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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,
I’ve held V shares since the IPO and have done really well. With all the talk about the shift to digital currencies/payments becoming a more dominant place in the global financial system, do you think also diversifying into BABA (stake in Ant Group) and PYPL (creating a larger transactional payment landscape for the future through bitcoin) would be a good move? Do you see further secular growth in this area? Thanks!
Read Answer Asked by Keith on October 27, 2020
Q: this is preparing for 2021 in my TFSA...I recall early in 2020, you provided guidance about 5iR positions that would be good, my term, to hold in a TFSA......as I'm in my 70's, my TFSA is a mix of Balance (48%), Income (22%) plus "Yield" (5%), and Growth (25%) positions from the 3 5iR portfolios.....looking ahead to 2021, what are the 10 or so 5iR positions that you suggest I consider hold in my TFSA for appreciation and income?.........much thanks for the assistance......Tom

.ps...I know this early to be asking about 2021 but I'm "staying put", aka got plenty of time on my hands....hahaha
Read Answer Asked by Tom on October 27, 2020
Q: ARK Invest recently produced a Bad Ideas Report for 2020.
The one that particularly caught my attention was on railroads. Their thesis is that the trend in place since early 2000's in which rail had been taking share from trucking will reverse with the commercialization of autonomous electric trucks.
They believe that during the next five years autonomous electric trucks will provide faster and more convenient door to door service , increase productivity , lower costs dramatically and take share from rail.
While their projections may be aggressive , they have a pretty good record at identifying disruptive trends. And , as someone who has owned CNR for over a decade and always considered it a forever hold , this caught my attention.
Would appreciate your thoughts .
Thank-you.
Read Answer Asked by William on October 27, 2020
Q: If you could see into the future and knew COVID, people's fear of COVID, the economic effects of COVID were all gone ( basically a complete return to normal scenario was 100% for sure in 2021/2022) what basket of Canadian stocks would you purchase now for longer term hold (5-8 years).
Read Answer Asked by Ryan on October 27, 2020
Q: Hi, these are the companies that have not performed well since I bought them. Which of these do you think it is worth to keep in my portfolio considering that I aim to make >= 10% a year (including dividends) and it is for the long term (+20y) ? I think to replace HD by COST, INTC by NVDA or AMD, is it a good move in your opinion ? Thank you !
Read Answer Asked by Clayton on October 27, 2020
Q: Just wondering if you can comment on the authenticity of the information that is reported on the Financial Statements, most i have looked at on Morningstar, state they are unaudited, which to me means that it can only be taken with a grain of salt, considering corporate fraud is rampant.
Harry Markopolos, has the view that General Electrics accounting is fraudulent, and is warning shareholders about it, he was the whistle blower in the Bernie Madoff case years ago, which i'm sure everyone knows about.
Thanks!
Read Answer Asked by Gordon on October 27, 2020
Q: Peter and His Wonder Team
AJX has been developing numerous automated devises for agriculture equipment for years now and always predicting good progress but with little growth and profits. They just settled a law suite against Kubota for royalties with a business contact as a supplier. Do you think this new development is significant and could signal a more prosperous future for AJX. Your thoughts on this company please. Thank you as always!
Read Answer Asked by Ernest on October 27, 2020
Q: I have a 2% position in KRR, and I am debating between doubling my position in KRR to 4% or starting another position in NGD, as I understand it recently entered the TSX S&P Composite Index, which could increase demand for the stock from index funds. I have a 4% position in MMX and 2% in FR to round out my PM exposure. Any thoughts as to which might be a more sensible purchase?
Read Answer Asked by Domenic on October 27, 2020
Q: I own the four above.
Please comment on KL and it’s acquisition. That market seems not to like it. Do I use this dip as buying opportunity? I have some room in my gold sector.
I am aiming for a 10% total sector weight as insurance and inflation future inflation hedge. What is the max weighting 5i would be comfortable with, understanding that I am biased in favour of gold over the next 5/7 years? I would be willing to go as high as 20%.
Is my bias “out of line” so so speak in your opinion?
Please take as many credits as needed.
Great work as always, I wish I would have followed 5i and its advice closer in the past and I will in the future.
Read Answer Asked by Lorne on October 27, 2020
Q: I have held these companies for about a year and have basically broken even. Being retired now and partly relying on dividend income, would it be a good move to sell these 2 companies and invest in other blue chip dividend payers and forego possible capital appreciation in these stocks. It does seem to me that these 2 companies have languished compared to my other tech exposures. What 3 or 4 dividend payers would you recommend for stable dividend and increases and some growth potential.
Thanks, as always, for your informed input.
Kevin
Read Answer Asked by Kevin on October 27, 2020
Q: Hi,
I've come across a software company that provides integrated tax technology services. It's IPO is very recent, but what surprises me is the number of institutional investors that appear to have taken an interest in it. Does this tell us anything, or is it just a matter of index funds needing to open a position since the recent IPO?
Thanks, as always, for the great service!
Dawn

Read Answer Asked by Dawn on October 27, 2020
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