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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: A little fun. If you had to select a maximum of 10 stocks to purchase and hold for 20 years, which ones would you choose? In this scenario, 100% of all available funds today and in the future would continue to go into these same positions (assuming they continue to exist). There are no parameters on geography, sector or size. The objective is pure growth.
Read Answer Asked by Robert on August 27, 2021
Q: Please clarify this for me so my thinking doesn't go off on a wrong tangent. CDIC covers up to $100,000 in a bank savings account and up to $100,000 in a bank chequing account. What about cash sitting in a registered account [TFSA, LIF, RIF] or in a non-registered account [Margin]?
Right now I'm carrying varying amounts of cash, depending on the account, using it to buy stocks low and sell high. At times the cash balance can exceed $100,000.
Thank you
Read Answer Asked by Ronald on August 26, 2021
Q: I keep watching GSY increasing and was looking for an entry position and it is currently around $191. I like the company and you can't argue with its performance over the index over the past 10 years. The EV/EBITDA is around 11.3 and Earnings Yield 7% but P/B is over 4 and P/CF is around 26 which is a bit high. Most of the analysts I've seen have it at an upper estimate of around $205 and Fair Value anywhere from $169 to $194. Still a good entry point and would you think that their historical performance would likely continue? Thanks for your input and just to say I find your site very informative and recommend it to others. Cheers.
Read Answer Asked by Kevin on August 26, 2021
Q: Peter, could you give me your current assessment of this company and its prospects. In some ways, it seems to be a no-brainer as an investment since it is buying up retailers that use Shopify as their platform.

Now that the stock is showing signs of life, I would be interested in your take on its fundamentals and growth expectations going forward.

Many thanks to you and the team for your excellent service.
Read Answer Asked by David on August 26, 2021
Q: Regarding your recommended portfolios, is it safe to "assume" that if an investment is still in the porfolio, you would consider buying still? If not, is there anyway you could colour code, or highlight that you support acquiring still or just hold as some investments have been there a long time.
Read Answer Asked by Steven on August 26, 2021
Q: I have a question about 89639

Hi 5i,

NSGE ETF is a Sustainable Global ETF that has been around for a little over 1 Year. It has good performance since it's introduction. It's AUM have grown from approx. 10M to over 300M in a short time. Can you help explain why the trading volume is extremely low? Can you provide your overall thoughts for this ETF? Can you also provide your thoughts on the subadvisor Alliance Bernstein?

take care and thanks
Read Answer Asked by Ian on August 26, 2021
Q: Can you provide guidance on what is the most appropriate strategy for profit taking? Should you have an objective in mind when purchasing, and when that goal is achieved, sell? Or if underlying investment still has solid fundamentals, continue to hold?
Read Answer Asked by Steven on August 26, 2021
Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.
Read Answer Asked on August 26, 2021
Q: I own ZHY, XHY and ZEF bond ETFs. They do pay some income, but the capital is getting constantly depleted - I am 10% down on ZHY/XHY and 5% down on ZEF after holding them for many years. Is there a point of keeping these funds or should I get rid of them?
Read Answer Asked by Mirjana on August 26, 2021
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