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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: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Read Answer Asked by Charles on January 25, 2021
Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again
Read Answer Asked by Stefan on January 25, 2021
Q: I am looking for a Canadian emerging market ETF that does not include China (or has only a small proportion) and considers ESG factors. My thinking is that China has already had a pretty good run but other emerging markets have more room for growth. So far I have found EMXC, XSOE, SUES and SUJS which might be suitable. Can you recommend an ETF? and Can you tell me if my thinking makes sense?
as usual, thanks for your help
(sorry if I posted this twice. my computer shut down as i was sending)
Read Answer Asked by Mary on January 24, 2021
Q: I know that you are not a fan of this company. Have you looked at it after there last quarter. To me it just looks like where we will do things in the future and how. Seems to do more than a Uber and a DoorDash. Could it be something in the future like when Amazon and Tesla and everybody told us not to touch them in there early days? Too much debt, no earnings, over valued, to much risk. What do you think?
Thanks Again
Read Answer Asked by eugene on January 22, 2021
Q: Hi 5i team,
I follow a number of communications and 5G stocks. CLFD rose 13% yesterday but I see no news on it. As I understand it, CLFD is more or less a picks and shovels player for fibre networks, providing the glass enclosure. So, I do not know if it has any competitive advantages or not. I just thought I would get your opinion on it. I do not see it in your database.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on January 22, 2021
Q: In general, concerning Canadian Cies doing business in the USA: how to explain why some Cies allow the dividend tax credit for Canadian stockowners (ex EMA), and why other Cies (ex: WIR.UN) do not offer this advantage?
Read Answer Asked by Jean-Yves on January 22, 2021
Q: Morning 5i,
I bought FTG in mid 2017 at $4.55 as it was trending upwards, but then watched (and held on) as it slipped and slipped to a low of approximately $2.00 in early 2019. I then watched some more as it rose steadily through 2019 to peak at $4.21 in early January, 2020 - leading me to naively hope my loyalty might soon be rewarded - only to watch it crash mercilessly in Feb and March 2020. I think it had started that downward trajectory before COVID took hold and, at least initially, I don't think its decline was due to the pandemic.
I went through something similar with BUS, held on devotedly, and I'm now being rewarded as it has just recently exceeded my long ago purchase price and rightly or wrongly I think its future is rather bright.
My question - do you see any prospect for FTG to have the sort of resurgence that BUS has recently had (I know that apart from the rocky road they've both been treading over the past 3 or so years they have little in common, and also that FTG is significantly smaller) or would I be well advised to take my lumps and deploy the (now considerably less) money elsewhere.
Thanks, as always, for your thoughts and advice.
Peter
Read Answer Asked by Peter on January 22, 2021
Q: This week, Yellen said: “Neither the president-elect, nor I, propose this relief package without an appreciation for the country’s debt burden. But right now, with interest rates at historic lows, the smartest thing we can do is act big. In the long run, I believe the benefits will far outweigh the costs, especially if we care about helping people who have been struggling for a very long time.” What she does will surely have a big impact. What are two guesses for what she will do?
Read Answer Asked by M on January 22, 2021
Q: Hi, Topicus.com shares are expected to start trading around Feb 1, 2021. We have a decent holding in CSU. If we wish to increase our commitment to this group, where do you expect higher growth prospects - Constellation Software or Topicus.com ? I had read somewhere that as time passes by, CSU will behave more like a matured company (An exceptional one, though), looking for more ways to unlock shareholder value. Thanks
Read Answer Asked by rajeev on January 22, 2021
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