Investment Q&A

Q: Van Eck Vectors Biotech E.T.F. BBH (Nasdaq)
1. I rarely buy ETFs. When I do, I favor ones with less than 50 holdings. I am under the impression that an ETF with a large number of holdings is so diluted that you tend not to get as much upside/downside. Is this this approach favoring higher beta better or worse than one that ignores the number of holdings?
2. BBH has a relatively concentrated portfolio of 26 biotech businesses.
3. Your insight into BBH please? Substance only please; have already reviewed material including ETF.com, ETF Channel.
4. If you think others are better , please do suggest names. I have not researched IBB or XBB.

Q: Hello 5i Team

I am reviewing global infrastructure / real asset closed end funds as a means to diversify into US/Global infrastructure companies. Two examples I could find on the Canadian Market are Brookfield Global Infrastructure Securities Income Fund (BGI.UN) and Middlefield Global Real Asset Fund (RA.UN).
Questions are:

1 - Which is the better choice BGI.UN or RA.UN?
2 - Any Canadian or US listed ETFs that I should be looking at?
3 - Any other Canadian Closed End Funds I should be looking at?
4 - Any US listed Closed End Funds I should be looking at?
5 - What is a reasonable MER for these products (BGI.UN is 1.25 % and RA.UN is 1.10 %)?
6 - What is the minimum assets under management (AUM) I should be looking at ( BGI.UN is +/- $102M and RA.UN is +/- $100M)?
7 - Any other items to review?
Thanks

Q: Earnings look good and guidance as well. After hours muted .
I know staff may still own docu, what are the feelings around the water cooler

Q: Hi
Any company specific reason why TEAM traded lower today? Thanks very much!
LIL

Q: I bought these three stocks (CAR, LUV and ELY) for the eventual bounce, which has come far more quickly than I imagined. My plan was to set a target and then sell because I don't consider any of them to be especially good long term holds. Are any of them what you would consider to be great companies? Thank-you again for sage advice in turbulent times.

Q: Are they both in the same business? In the online document signing industry will there eventually be one format adapted, is it a “winner take all”?
Thanks, Jean

Q: I would like your opinion re this trust for a long term hold. I find the dividend/distribution quite attractive. Is it safe now given Covid

Q: HI Team, I currently hold CMG and has performed well lately, do you see much more upside/growth? Do I continue to hold, or sell . If I were to sell, between DPZ or SBUX , which has the better growth profile? I know Mr. Cramer loves DPZ but it has had a good run-up and wonder about it. I thank-you in advance! Sam

Q: Please comment whether these stocks are good for investment over next two years and what are the pros and cons for investing in these. Thanks

Q: What’s driving today’s jump? Time to trim?

Q: Could you please comment on their results and outlook?
Would you hold it, or can you suggest replacement.

Thanks,
Milan

Q: Hello 5i
Could I have your opinion on this fast growing US company please?
Thank you
Dave

Q: I have shares in these four companies. I am way up with ETSY and FLWS, and way down with CHEF and KMX. Do you have any opinions/advice on what I should do with these four holding? (You can use 4 credits to answer if required.)

Q: May I have your thoughts on this name? It seems to be doing well.

Jason

Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"

Q: On line transactions really do seem the way of the future. A reliable legal signature would also seem to be a major requirement. Is DOCU the way this need will be met? Do they have any serious competitors? Do you see DOCU as a good investment for growth?
Thanks.

Q: I have about 50% of my portfolio in US stocks : ADBE, AMZN, TEAM, MA, MFST, & AYX.
I have 20K USD & i want to open another position and Im thinking about NFLX.
Please sugest mi if NFLX is my best choice on the market to compliment my existing selection or sugeest to me your choice instead of NFLX and 3 different US stocks.
Andrew

Q: Any advantage to buying this stock over similar ones. Rarely see it discussed but has had a good move of late. Thanks for your esteemed advice.

Q: Hi team,

What do you think of UFO for space play? It think the space should do well in the coming years with the USA now depending on homemade solutions. If you agree, is there any company or ETF you would suggestion in place of this UFO?

P.S: I, as one of your early members, must say that I wish you would have allowed questions on US stocks much earlier. And I am relieved to hear that you are going to continue with this added value service. I keep coming to this site indeed because I want to learn from your answering questions about the US stocks. It is not a secret that Canadian Markets have hugely under-performed their US counterparts.

Thanks for all you do for us!

Q: Have held Visa for some years and possibly one of the best stocks I own .recently I bought Square I guess its doing okay.
I had not paid any attn to PYPL. recentlyone of your answers you out pypl visa and sq on about the same level.
I watched the MadMoney featuring Pypl as your other caller referred to . it was impressive . I don't quite under stand where and how these Companies intersect/overlap. . is pypl encroaching on visas territory.? and SQ where do they come ?
I would love an explanation in layman terms