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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: In a $700000 plus portfolio, cash, TFSAS & RRIFs I own the following securities in the indicated percentages.
AQN-4.1%;BAM.A- 3.27: BEPC-2.08: BNS-3.69:
BYD-3.79: CAE-4.22: CAR.UN-3.6: EIF-4.13: ENB-3.1: GSY-4.73: KXS-2.6:LSPD-10.11: MG-3.36: PBH-3.37: SLF-2.5: T-3.79: TFII-2.94: THNK-1.55: VFV-3.67: VGG-7.94: WELL-4.14: WSP -4.28: CRWD -3.51: VEEV-4.47: Cash-5%.
Took profit and reduced positions in TFII and KXS. To deploy this cash, are there any undervalued securities that you would consider as an appropriate addition to this portfolio? I think that growth and value can be synonymous.
What are your thoughts on CRWD. Would you continue to hold it or look for better opportunities elsewhere. If so any suggestions would be appreciated.
Read Answer Asked by Roy on January 26, 2021
Q: Hello 5i team, I need to assemble a large amount of U.S. dollars (~$25,000 for an investment near and dear to your hearts). I have used Norbert's Gambit for smaller conversions in the past, which works fine except that I'm sometimes tempted to 'play trader' and to time my transactions to pick up some extra dollars. But for this large transaction, I don't want to mess around. I know I can do the gambit with any interlisted stock, but I would prefer to reduce or eliminate the risk of a price move against me. Can you recommend a good investment vehicle for this purpose? Also, can the buy and sell be done the same day, or do brokers require the first buy trade to settle before I can do the sell on the US side? Thank you!
Read Answer Asked by James on January 26, 2021
Q: Hello team, while I'm generally a buy-and-hold investor, I've actually done well in the past several months by buying Raytheon when it has a significant drop (to $50s or low $60s) and selling it after it quickly bounces up nicely into the $70s. It is again dropping towards the low $60s - and I do like the company and could be comfortable holding this longer term, for post-pandemic growth, etc.. Would you be keen on this stock for a longer term hold if one can pick it up in the low $60s? Thank you!
Read Answer Asked by James on January 26, 2021
Q: Hi

Im planning on taking out 100k from my heloc at2.95% and investing it in dividend stocks at a higher rate. Can you give me a recommendation of which stocks and how many would be appropriate.

TIA
Mike
Read Answer Asked by Michael on January 26, 2021
Q: What are your thoughts about investing in an ETF such as CARS as an intro. to the electric vehicles market? Thanks.
Read Answer Asked by serge on January 26, 2021
Q: Given the high price of CSU shares, I am wondering how many investors like me are out there - those that held between 5 and 30 shares CSU shares which resulted in our receiving a rather insignificant number of Topicus shares. If your predictions of $50 per Topicus shares holds, do you anticipate there being a large number of small odd-lots of Topicus shares being sold and if so, will this depress the IPO price? Or are most CSU shares owned by institutions and large investors and us retail investors, therefore, won't move the needle? (Personally, I wish we would have received cash instead)

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 26, 2021
Q: When mutual funds and ETF'S show there annual returns are they net of all fees? So if a mutual fund has a higher MER but out performs a lower fee ETF it would be obviously better to go with the Mutual fund if history shows better returns even if it's only say 0.5 %. Not guaranting future returns of course. Is this why you like recommending Mawer funds!
Read Answer Asked by Mike on January 26, 2021
Q: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy
Read Answer Asked by thambirajah on January 26, 2021
Q: I'm curious to know how the current shareholders of T are going to benefit from the pending sale of the TI unit. I get that T winds up with a big bag of cash and call me grumpy but I'm guessing there'll be sizeable bonuses for the very capable execs who put this together. What does the common shareholder get, other than a stronger company? The company was already strong and much loved, enjoying a deep regulatory moat. What do they plan to do with the proceeds and will those plans likely ( or even maybe) cause share values to increase appreciably? Any chance the commoners who were owners all along will get a special dividend or a dividend increase or even a cup of coffee? Just cause we're swell guys, and gals. Grump, grump.
Read Answer Asked by alex on January 26, 2021
Q: YOURE THOUGHTS ON THIS COMPANY WOULD BE APPRECIATED I BELEIVE THIS IS A SWISS COMPANY TRADING ON THE AMERICAN EXCHANGE? THANKS
Read Answer Asked by terrance on January 26, 2021
Q: Is NIO Limited (NIO) is a good buy? what could be the price target? Thank you
Read Answer Asked by Manisha on January 26, 2021
Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.
Read Answer Asked by Maureen on January 26, 2021
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