Investment Q&A

Q: Mott Capital U.S. (a guest on S.A.) commented on Nov. 11 that in reality the point of no return for high flying tech stocks may be here. Do you feel this is a fair comment? I greatly respect 5i's opinions and information received.
I was logged into 5i a previous guest was trying to find some information and it was mentioned something to do with the footer. Where would I find this footer? In times like this it is good to have 5i on our side.
Thank you.

Q: Hello,

As it pertains to trading in a TFSA account, I recall an answer to a question where you felt that 4 to 6 trades a month may pass muster with Rev Can.

Is there a way of seeking clarification from the Rev Can so that one is apprised, or does that just draw attention to oneself?

Q: Investing can be such a joy at times (sarcastic). I set a target price to sell GC knowing it had debt/investigation/no dividend, and covid numbers rising. That target price hit on Tuesday and I sold. What a pleasure to wake up Wednesday to see a big jump from a takeover bid. Man did I ever time that perfectly!
Paul...grrrrrrrr :)

Q: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector

Q: Hi, Just a general question about Market Call guests. Do they approach BNN about appearing on the show, or does BNN aproach them about coming on the air. It looks like fantastic exposure for attracting business
for the individual and their firm, thanks?

Q: What source do you use to assign a "Sector" label to a specific company? Do you group similar sectors under your labels? Can you elaborate on the process you use in your portfolios?

I attempt to apply sector labels to individual companies in order to track sector weightings and maintain an awareness of the level of diversification I am achieving.
Keeping the number of sectors to a reasonable number (10?) requires grouping of stocks.

Currently I am using ; Consumer C/NC (10%), Finance (20%), Health Care (10%), Energy (10%), Industrials (10%), Technology (20%), Telecom's (10%), Utilities (10%). Industrial's and Consumer C/NC usually get a mix of companies thrown in there. The weightings are my loose guidelines, and I do vary from them quite a bit. i.e. Energy is currently at 3%, Tech at 40%.

I have a struggle controlling the Tech weighting due to positive returns of my holdings and the fact that so many innovative companies use technology in conducting their business and thereby are classified into the Tech Sector. (E.g. REAL is within the real estate industry however is placed in the Tech Sector.)

Any thoughts you can offer to provide me with a healthy perspective are appreciated. Thanks.

Q: On November 10, Patrice asked about a list of dividend paying stocks; your answer provided a link to a list you had prepared. Is this list available on the website? If so, how do I access it - I looked and cannot find it. Is there other kinds of info that is available to your members and if so, how can it be accessed?
thanks

Q: My apologies for the barrage of questions today but I’ve been saving them up meaning to get to them over the past few weeks. This is the last one (for now). In evaluating a growth company in the small to mid cap range what would the most important metrics to use. Thank you.

Q: Hello 5i,
Where can I find a list of companies that have just started paying dividends? This has been spoken of before that one should keep an eye out for these companies but I am unable to find a stock screener that offers this option. I am only interested in Canadian exchanges traded companies.

Thanks
Pat

Q: Just a general question as to what your thoughts are on the tech sector right now. It's obviously been extremely hot. How do you see the sector fairing in the short term (1 year) with the potential of covid passing. Do you see any need to reposition part of the portfolio away from tech and move to some value areas such as banks and energy? The reason I ask about the short term is because I think tech is only going to get bigger in the long term (5,10,20 years)

Q: Could you give a brief explanation of how price per cash flow is calculated. Also what ratio of price/cash flow would be concerning and what would be considered good. Thank you.

Q: Im considering selling my entire portfolio - its close to 2 mill, was over 3 but too much Cnd oil and covid fixed that. Thinking, hearing of a potential sharp downturn. Another 20% drop is too much to bear. I'm retired, living on $100k per year is fine. I'm 61.
Is there a safe place to park money until a vaccine arrives? And is it possible to earn close to 4% safely? IF so - how?? I do worry that this second wave will pound my stock portfolio back to where it went in March

Q: Hi, I follow your BE portfolio and I am curious your thoughts on how to construct my families portfolio. My spouse and I each have RRSPs AND TFSAs. Would we be better off buying the portfolio of stocks for each account (so replicating the BE portfolio in each account), or divide the BE portfolio into 4 and putting a 1/4 of of the portfolio into each account. I hope my question makes sense. One way i would save on stock purchase fees but chance that the accounts won't grow evenly. What are your thoughts? Thanks

Q: Are there any psychedelics theme stocks you could recommend? What is your feeling about investing in the space at this very early stage?

Q: I got an article about the 2021 sector recommendations from Daily Advice and it goes like this
Overweight in Communication, Consumer staple, Financials
Market Weight in Consumer D, Energy, Industriel, Tech, Materials, Realestate, Utilities
Underweight Health Care
Do you agree with the above and if not can you suggest changes
Thanks for the help

Q: Goodmorning
What are your thoughts on the Canadian Scholarship Trust Fund as an investment vehicle for an RESP? and or would you have any suggestions as an alternative?
Thks
Marse

Q: Morning Peter and Team,
In the event that blockchain technology becomes widely adopted, would you please name industries and companies that would do well in this eventuality.
Thanks,

Q: Hello:
Can you recommend articles or books that will guide a pre-retiree about asset allocation strategies based on ETFs? (NOT a request for general reading) If 60/40 is dead, then one is bit lost! What next? I know that repeatedly you have said that you don't want to give % of weighting of stocks or ETFs as you feel it is bit personal. Hence my request to guide me to read and learn about asset allocation strategies. Please consider current political/economic/pandemic environment.

Q: Just wondering if you can comment on the authenticity of the information that is reported on the Financial Statements, most i have looked at on Morningstar, state they are unaudited, which to me means that it can only be taken with a grain of salt, considering corporate fraud is rampant.
Harry Markopolos, has the view that General Electrics accounting is fraudulent, and is warning shareholders about it, he was the whistle blower in the Bernie Madoff case years ago, which i'm sure everyone knows about.
Thanks!

Q: Your weekly stock market update last Friday reports that S&P 500 and Tsx were both down 1.30% during the week. According to the Globe and Mail the S&P was down.30% and the Tsx fell .82%.
Can you explain the difference?