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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: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi
Read Answer Asked by Lexi on December 16, 2020
Q: Peter and Ryan. First off I want to thank you both for the incredible service you have provided over the years. You have been instrumental in the success of a lot of my investments. 5 years from retiring and my portfolio looks awesome. Just wanted to provide some feedback and where you see5I going forward. When I first joined many years ago the question forum was very Canadian focused. It allowed us to hear about some amazing small mid cap Canadian companies. More recently (as I suspect membership has grown) many of the questions are around US companies. As much as I enjoyed hearing about the odd interesting US stock it makes for a very busy and unfocused question forum. Wondering if you would consider.
1. Two separate question forums. One for CDN and one for US
2. Creat a US based model portfolios. Income, balanced and growth

I for one would be happy to pay for a separate US based 5I membership fee. Im not sure if this will conflict with your new position Hedge Fund management role. Please do not take this as criticism, only feedback as I greatly value your opinions

Many thanks. Chris
Read Answer Asked by christopher on December 16, 2020
Q: Enjoyed your article on year end tax selling,i picked the 9 stocks with the greatest estimated revenue growth for 2021 of these 9 could you pick your top 5 which have the best chance of a turnaround for 2021, could you rank them for growth and risk, thank you use extra credits if needed
Read Answer Asked by Greg on December 16, 2020
Q: Can you please rate these stocks for growth over the next two years and possibly throw in a couple more choices you prefer. Thanks
Read Answer Asked by Bruce on December 16, 2020
Q: I’m not sure If this is in your database. Just wondering if you knew of this company, and what you thought of it? It does appear to be connected to medical cannabis. I am somewhat hesitant and have avoided cannabis stocks for the most part. It seems to have gotten a lot of attention lately. I’m just wondering if it’s one I should just watch for a bit more before taking the small position.
Thanks
John
Read Answer Asked by John on December 16, 2020
Q: Hi
A quick question.
I know BMO/ishares have equivalent ETFs to VBAL/VEQT/VGRO.
Are there any equivalents to these all in one ETFs offered US ETF companies?.
Vanguard's US site doesn't show any.
Any one else in the States offering all in one ETFs?
I am hoping if they do offer, their fees will be lower than the Vanguard's here in Canada.
Thanks.
Read Answer Asked by Savalai on December 16, 2020
Q: According to Portfolio Analytics, I'm underweight in Industrial, Consumer Defensive, Utilities and Energy. Can you please give me three names to consider in each category? I'm also overweight in North America so, to the extent that there are good international names in these categories, please include them. I have a fairly long investment horizon: 5 years until my children hit post-secondary and 20-30 years before retirement.
Thanks.
Read Answer Asked by Ben on December 15, 2020
Q: Hi 5i,
I had seen a report you produce earlier this year listing the companies that cut their dividends. I thought you were going to update it regularly. I am having difficulty locating it in the website. Would you please provide the path to it. Thanks
Read Answer Asked by Gordon on December 15, 2020
Q: Hi

Your recent answer to Steven on December 08 2020 appears to favor EDGE. (Not able to pull this symbol on your database yet. Comes up as Edge therapeutics)
I also know that ARKK is one of your favorites through your answers to others' questions.
Now that AUM is going up with EDGE, and their lower fees (50% less than ARKK) would you say EDGE for a 2% initial position and for adding a little bit more if there is a correction is reasonable?
I am bit surprised that a Canadian ETF company offers an all in ETF for a lower fees compared to its US counterparts. How do they do it?!!
Read Answer Asked by Savalai on December 15, 2020
Q: This company was first brought to my attention by an employee of People Corp, stock was .44 when I first looked, pretty sure I asked the first question ever in this forumn. I watched it for a while, bought in as business and liquiditiy improved, adding to my holdings a few times as I felt more comfortable. Didnt take too long and more than once it ran to a 10% position in my portfolio, so I trimmed it back. Yesterday I sold all my shares for a very nice gain. My point, how you manage your positions is just as , perhaps more important as finding good stocks to buy. Thanks for that!
Read Answer Asked by Charles on December 15, 2020
Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.
Read Answer Asked by Ben on December 15, 2020
Q: Yesterday I noticed my book value of BEPC had dropped by about 30%. This morning my online self directed platform still hadn’t adjusted my shares owned to reflect a 3 for 2 split. How long should it take for my brokerage firm to show the correct number of shares owned and why would a company do a 3 for 2 split in the first place?
Read Answer Asked by Rob on December 15, 2020
Q: Good morning, I need some assistance with an ETF I hold in my RRSP that has just been delisted;
KOL Vaneck Vectors ETF has been delisted after close December 14th, 2020. Its liquidation date is December 22, 2020. I have never had a delisted ETF. What are the options to receive payment with this delisted ETF and how/where do I figure out NAV payment calculated and to be received?

Thank you, Lexi
Read Answer Asked by Lexi on December 15, 2020