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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: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.
Read Answer Asked by Pat on July 06, 2021
Q: I have some US cash in my unregistered account. Although they are not in the same industry, I've had my eye on these two companies for a while and see that apps has dropped alot lately. I'm looking for growth and can tolerate some volatility. Would you have a preference?
Read Answer Asked by Andrea on July 06, 2021
Q: Hi 5i
Vtnr -vertex energy, is not currently in your data base.
It recently joined russell microcap index is an environmental services company and recycles motor oil...

I would like your opinion on this company and if it is something that would interest you as an investment. It has recently had several upgrades as far as i can tell...

Do you think share price has gone too far too fast?

Thx
Jim
Read Answer Asked by jim on July 06, 2021
Q: Dear 5i,
Comparing MOAT vs VOO it appears that in general MOAT outperforms even thought
MER is considerably higher. It looks like they both distribute dividends but, no return of capital. I am interested in purchasing for my NonReg account and don't want to update my ACB if there is a ROC or phantom distribution. Should I buy one of these or both? Do US ETF's ever have phantom distributions like some Canadian ETF's and mutual funds? I'm afraid I could not find any information on this matter.

thanks
Read Answer Asked by Ian on July 06, 2021
Q: I've recently transferred approx. 10% of my RRSP to US$ currency. This portion of my funds will be invested in the US market. I believe that in the medium-term, the Canadian dollar will go down again against the US dollar to the mid 70 cent range as it has in the past. When that occurs, I was planning on selling my holdings, transferring the money back into Cnd. funds and possibly just repurchasing US holdings. I know it's after the fact, but was this a good idea or am I just overcomplicating my portfolio for little gain? My retirement horizon is over 10 years away.
Read Answer Asked by B on July 05, 2021
Q: Hi 5i,

I have seen that you like TT for industrials. How does it compare to CARR or JCI? CARR seems to be cheaper on valuation? Is TT growing faster? Could you give some reasons as to why you like TT the best?

TIA
Read Answer Asked by Wayne on July 05, 2021
Q: Hi,

Can you compare and contrast AT vs WISH? I realize WISH would be considered much riskier due to market cap and and even length of time being a public company.

But I am interested to know if one has a competitive advantage over the other, are expected growth rates for next several years are substantially different between the two.

Would it be too much overlap to have small positions in both companies?

thank you for all you do,
Brad
Read Answer Asked by Brad on July 05, 2021
Q: MKS is buying PHO. Would it make sense to buy MKS? Would the growth/risk/balance sheet be similar? What are the differences? Would you recommend a purchase of MKS or would you choose another company? If so, which one(s)?

Thanks for your service
Read Answer Asked by Ozzie on July 05, 2021
Q: Financials are getting a lot of attention these days which I believe 5i believes is justified.
So I want to increase my weighting in this sector.

Question

Do you see more upside in USA banks and an etf like xlf over comparable Canadian holdings and/ or an etf like xfn ?

Is there a covered call etf for USAfinancials like ZWB for Canadian financials?

Thanks.
Read Answer Asked by Donald on July 02, 2021
Q: Hello!

The last question on RPC Inc. was back on March 1 when it was trading at $6.45. Since then it has traded largely between $5 and $6 and is at $5.05 this morning.

Any change in your assessment of RPC Inc. since then? Oil (crude futures) has appreciated ~20% during the same period, for what that's worth.

Thanks as always,

Marc.


Read Answer Asked by Marc on June 30, 2021
Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.
Read Answer Asked by Rob on June 30, 2021
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