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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: Hello,
In Portfolio analytics the following comment now appears since last update:

You hold over 10 funds.
The more diversified funds held, the more "market-like" a portfolio becomes and the chance exists for unnecessary fees to be charged.

Can you elaborate on what the intention of this message is? Should I look at holding less than 10 funds in order to make my portfolio more efficient?

Love this tool! Thanks for all your help.
Read Answer Asked by Mauro on May 05, 2021
Q: Hi 5iTeam - Would you consider Nuvei a buy today for a full position or is its price mostly factoring in future growth. The timeline is 3 to 5 years. Also could you provide an update on insider ownership and recent trading. Are there any fundamentals that you think should be noted. Also do you have any suggestions for a similar company with good growth prospects - one Canadian and one U.S. if possible. More if you think it applies. Thanks.
Read Answer Asked by Rob on May 05, 2021
Q: Would you consider Auto Call Notes issued by the Canadian banks a suitable investment for someone in their 80’s? Would your answer be influenced by the type of underlying index?
Thank you for considering my question
Read Answer Asked by Gail on May 05, 2021
Q: You had been recommending QETH.UN for ether investment and you yesterday recommended ETHH.B. Is one preferable over the other? And if one wants to hold for a minimum of 5 years might it be worth selling QETH now and incurring a taxable gain to switch (gain of 70%) or just stick with QETH? Much obliged - Ken
Read Answer Asked by Ken on May 05, 2021
Q: I need to raise some cash by selling a portion of one of the following investments: ATD.B, BYD or ABST. Please rank which have the best upside at this time.
Thank you for your help!
Albert
Read Answer Asked by ALBERT on May 05, 2021
Q: I know you have answered a lot of questions about Norbert's Gambit. I've read some of the answers but not been certain of exactly how to proceed. I searched for a description that would apply specifically to RBC and found this video (there is also a PDF).
https://www.pwlcapital.com/norberts-gambit-rbc-direct-investing/

It doesn't mention the need to call the brokerage’s customer service desk and ask them to journal the shares over to the U.S. dollar side of the account.

I haven't tried this yet. Would you add comments?

Thanks,
Read Answer Asked by Peter on May 05, 2021
Q: Hello 5i team,
You mentioned in a previous response that you would not expect BEP to have the same high returns as in previous years. Can you briefly elaborate more on this?

Since BEP is in a dip, I wanted to purchase the US equivalent shares. Are you still comfortable with this company (you give it an A rating)?

Thank You,
Andrew
Read Answer Asked by Andrew on May 05, 2021
Q: Hello,

What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?

$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales

$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e

$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
Read Answer Asked by James on May 05, 2021
Q: What are your thoughts on the Innovator Defined Outcome ETF's. Has there been enough history to determine if they do what they say they will do? I am specifically looking at PMAY which tracks gains in SPY up to a cap of 8.62% in a year and has a buffer for the first 15% of decline.
Read Answer Asked by ROB on May 05, 2021
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