Investment Q&A

Q: The typical suggested portfolio size seems to be about 20 stocks. Your portfolios are constructed at about this size. Why?

Why not a larger assortment of stocks/ETFs/etc...? Perhaps a limit of $2000 (or whatever) per selection could be made and each sector would then be represented and diversified within. Would not this mitigate risk while still providing opportunities for gain?

Q: From what I understand this company is going public in February. Apparently it has been in business since 1973, and is a leader in supplying plastics to the car industry.
Do you have any information about this company, its team, and its past performance??

Thank you
Steve

Q: The IPO for ABC Technologies is upcoming and it is still open for expressions of interest. What are your thoughts on this company based on the prospectus?

Q: There are a lot of small to medium sized Canadian technology companies, some of them fairly new to the stock market, that have seen very good stock price appreciation in the last year or two. Many/most of these companies are not profitable, and obviously this is a fairly speculative segment of the market. Today, I heard Darren Sissons talking about JDS Uniphase which went from $2 to $1,000 and back to $2 in the tech bubble 21 years ago. I'm wondering about how many of these small to medium sized Canadian tech companies might suffer a similar fate, and how many will succeed. Of the following list of stocks, what would be your estimate for the % of them that will succeed 5 - 10 years down the road at becoming long term successful businesses, with strong profits and a substantially higher stock price than now, and what % will fall by the wayside, failing to become good profitable businesses, and seeing their stock price drop off substantially. There are no doubt others that could be included in this list, but these are the ones I have picked out. Not asking which ones will succeed, just trying to get an idea of general potential for success/failure for this type of company/stock. ADCO, AT, CTS, DCBO, DND, KSI, LSPD, MVP, NVEI, PHO, QUIS, STC, WISH.

Q: Hi Guys,

I would like to add one more eft to my balance (75%) and growth (25%) portfolio, what would be your top North American pick for a 3 to 5 year hold? I already hold Arkk 3%, Dxg 7%, Arkg 2% and Tan 3.5%. Or should I just add to one of the ones already inside my portfolio.

thanks
Jim

Q: Can you recommend an ETF that covers the green energy industry - particularly solar and hydrogen. Thanks.

Q: Hello,

Can you please provide your thoughts on CHAR Technologies Ltd.?

Thanks!

Q: Is there a Canadian Co. that might benefit from the proposed Infrastructure spending that U.S
President Biden is planning for the U.S.? Would this Co. have to be listed on both the Canadian & U.S. Exchanges? I want a stock that qualifies for the Canadian DTC. I find BIP.UN & BIPC a bit baffling. Last March, BIPC was created & I thought it was supposed to mirror BIP.UN but as of last Friday there was a $20 difference between the price of the two stocks. When I look into BIPC which I would prefer because of the DTC, most of its holdings are in Brazil & the U.K.
Thank you: Jerry

Q: Peter; Can you comment on the acquisition today? Thanks.
Rod

Q: Would you still be adding to CRNC if I watched it instead of jumping in and could you highlight the opportunity/risks. I do own Hyre and wondering if you could comment pls on the new partnership? (market seems pleased)

Q: Hi,
What would be a good entry point for AT?
Thanks

Q: Peter/Ryan, can you comment on what's going on in the market re: the Hedge Funds and shorting news. Can this be harmful to us regular small investors who are just trying to grow there investments. Should we be doing anything to avoid any trouble, like locking in our gains and selling. Thanks

Q: I read REAL Matters financial results and your response to an earlier question. The growth in all areas seemed extraordinary so what is contributing to their EPS misses the past two quarters? The market reaction both times has been to significantly push the share price down?

Q: Hello 5i Team,

Thanks for all your excellent suggesstions/advice in the past and have made good returns.
The current allocation for ZIN in my RRSP is 3.5% and the value has increased by 25%. I was wondering if it is prudent to sell ZIN now and buy XGI so that I can DRIP and add the profits from ZIN to VUN.

Q: Both of these vaccine stock are having huge gains today, Jan 29, especially Novavax on it's very good 3rd trial results. Would now be a good time to enter with the whole world needing more vaccines and these two have confirmed their efficacy? Or still too speculative? Thanks for your timely guidance.

Q: Good day ,
Please comment on recent quarter .
Thx
Mark

Q: Is it possible to create a list of USA and CDN stocks that are heavily shorted if not is there a site that you can refer to?

Thanks for the great service

Q: Hello. I am looking for an investment opportunity that aligns itself with sustainability and the environment. I am a conservative investor with a time horizon of 10-15 years. What are your thoughts on NEI Environmental Leaders Fund? Would you have other suggestions instead? ETF’s? Stock? Other mutual fund? Many thanks for your insight and guidance.

Q: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan

Q: Hello -
I have a concern about the grossing up of Canadian dividends (non registered account) affecting my OAS when I reach 71. By that time I will be forced to RRIF, I'll have my CPP, and I also have a company pension that I will be drawing from prior to that.

I know you are not tax experts, but wondered if you see anything wrong with my thinking here. I am leaning more towards lower paying dividend paying blue chips in that non-registered account. I already have ATD.B and CNR. Are there any other quality Canadian companies that you are comfortable with in this "lower dividend" category?

Alternatively I was thinking I could "swap" some investments. i.e. have more Canadian dividend payers in my RRSP and have my emerging market ETF's - ZID and VEE - in my non-registered account. Do you think this is worth considering?
At least those dividends would not be grossed up. Although the trade-off is that you lose the dividend credit.......sigh.