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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: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks
Read Answer Asked by Gordon on November 08, 2021
Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?
Read Answer Asked by Graeme on November 08, 2021
Q: Hi
I am interested in KWG since it is involved in the Ring of Fire located in Northern Ontario. What is the difference between these two shares besides the significant share price difference? Which should one purchase?
Thanks, Len
Read Answer Asked by Leonard on November 08, 2021
Q: Hi 5i,
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?

Thank you!
Read Answer Asked by Greg on November 08, 2021
Q: A question by Daniel the other day about this etf caught my eye; your answer was quite positive, referring to its good results. Can you pls give information about its prospects to provide downside protection in the event of an adverse market event. How does their hedging work? How much protection would there be with different event eg a 10% pullback compared to a 20%. I looked at the website and couldn't glean any ideas about that. If one was to look at this like gold, ie a form of insurance, what portfolio weight would you think an average investor might have? Thank you for your excellent service.
Read Answer Asked by Leonard on November 08, 2021
Q: Looking at the concern over rising interest rates I took EIF as an example of the effect,
EIF has a dividend of approximately 5%, the equivalent interest rate would be in vicinity of 6%.
So if my calculations are right interest rates have a long way to go to have a material effect,
In this case also we have some growth and the possibility of acquisitions.
So should I be concerned about the effect of rising interest rates on EIF?

Roy
Read Answer Asked by Roy on November 08, 2021
Q: Hi Guys
knowing that its the price you pay for a stock, that in the end determines how much money you make. Just curious why you wouldn't have picked up this stock in January of 2017 when it was trading at around $9.00 dollars, with a P/S of around 1.8x and a P/E of around 27x
Looking at it trading today at $55 with a forward P/E around 190x it seems it will take along time to grow into its price, and if it doesn't the risk on the downside could be a disaster. I know in 2000 there were a lot of stocks that never did grow into their pricing.
Thanks ! Gord
Read Answer Asked by Gordon on November 06, 2021
Q: This past February, I purchased the following 3 stocks: NOU; VMC; and FLT. At the moment, each is down 51%. I have capital gains I would like to offset in my non-registered account, by selling at least 2 of these stocks.
Which one of the 3 stocks would you be inclined to hold onto, for at least another year?
Read Answer Asked by Jim on November 06, 2021
Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.

So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
Read Answer Asked by Tom on November 06, 2021
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