skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Watched a very interesting interview with an analyst on BNN yesterday making the case for therapeutics as the way forward for battling new Covid variants (as opposed to MRNA booster shots). Made interesting points and suggested a few stocks. Two are very small but SRNE is a reasonably sized Co. What does the book look like for this one?

TIA
Read Answer Asked by Gerald on August 20, 2021
Q: VQS jumped after that Alta Fox report a few months ago, but has fallen back a little. Do you like VQS now that it has come down a little, and do you see it as a stock that has long-term potential to out perform (or do you like some other small/mid cap companies better e.g. SYZ)
Read Answer Asked by Jeff on August 20, 2021
Q: Hello

With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?

I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.

Thank you
Read Answer Asked by Kristelle on August 20, 2021
Q: Out of curiosity, if you've maxed out your TFSA contributions, had gains and withdrew, say $100,000, are you allowed to put back $100,000 the next year or only the max contribution allowance?

Thanks

Dave
Read Answer Asked by David on August 20, 2021
Q: Good afternoon,

Looking for some general guidance.

I currently have 25% of my portfolio in CAD-listed US ETF's - 14% XUU, and 11% ZSP. I have a few questions for you guys....

1. Would you ever put just 25% in (either) ETF or do you like that fact theyre different (I think you recommend no more than 15% per ETF max? is that correct?). I'd see the advantage of all-in one being better for DRIP'ing but think you (and me) prefer diversification.

2. I would like to add more American holdings in general (maybe 8% more to get to 33%). I am mostly interest in CAD-ETF's to achieve this. Would you view XQQ or XUS as a way to add some 'torque'?

Thanks for your help.
Read Answer Asked by Jeff on August 20, 2021
Q: Hi 5i,

This Active Global Equity ETF, TGGR created approximately 1 Year ago has reasonable 1 Year performance. It's Total Net Assets is listed as approx. 4.2M and has 200K shares out. Total assets seem very low for an ETF that has been available for at least 1 Year. The trade volumes are also very low. Does this suggest that investors have not been interested in the ETF in the past year and the 4.2M represents the initial seed money TD used to create the ETF? In general, should one avoid an ETF with similar characteristics?
Read Answer Asked by Ian on August 20, 2021
Q: Hello currently hold these 2 for my allocation to the metals sector. Both have been getting beat up. IF, I am looking to add shares at these prices would you recommend adding to these things company’s or would you recommend others?
Is silvercorps exposure to China something you are concerned with???
Thanks
Read Answer Asked by PETER on August 20, 2021
Q: Holding some decent gains in BAM, BIP, BEP and ONEX. Looking to consolidate BEP, BIP, BAM and ONEX in particular in registered accounts. Looking at past performance, ONEX has outperformed BAM over certain periods of time, while BAM looks to be the outperformer over the longer term. At this particular time, what is your opinion on switching from ONEX to BAM or would it be good to hold both for diversification? Which do you think will be the outperformer over the next 10-20 years? If my goal is long term capital growth and not income, would you sell BEP and BIP and just shift it into BAM? Current weightings are BAM 2.3%, ONEX 2.1%, BEP 1.1%, BIP 1.5%. Thanks!
Read Answer Asked by Keith on August 20, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!