Investment Q&A

Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this

Q: Greetings - can you comment on why this one would be down recently. is there some market shift of actual business results (which i cannot find) that would explain the softness in the price.

Q: I asked a question about XSTH a few days ago. Your main concern was the fact that it was new and very small asset wise. What about if I bought STIP on the Us exchange instead? It has been around since 2010 and has more assets. What would your opinion be on this?

Q: Looking for your comments on this stock now that it has completed a financing. I have read that their technology is pretty good, but it seems to have a hard time getting any traction.

Q: Hi, Given the preliminary report on earnings and the covid related shutdown, what are your thoughts on Ichor going forward.
Cheers, Chris
As always, take care and keep up the good work

Q: Do you think CVX is an investable company at this point?

Thank you,

Mike

Q: Hi,

It seems to me that the good days of the above ETFs are now behind them. They have been loosing speed, as for instance ARKG going from a yield of 33% over 3 years to 18% over 1 year.

What is your assessment of these ETFs at this time. Would you hold or sell to remplace them by ETFs with better growth potential ? If so, which ones would you suggest ?

Thanks a million,

Jacques IDS

Q: Hello. A forced choice request. I have been tracking these 6 captionally noted US stocks for some time. At the moment I have capital to invest in three new positions. My interest is in growth, and I'm planning to hold for min 5 to max 10 years. Clearly, I'm an investor and not a trader. From this list, which 3 stocks would you anticipate might hold the best prospects for continued growth over that time span. Thanks!

Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.

Q: Greetings 5i team.

In looking at Q's archives, I do not see a question that required a review of current state of affairs.
May I please have your retroactive views on SCL's Aug/21 results and outlook? Please also include the earnings estimates coming up in Nov/21 and advise if you see value in the equity of SCL.

Many thanks for your assessment.

Q: Dear 5i team.

I am considering a switch from CPX to NPI and wanted to know your views on these two matched head to head. Is there a better alternative to switch to in the same space?


Many thanks.

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

Q: WELL has been checking all the boxes. Yet they are stuck near their 52 week low. Any ideas why?

Q: I have room for 1 full position in my US RRSP. I do not have exposure to US financials and was looking for your opinion for a relatively diversified US financial with the best prospects for CAGR over the next 3 to 5 years. I came up with Paypal, Square, MS, and JPM. I feel that Paypal (with it recent sell off) is the best option. What is your opinion?

Q: Good morning!

AFRM aside, could you rank 3 or 4 of favorite US based IPOs so far in 2021, that you’re watching and briefly let us know what you see and like.

thx, Mark

Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!

Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you

Q: Which of the 5i favoured tech stocks often hi-lighted on the Q&A pages (e.g. LSPD, NVEI, AFRM, GOOG) will likely see a significant short-term hit with rising interest rates to combat inflation and any that might be immune?

Q: MMX is in the growth portfolio. It’s been there for a while and has not moved. Would you consider it buyable today?

Q: For the last 11 years - I have been investing in Canadian companies with a track record of dividend increases. I have been a 5I member for most of those 11 years and you have always provided very insightful guidance - Many thanks!

The strategy has worked pretty well and is very tax efficient owing to the Dividend Tax Credit. Recently there has been alot of political talk about "taxing the rich" particularly vis a vis the capital gains inclusion rate - with less - but still some talk about elimination of the DTC. ("Rich" of course means anyone with any taxable holdings at all).

Aside from the obvious impact on my tax bill if the DTC were reduced or eliminated - I worry that there would be huge impact on the Canadian market. What are your views on the likelihood of a change to the DTC and would you expect a large impact on the stock price of Canadian dividend payers.

Thanks!