Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Q: Hello,

Would you consider XAW:CA as a good ETF to round out the equity portion of the 5i balanced portfolio? Do you see 60% 5i port, 20% XAW:CA, 20% XBB:CA as a decent general allocation for long term investment or would you add different ETF's?

Thank you!

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Read Answer Asked by Derek on February 28, 2022

• Sangoma Technologies Corporation (STC)
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• Shopify Inc. (SHOP)
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• Nuvei Corporation (NVEI)
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Q: Good Morning
I have the following stocks in my tfsa all down nvei stc shop
Would you add a small amount to each or take a larger position in one now or wait? What strategy would you follow?
Thks
Marcel

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Read Answer Asked by Marcel on February 28, 2022

• TFI International Inc. (TFII)
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• Topicus.com Inc. (TOI)
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Q: Good morning
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel

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Read Answer Asked by Marcel on February 28, 2022

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi 5i, do you think AC will ever become profitable? If yes, when please?

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Read Answer Asked by Ron on February 28, 2022

• AbCellera Biologics Inc. (ABCL)
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Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

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Read Answer Asked by John on February 28, 2022

• Freeport-McMoRan Inc. (FCX)
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• Nutrien Ltd. (NTR)
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Q: Hi,

My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.

Best,
Matt

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Read Answer Asked by Matt on February 28, 2022

• NVIDIA Corporation (NVDA)
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• WELL Health Technologies Corp. (WELL)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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• Pinterest Inc. Class A (PINS)
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• Upstart Holdings Inc. (UPST)
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Q: acuity ads ,well health,enthusiastic gaming apps... pinterest....upst... nvda... please rate with the thoughts of long term potential

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Read Answer Asked by cliff on February 28, 2022

• Descartes Systems Group Inc. (The) (DSG)
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Q: Good Morning
My wife has these 2 stocks in her TFSA BAM.A DSG she can add a small amount 2 both or a larger amount to one What would your preference be to do and would you do it now
Thks
Marcel

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Read Answer Asked by Marcel on February 28, 2022

• Kinaxis Inc. (KXS)
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• DocuSign Inc. (DOCU)
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• Sonida Senior Living Inc Com (New) (CSU)
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• Affirm Holdings Inc. (AFRM)
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• Topicus.com Inc. (TOI)
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Q: My accrued gains from the last few years on these tech stocks are evaporating. I'm thinking of selling the works and buying an energy ETF like IXC. Does this trade make sense?

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Read Answer Asked by MATHEW on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Thoughts on the quarter for FSZ.
Thanks
Rob

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Read Answer Asked by Robert on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: I know you have answered some questions recently on FSZ. Have your thoughts change after the results this morning (Feb 25) ? I have it for income so wondering if you think the hefty dividend is safe and thoughts for capital appreciation over the next 8-24 months ?

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Read Answer Asked by Randy on February 26, 2022

• Trevali Mining Corporation (TV)
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Q: Results are out this morning (Feb 25). Can I get your take on them and thoughts on where the SP might go over the next 18-24 months if things remain on trend.

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Read Answer Asked by Randy on February 25, 2022

• Rio Tinto Plc (RIO)
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• BHP Group Ltd. (BHP)
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Q: I hold two major mining companies based on inflation expectations and yield.

With the current conflict in Europe came a surge in commodity prices and the threat of sanctions against the major Russian production of such strategic metals as aluminum.

I looked at the operations of both companies and didn't see anything significant in Russia that might suffer from sanctions or even expropriation. I would have expected both to move sharply higher.

They both dropped with the invasion of Ukraine. I'm missing something. What is it?

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Read Answer Asked by Larry on February 25, 2022

Q: Could you please indicate which of Treasury Bills, GICs, NHA MBSs, and Canada Mortgage Bonds in general pay the highest rate of interest. Also, could you grade from lowest to highest risk? In view of the possibility that interest rates will rise would you wait to purchase, or if rates do rise would the increase be sufficient, in your opinion and not knowing the amount to be invested, to make a significant difference?
Thank you for considering my questions.

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Read Answer Asked by Gail on February 25, 2022

• Stelco Holdings Inc. (STLC)
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Q: I hold a full position in Stelco. Could you comment on their earnings and outlook? Thanks.

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Read Answer Asked by Ken on February 25, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: Why did SE surge today?

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Read Answer Asked by Cory on February 25, 2022

• Enbridge Inc. (ENB)
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• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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• BMO S&P 500 Index ETF (ZSP)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard Total Stock Market ETF (VTI)
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Q: 65 yr old retiring this year. I hold the following: XAW (35%), XBB (20%), XIC (12%), CDZ (7%), ZSP (7%), VTI (7%), ZIC, VTI and ENB at 5% each.
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?

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Read Answer Asked by Rosemin on February 25, 2022

• Baytex Energy Corp. (BTE)
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Q: Could you give us your thoughts on their 1/4 please

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Read Answer Asked by Greg on February 25, 2022

Q: You use the term the current market craziness a few times for the fall in high growth companies. I feel the same market craziness could have been for the same high growth companies at the top of the market and there valuations. I think the market is finally taking these companies to the value that they actually are.

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Read Answer Asked by eugene on February 25, 2022

• NVIDIA Corporation (NVDA)
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• Enghouse Systems Limited (ENGH)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Converge Technology Solutions Corp. (CTS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Topicus.com Inc. (TOI)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: What order would you add these stocks to the tech part of a portfolio at the current time?

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Read Answer Asked by Gary on February 25, 2022