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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, on the 5iResearch’s company tab, for each company listed there are approximately 35 financial numbers & ratios describing the company’s financial situation. Could you please suggest the most important financial figures or ratios listed for the company that an investor with a limited understanding of financial statements could look at in order to get a feel for the company’s present financial health. Thanks … Cal
Read Answer Asked by cal on March 25, 2019
Q: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .
Read Answer Asked by michael on March 15, 2019
Q: I am building an ETF portfolio with 10 below ETF. I know there are overlap stocks. Am I overweight in any given sector? I will be planning to buy below ETF over the next few months. Can you please advise if my asset allocation is ok. Do you think I need to own all below ETF or just increase Allocation and own few ETFs. This will be my Total Portfolio.

FTSE Emerging Markets All Cap Index ETF 7.19%
iShares Core S&P 500 Index ETF (CAD-Hedged) 18.16%
iShares Core S&P U.S. Total Market Index ETF 21.25%
Vanguard FTSE Global All Cap ex Canada Index ETF 11.76%
BMO NASDAQ 100 EQUITY HEDGED CAD IDX CAD 11.43%
First Trust Cloud Computing ETF
3.04%
FDELITY MSCI INFO TECH 3.08%
iShares U.S. Medical Devices ETF 3.57%
ISHARES NASDAQ BIOTECHNOLGY ETF 2.39%
iShares Russell 2000 Growth ETF 2.10%

Thanks for the great service
Hector
Read Answer Asked by Hector on March 14, 2019
Q: Hi 5i team,
You recently answered a question (from Angus, feb 6th) about a list of large Canadian (TRI, CSU, ATD.B, SHOP, ONEX and BYD.UN and usa) companies that could be long term holds based on their management (past and current accomplishments). My question is: what would be a generic maximum weighting for such companies (one weighting for every one of them) if portfolio is invested for a very long period (no need to withdraw money)? Or another way to ask the question: how many different companies would be needed?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on March 11, 2019
Q: I have recently added to VET and YGR to a reasonable weighting in my portfolio.
The gloom and doom news today of the Norway Sovereign wealth fund selling off oil and gas stocks across the board is causing quite a panic. Is there cause to be worried or is this a tempest in a teacup.

Peter
Read Answer Asked by Peter on March 11, 2019
Q: Just a comment based on Darcy’s question on March 7.

While anyone who is invested in stocks based on the balanced equity portfolio, which I suspect is plenty, my own experience is to recommend patience.

Remember when GC was recommenced and then shortly thereafter the news came out about the money laundering. Stock tanks and the natural reaction was panick. Thanks to 5I I held firm and am looking at 60% gain.

I buy the dips, and for the most part, am very pleased, with the BEP.

Thanks team!
Read Answer Asked by Kelly on March 09, 2019
Q: Hi 5i team,
I do appreciate you going into the usa to recommend a stock. I am trying to reconcile/understand your Micron (MU) recommandation at your latest appearance on BNN (Peter on feb 20th). It seems like MU is rarely (not so often) listed in your more and more frequent lists of recommended usa stocks (am I wrong?). Are the criteria, risk profil or time horizon different for your BNN appearances then your Q&A? More specifically, would you consider MU a long term hold or more a cyclical hold (meaning sell/underweight at certain portion of the economic cycle)?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on March 09, 2019
Q: I have funds to add another stock to my grandson's RESP. At the moment it holds the 3 stocks mentioned above. Which would you see as a good complement today?
Read Answer Asked by jacques on March 05, 2019
Q: Dear 5i
When i look over the summary page for an ETF at Yahoo finance and Morningstar i see many stats on the ETF including but not limited to 12 month yield and expense ratio .
Firstly is the stated yield on that summary page generally net or gross of the expense ratio ?
Secondly whether its Yahoo finance , Morningstar or the free version of Bloomberg the yields and expense ratio numbers largely vary . Whats your recommendation for which site to use to more accurately reflect the real numbers ?
Thanks
Bill C
Read Answer Asked by Bill on March 05, 2019
Q: We hope to (should) be debt free by the end of May this year. I will receive a substantial inheritance in June. We have zero investments outside of our property/business.
My wife and I operate a guest house and live on the property (mortgage free). This business provides us with enough income to live the lifestyle we choose. We are in our mid 40s with no kids.
I will be looking to invest $300,000 in the market that will remain there for at least 20 years. I will reinvest all dividends.
Please provide the 10 names you would purchase if it was your money. Any other advise is welcome also!

Read Answer Asked by Lorne on March 04, 2019
Q: When it comes to how liquid a stock or ETF is on a daily basis, what would you suggest is the minimum amount trading you would like to see if you were to buy?. I have a couple of different accounts that I use different strategies and one of my thoughts is if you had a sizeable position in and etf or stock that trades under 10k or 100k a day would this not be of great risk if a person needed to get out of it in a timely fashion due to market conditions or personal need? Some examples of securities I am looking at or own are PBH, XTR, XTC, VFV. I am well diversified with my investments and typically look to buy and hold just wanting some input on this topic. Thanks keep up the great work
Read Answer Asked by Kolbi on February 28, 2019
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