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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 have some additional dollars to put to work and have narrowed my choices down to the above companies. Looking at growth over a 3-5 year period, which one would be your top choice? Any relevant comments would be appreciated.
Thanks for your great advice as usual. ram
Read Answer Asked by Ray on August 13, 2020
Q: Ifn the event we are seeing a shift from growth to value stocks could you identify five value stocks in Canada and the US that would make good investments at this time?

Thanks for your advice.
Read Answer Asked by Ken on August 12, 2020
Q: 2 questions - what's you outlook for gold / silver moving fwd after the blood bath today ? will the price recover or are we headed back down below $2000 or?- what's the general feeling amongst the gold bugs
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit

Thanks for your help its appreciated
Read Answer Asked by Terence on August 12, 2020
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.
Read Answer Asked by Ben on July 29, 2020
Q: Hi Everyone at 5i! My son has a TFSA with the following holdings: ATD.B,BMO,BNS,ZWU,BAM.A,ENB,FTS,GWO, KXS,LSPO,OTEX,PBH,SHOP,VGT. Courtesy of the rebalancing of Shop, he has 50K to be redeployed. I would like to purchase five companies. Any suggestions, considering what he has in the portfolio already? I am looking for long term holds , preferably growth stocks. Cheers, Tamara,
Read Answer Asked by Tamara on July 13, 2020
Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram
Read Answer Asked by Ray on July 07, 2020
Q: I would be very interested in your opinion of companies engaging in the provision of consumer debt. Given the employment, market, and general economic situation would a well-financed company in this space do well? Any thoughts on the relative merits of OMF:US and GSY:CA? Do you have any favourites in this space?
Thanks, in advance, for your invariably thought-provoking reply...
Read Answer Asked by David on July 02, 2020
Q: Good morning,
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF

Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.

I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco
Read Answer Asked by Francesco on June 15, 2020
Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram
Read Answer Asked by Ray on June 08, 2020
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