Investment Q&A

Q: On December 23 of last year, you suggested an asset allocation for 11 sectors for a retired dividend-income investor. I found it helpful.
For 2021, what would you suggest the allocation for 11 sectors be for a balanced portfolio with the focus tilted more to capital gains?.
....Thanks.....Tom

Q: Question regarding the Canadian dollar. Do you think it will continue to gain on the USD and your best guess at a timeline regarding a peak if you see one? Also, what do you think a peak might be ($.90)? I realize this is speculative but appreciate your best guess.

Q: Hello team,

What is really behind CELH growth since you mentioned it back in October?

Is this a post-covid play when gyms will be open again for people to exercise and enjoy their energy drinks together?

Would you please expand on your liking of this company, its fundamentals, and its growth potential. Do you think it makes a good takeover candidate? Will you just buy at current prices or do think there may be a meaningful pull back along the way?

Thank you and Happy 2021!

Q: I’m looking for a fintech / e payments sector etf and just wondering what my best options are and also if there are any Cad hedged versions? Thanks

Q: does the motley fool research make sense

Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: STAF My friend is enthusiastic about this stock (Staffing 360 Solutions). Can you give me your view of this company?

Q: Hi,
On Jan. 5, Paul asked about an alternative to PSA at TD. Your suggestion was HISA but as you say, you don't know all the products at each brokerage. HISA is not available for online trades. All I've found at TD in this category is TDB8150 TD Investment Savings Account (no load) under mutual funds, which pays only 0.25% right now.
Michael

Q: Your thoughts please on Franklin Global Growth Active ETF (FGGE). Many thanks and Happy New Year!

Q: Happy New Year and thank you for your service over the year.
could you please suggest a conservative equity ETF portfolio for a senior's TFSA?
thank you,
Bryn

Q: I'm researching some of the Global X ETF's. You have provided some positive comments on CLOU recently, could I please have your opinion on the EBIZ ETF? And which ETF would you prefer to own for long term (10 years +) growth? Thank you.

Glen

Q: Not surprisingly, BAM.A has dropped a bit due to the proposed purchase of the BYP.UN shares. Is this a good entry point?

Q: BPY/BAM possible deal.
As a holder of BPY the sale of BPY at the suggested price of $16.50/share is an absolute steal and robbery that is well timed to take advantage of the situation as we come out of the pandemic. That of my chest, to quote; "BROOKFIELD ASSET MANAGEMENT - HAS ASKED BPY BOARD TO APPOINT SPECIAL COMMITTEE OF INDEPENDENT DIRECTORS TO COMMISSION INDEPENDENT VALUATION OF BPY UNITS"
How independent is this special committee likely to be? Is it likely that there will be a vote of all share holders?

Thanks, Stephen S

Q: I have listed the securities I hold in my portfolio showing % of portfolio and gain/ loss for purposes of helping answer my question.
AGN-2.46% +16.35%: ATD.B - 3.74% +0.03%
BNS-1.96% +27.14: BYD-3.63% +15.3%:
BAM.A -3.57% +11.57%: BEPC-3.52% +90.21%: CAE-5.02% +68.26%: CAR.UN-3.57% +5%: CRWD -3.44 -1.48 (new holding):
EIF-4.06% +32.05%:GSY-4.7% +11.35:
KXS-4.63% +7.2%:LSPD-10.26% +198.54%
MG-3.21% +38.14% : NFI -1.34% +40(sold part): PBH-3.38 % +4.25%:SHOP-4.92% +9.76%: SLF-2.39% +4.32%:T- 3.59% -0.91%
TFII-4.68% +105.59%: VGG-4.96% +40.2%:
VEEV-1.97% -0.55: WELL-4.24 +13.8%
By geography I own approximately 17% in US.
My Alpha-Balanced suggests 25%.
lSPD,SHOP and T , although not US , have a dual listing.
I was thinking of transferring cash from sale of NFI to my US account to increase US holdings.
Note C$ is increasing against U$.
Would you agree with this move or stay my current investment strategy. If so would you suggest adding to current U$ position or another suggested stock?

Q: Your views on CNRG, the S&P Kensho clean power index ETF prospects relative to hydrogen theme?

Q: these stocks are in the demand service business both with good run ups i am familiar with door a Canadian manufacturer but yet a US company what iis your opinion going forward do you prefer one over the other?

Q: Hi 5i,
I have been following nano dimension (nndm) with great interest but it is not currently listed on your site. It is an Israeli company involved with 3D printing electronic circuit boards. Its share price has appreciated quite rapidly in the last several months Do you have an opinion one way or the other? Is this a company you would have any interest in at current price for 3- 5 year hold? Why or why not?
thx
Jim

Q: Hi,

You recommended this stock for online medecine yesterday, but I don't find it in your data base.

Thanks,

Jacques IDS

Q: I am with TD and they do not list this ETF (PSA) wish they did - is there a TD product that is available that compares.