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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: The Montley Fool is highly recommending Acuity Ads
as a strong buy with great potential and consider it a must have in your portfolio. What are your thoughts on this stock rebounding. Would you recommend buying at this price and do you share the same optimism??? Thanks for taking my question.

Read Answer Asked by Homer on March 30, 2022
Q: HI Peter and Staff

I own ITP in my basket of materials stocks. Trading at $1 below proposed sales price.

Assume the $9.99 * 2 is not an issue would you pull the trigger now and increase a modest position in TECK.B or wait for the sale to close?

Also assuming position in TECK.B is not overweight regardless of answer to first question would you continue to hold WFG in the basket or dump it in favour of increasing position in TECK.B?

Thanks for you you do

Dennis
Read Answer Asked by Dennis on March 29, 2022
Q: I have about half of my balanced income portfolio in equities and the remainder in cash. Although my stocks are balanced, I still hold no fixed income investments. I like the sleep at night cash but feel it is too big of a chunk to just let sit in cash., Can you please suggest an approach to fixed income and recommend a few possibilities to consider. As always, thanks for your help
Read Answer Asked by Robert on March 29, 2022
Q: Hi 5i
As we all know, growth companies need to maintain strong growth to justify their valuations. In looking at some past answers, I am not clear if you prefer earnings growth or revenue growth as the key metric. For a tech company, what would you consider as a strong earnings growth rate and a strong revenue growth rate? How many years do you look out? Are there any websites that show these projections? I do not believe that your website shows forward looking growth rates, just historical ones.
Thanks again.
Read Answer Asked by Dave on March 29, 2022
Q: Could you rate these 3 on a scale of 1-10 with 10 being best,for a turnaround after all being beat up pretty good in the last 3-9 months for increased earnings,growth and which one has the best management and which one would you start a position today for a 1-2 year hold or do they need more time to consolidate thank you
Read Answer Asked by Greg on March 29, 2022
Q: DIVIDENDS IN THE US TAX FREE SAVINGS ACCOUNT, DO YOU HAVE TO PAY THE US .15% NON-RESIDENT CHARGE ON US STOCKS DIVIDENDS? THANK YOU, HERBIE
Read Answer Asked by Herbert on March 29, 2022
Q: When holding Canadian securities in USD accounts that pay dividends in CAD$, do fx charges get applied to convert to USD?
Read Answer Asked by Tony on March 29, 2022
Q: Greetings - Katie Stockton has just launched this actively managed etf which utilizes her technical analysis and rebalances monthly via 14 sector etfs. In down cycles she will use treasuries and gold to strive to reduce capital loss. Her Fairlead research company seems well respected in the industry. Aside from the usual caveats that a new etf needs some time to see how it will perform and the need for it to build sufficient liquidity do you have any views regarding Katie's track record as a technician, her reputation in the industry and the approach of active sector rotation based on technicals this particular etf will follow. Would appreciate your views. Thank you.
Read Answer Asked by Ken on March 29, 2022
Q: Hi Peter and 5i Team
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary
Read Answer Asked by Gary on March 29, 2022
Q: Hello Peter and team,
Is NVDA a buy under $280 per share and what is its current PE ratio? I was thinking of buying open text but this company does not seem to get a lot of positive attention (stock hardly moves) in risk on or risk off markets. Do you the current price at $53 is good entry point? Thanks very much.
Read Answer Asked by umedali on March 29, 2022
Q: Hi,

For fixed income, from your Q&A, it still make sense to have some holdings in inflation protected bond funds. In your opinion, would it be a good idea to shift most bond holdings into funds like these until inflation abates? What are your favourite inflation protected funds in the US and Canada?

Thank you, Michael
Read Answer Asked by Michael on March 29, 2022
Q: Just an additional answer to those who are interested in ADR'S as a way to diversify. Re costs, yes there are some. Eg, in my registered account, on my BP dividend, I get charged a fee on each dividend payout. Equates to 1.5% of the amount paid. I take it this is the local institutions custody and processing fee. Yet to see on UL but will likely be similar
Read Answer Asked by Harry on March 29, 2022