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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: Please help me balance out one of my portfolios. It is tilted heavily to quality us stocks- GOOGL, TMO, MSFT, DIS, SYK, NVDA, BKNG, ACN,BLK, SBUX,ADP,IDXX, ADOBE, EL, AND XYL.
My canadian stocks are BAM,TD, CNR, FSV, SHOP AND TSU.

I would like to increase canadian exposure--- would you suggest gradually
adding to an etf such as xic or could you suggest a few canadian stocks
that would be suitable in this investing envioronment such as energy, materials etc to balance out this portfolio.

Regards, Ajay
Read Answer Asked by Alka on April 07, 2022
Q: What are your opinions on BIPC and BIP.UN?

I hold these in registered accounts and now they account for ~9% of my total portfolio and when I consider the fact I hold BAM.A these Brookefield names would represent ~12 % of my portfolio. As a result I am tempted to trim BIPC or BIP.UN.

If I were to trim do you have any preference/recommendation to trim one over the other or both equally?
Read Answer Asked by Simon on April 07, 2022
Q: Which would you choose if only one were to be added to a portfolio? I have owned SYK and know it to be a relatively steady-eddy company but one that has had some solid growth over the years. ISRG showed very promising stock appreciation but that has certainly cooled off over the past several months. Which do you feel has the better total upside over the next 5 years?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 06, 2022
Q: I entered a 5000 share buy order on a fairly actively traded TSX.V company (approx. 100K shares daily trading). My buy order was filled with 500 shares (exactly) per trade every 2 minutes, exactly according to the time stamp on the order. Can you comment on what appears to be a peculiar selling pattern.? Is it some sort of "computer" generated selling process and what might it be a sign of?
Read Answer Asked by John on April 06, 2022
Q: For investors seeking to capitalize directly on what looks to be an impending rate hike bonanza through the end of this year (and possibly into 2023), what options are there to look at?

TTT (US) seems like the only decent option but it only offers exposure to longer term rates (20y) which could take a while to respond to higher rates on the short end. Any options you can provide me to investigate are greatly appreciated. Thanks.
Read Answer Asked by Marco on April 06, 2022
Q: Hi Everyone at 5i! I learned my IPO lesson with Rivian and it hurts!! A good solid loss. I was thinking of selling what little funds I have left and buying some Mullen Automotive. It is a much smaller stock but seems to be beating earnings. Your thoughts??? Would I be going from the fire into the frying pan???Cheers, Tamara
Read Answer Asked by Tamara on April 06, 2022
Q: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.
Read Answer Asked by Greg on April 06, 2022
Q: The current "supply and confidence" arrangement between the federal Liberal and NDP parties has resulted in the announcement of the intention to establish a national dental plan, for which there are very few specifics, save the $90,000 family income threshold, that this plan is for "Candians lacking dental coverage" (as per CBC report) and that coverage will be provided to Canadians under twelve years of age in this year, to Canadians under eighteen in 2023, with full implementation in 2025.

While it would be an impossible task to truly account for the potential impact to existing dental insurance providers, given the lack of any concrete information regarding levels of funding and range of services to be covered within this policy, could you offer any commentary (significant hedging of opinion is to be expected) on the potential near-term impact to the major players in the Canadian insurance space? Any insights you deem appropriate to share would be most appreciated. As always, I appreciate your candour and I look forward to your response.
Read Answer Asked by Domenic on April 06, 2022
Q: Between January and March of last year (13-16 months ago) I sold my bond holdings in ZAG and CLF and moved the money into the short-term bond fund ZST. As a capital preservation strategy it limited the downside from rising interest rates. ZST is down 2%, while CLF is down 6% and ZAG 9%. I saw an analyst on BNN this morning recommend it is time to start easing back into longer term bonds. It feels a bit early to me. Won't the short term bond funds benefit first from rising rates while the longer term funds will continue to decline? If capital preservation and rate of return are weighted about 50/50, what do you think of moving back into longer term bond funds at this time and would you do it gradually?
Read Answer Asked by Ken on April 06, 2022
Q: oh Ross Healey....on Market Call.......yes Garth and another person, everyone has an opinion but Ross's is like outside the standard deviation and by a wide margin me, surprised BNNBloomberg invites the "heel" onto the show
I'll take 5IR anytime.......Tom
Read Answer Asked by Tom on April 06, 2022
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