covered by any analysts as far as I can tell, trading volumes strike me as low, and the long-term trend has not been great. On the other hand, Directors have been meaningful buyers recently and the company's fundamentals show some decent value characteristics.

As always, I appreciate hearing your perspective.

Marc.
Read Answer Asked by Marc on December 07, 2020
Q: Please list and rank up to 10 US stocks which you see as having the best potential for capital returns over the next 3-5 years. Also, please provide a risk rating for each, using a scale of 1-10 with 1 being low risk.
Thank you for your highly valued opinion which has proven to be excellent for my investment over the past several years.
Read Answer Asked by Alvin on December 07, 2020
Q: I already own shares in all of these companies but I'm thinking of selling my MSFT due to a decent % held in also owned ETFs but also that I don't think it has as much growth in the next 1-2 years relative to the others. Thus I'm thinking of selling my MFST and putting the $ equally into the other three.

Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?

Cam
Read Answer Asked by Cameron on December 07, 2020
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