Investment Q&A

Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?

Q: Which stock of these three do you prefer and what order would you put them in.

Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB

Q: Please explain where a bought deal is announced by a Company with a broker at a discount to the share price at the time of announcement, where the institution then "shorts' the stock to cover the PP. Rookie question, but the only dumb question is the one not asked.

Q: Hi 5i,

If your recommendation is to use the 3 month T-Bill alternative, what do you see as the high for this rate over the next 5 years?

Thanks for your guess.

Q: What do you think about this one here? Got a tip about it and it looks beaten down.

Q: Bought these when you first put them into the Growth Portfolio. Was wondering if you still feel that they have potential. What do you think is needed to get them going in a positive direction? What do their financials look like?
Thanks for your invaluable wisdom and knowledge.
John

Q: Lots of talk about China taking over Taiwan. Maybe something happens, maybe not. How would a disruption in Taiwan Semiconductor production/supply impact NVDA in the short to intermediate term? Should the market be pricing in this risk in your opinion?

Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You

Q: Hi Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis

Q: Hi Guys
For a long term hold, if your view is the U.S. dollar will decline steeply over time, would it not be best to purchase my Emerging Markets through IEMG, as the foreign currencies become worth more against the U.S. dollar?
thanks Gord

Q: I am familiar with norberts gambit to move Canadian dollars to the US but what is the best way to convert US dollars to Canadian currency?

Q: I was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?

Q: My portfolio shows 15.74 in technology. Would this include tech stocks in etfs I hold?

Q: GA; General Assembly Holdings what about it

Q: Hi Everyone at 5i!!! With Biden’s objective to enhance American infrastructure, what companies and ETFs stand to benefit from this and which would be the best ones to invest in? The list can include the stocks that provide the raw materials to this project as well. Thank you , Tamara

Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.

CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.

1) Do you think this is getting overdone and are we due for some kind of correction in this sector?

2) Are any of the above still good buys after these large, rapid price increases?

3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?

Thanks.

Q: NEO-L
Duane recently had a question about Amazon being available to purchase on NEO-L. I don't understand what is involved here; can you pls describe how such CDRs work. I do not know even where / how to purchase them. Also, I am concerned with liquidity; on their website they state "CDRs will reference highly liquid global shares that trade on major exchanges around the world. Generally speaking, where the underlying shares has a high trading volume, the corresponding CDR is expected to have a high degree of liquidity.".
Will shares (units?) be easy to sell if one wants to dispose of a position? I believe these will make otherwise high priced stocks available to small investors. Can you think other advantages or disadvantages to buying? Last any other source of info you can point me to? Many thanks for your excellent service

Q: Hello, I am up 1000% in DSG and have clearly held it for a long time. I believe in holding my winners, while watching portfolio weightings...It was blind luck rather than skill. Question, how is DSG going forward...any other lucky names especially in the tech sector . I am woefully incompetent here.

Q: Hello 5i Research
I have held Visa ,MasterCard and PayPal for a while in my US RRSP account and happy with the performance.Would consider them as an reopening stock and performance even better as people travel more and go out more.
Thanks
Claudio