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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: Now that D2L has come out with a price range for their IPO do you have any comments/further thoughts? Do you have any personal insight into management/the founder(s)?

Thanks,
Read Answer Asked by Stephen R. on October 19, 2021
Q: what do you think about this IPO your unbias opinion always appreciated?
Read Answer Asked by OSCAR on October 19, 2021
Q: Hi,

I recall conversations years ago where people were commenting that the market is expensive, but the quick rebuttal was always-were else are you going to put your money.

In your opinion, is there an interest rate level where institutions start to move out of equities and back into fixed income. Additionally, is there a 2-10 or 5-30 year spread level that would signal any potential issues for the equity market?

thanks as always for your valuable insight.
Read Answer Asked by Brad on October 19, 2021
Q: I have the time and interest to invest in individual stocks and have benefited greatly from your advice, My 28 year old son is looking to me for investment advice and I was hoping that you could help me. He is young with a long investment horizon so he is not interested in any bond or fixed income components and is comfortable with a portfolio holding a diversified mix of 100% stocks in various geographies. He wants to control his own portfolio but does not have the time to research and stay on top of individual stocks and is leaning towards an ETF portfolio. I am not well versed in this area and was hoping you could provide some guidance.

He is looking at XEQT and VEQT as possible one stop solutions. There are some minor differences between the two, but overall they appear very similar. XEQT has a MER of 0.2% and VEQT has a MER of 0.25%, VEQT holds more stocks than XEQT and XEQT is weighted a bit more towards US stocks and a bit less towards CAD stocks compared to VEQT. Would you recommend one over the other, or hold both?

Instead of buying one of these he is also considering holding a two (or more) ETF portfolio using VCN and XAW ETFs. VCN tracks the Canadian market, XAW tracks the global market excluding Canada. A portfolio of 25% VCN and 75% XAW would replicate XEQT/VEQT very closely, but would have a weighted average MER of about .18%. The trade off is that this one would need to be rebalanced, whereas with XEQT/VEQT all rebalancing is done automatically. Would a 25%VCN/75% XAW be preferable to XEQT/VEQT?

If it was you at 28, would you do either of the above or would you prefer a portfolio of other ETFs and if so, what would those be?

Many thanks

Scott
Read Answer Asked by Scott on October 19, 2021
Q: Hello Peter,
With recent announcements of US companies launching Bitcoin ETFs, there is a concern that Canadian Companies may experience outflows. If so, i would think if one was invested in a bitcoin eft such as the one from purpose or evolve, the stock price (representing etf of bitcoin) would still go up if bitcoin went up? Hence, i don't see concern from putting monies in the canadian ETFs. Any comments please? Also, what is your opinion on whether the etfs are hedged? Does it mean the hedging works both ways whether the canadian dollar goes up or down? I was expecting Nuvei to do much better after the US listing but the stock has not moved. Are you still comfortable with new monies in Nuvei? Lastly, i was thinking of increasing my position to 3 percent for ATS automation. From your responses, you seem to like the stock. Thanks very much.
Read Answer Asked by umedali on October 19, 2021
Q: Hi
I am reviewing my portfolio trying to decide i i should sell some of my stocks

WEE , TVK and SXP have been very profitable , do you suggest holding these stocks for the long term, a partial sell off , or to sell off the full position at this time .
I have lost money on ETI, LEAF, and GSQ do you suggest holding for the long term or selling off at this time

Thank you
Howard
Read Answer Asked by Howard on October 19, 2021
Q: Hi 5i,
A problem I have is selling winning stocks when I think they've reached their zenith, only to watch them continue to rise. Right now the "SELL ATZ" voice in my ear is pretty insistent and I need some counselling.
Given ATZ pays no dividend, the only reason to continue holding is more capital gain - do you think that's in the offing or do the underlying numbers and market circumstances suggest it's at or close to its zenith now, at 50 bucks?
Thanks for your thoughts,
Peter
Read Answer Asked by Peter on October 19, 2021
Q: Could you please outline how to evaluate the value of a segregated fund, and also what ramifications there are to selling it, as compared to other equities or funds?

Thanks

Peted
Read Answer Asked by Peter on October 19, 2021
Q: My grandson has been financially responsible and soon to be mortgage free. He has made some investments with with a financial advisor who has him in high MER mutual funds. He doesn't feel competent to have a self-directed stock account but he would like to invest using ETFs. Can you recommend where I might start in searching for an advisor who would be willing to invest in ETFs for a relatively small ($40,000) account to start. My grandson lives in Greater Vancouver.
With appreciation,
Ed
Read Answer Asked by Ed on October 19, 2021
Q: Hi Peter, Ryan, and Team,

The most recent question about XMD was on Feb. 23.

For a combined portfolio that is skewed somewhat more heavily to larger-cap stocks, could XMD make a good addition? From the iShares website: "Targeted exposure to mid-cap and small-cap Canadian equities". (I can trade this ETF commission-free.) XMD holds 175 stocks, many of which are favoured by 5i, but of course it also holds some that have fallen out of favour. Please suggest alternative Canadian and US ETFs that you may consider "better" but have the same overall goals of XMD.

As always, your advice is important.
Read Answer Asked by Jerry on October 19, 2021
Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis
Read Answer Asked by Linda on October 19, 2021
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