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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 5i Team. I am just saying thanks for your advice over the years. Diversification in point. I once subscribed to an online investment advice site by G.P. called IWB. It has some very good portfolios, but I think one good lesson on diversification will be in one IWB portfolio i.e., the Growth Portfolio where it often boasts of huge double digit returns since inception but never on an annual basis. Its Growth portfolio has 8 stocks with about 51% Tech and 38% in just two i.e., SHOP (23.5%) and ARKK (14.5%) as of Feb 2021. Yikes. I stopped keeping track about 6-months ago but an update is due this month (maybe in the G&M). It will be interesting to see if diversification is mentioned in the next update. In fairness, the IWB does warn of the risk of investing in the growth portfolio, but it seems your growth portfolio is much more diversified and reporting annual performance is very helpful. Thanks again. Please publish if you think useful.
Read Answer Asked by Danny-boy on February 15, 2022
Q: Dear 5i,
Assuming the following criteria:
1. war in Ukraine
2. there is correction in International ETF's.
2. one was lucky and was able to buy either TPE and/or THE near the bottom.
Which ETF would you buy for best price appreciation?
(TPE is non-hedged, THE is hedged)
Can you please explain your thought process for this choice.

thanks for your thoughts!
Read Answer Asked by Ian on February 15, 2022
Q: Thoughts abut John De Goey's 'Next drop in the stock market will be a doozy' article today and its underlying premises?

My thanks.
Read Answer Asked by David C. on February 15, 2022
Q: Hi,

Can Canadians buy i bonds directly from the us treasury? My understanding is that it pays a 7.2% interest as it is linked to inflation. Do we have any products like this in Canada and what rates do they offer? Thanks. Regards, Shyam
Read Answer Asked by Shyam on February 15, 2022
Q: I want to free up some cash to take a 2.5% position in HYLD ..... The two candidates for sale are ERE.UN and SIS ...... ERE.UN was getting raves from analysts for growth pre Covid but has been pretty flat for quite some time ..... Is the growth model still intact ? What are their plans ? ..... And your most recent comment on SIS isn't all that enthusiastic so of the two which would you sell ? Also regarding HYLD 5I has shown some hesitance because it is new and small ..... I don't understand why this should be a problem if I know what it's holdings are ..... Please explain ? ..... Also HYLD.U current price is $16.40 and HYLD is a little less ..... I thought the .U symbol meant US dollars and if that's the case those two prices make no sense ? Could you please explain what I'm not getting ? ....... Thanks Garth
Read Answer Asked by Garth on February 15, 2022
Q: You have the profile of the RY.PR.S shares. It has a 4.8% dividend.
I was looking at it for some stability during current strong market swings.
Am wondering how it compares to RY itself -
How the dividend is set since it says 'rate reset'.
If the dividend eligible under CRA or is it a ROC
If there is a management fee
It seems like the only asset is RY
There are no questions on it. Would you own it?
Thanks a lot for your views and guidance.
Read Answer Asked by TOM on February 15, 2022
Q: Hi,
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.

Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.
Read Answer Asked by Dave on February 15, 2022
Q: Hi,

I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?

Many Thanks,
Derek
Read Answer Asked by Derek on February 15, 2022
Q: I hold the above stocks as the industrial portion of my portfolio. I try to keep my portfolio under 28 stocks and your recent comments on your "cooling" to SIS has me contemplating a change. I am trying to decide if I am best served from a diversification standpoint to go with TFII (or too much like CNR?), go with a more of a manufacturing name (ATA, TT), sell SIS and spread the proceeds among the three remaining stocks or as another alternative, might you even consider selling CNR and SIS and replacing both with the names I have suggested (or any others you might add).

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 15, 2022
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