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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: BEPC has been steadily declining in recent weeks. At what point will the shares represent good value to purchase , in my case, additional shares? And at what price would the shares represent excellent value for purchase. Please provide rationale for your position. If you have any thoughts about how much further the shares might fall, that would be helpful.Thanks.
Read Answer Asked by John on February 18, 2021
Q: Hi group ITP now 20 % off the highs generated by their last quarterly report. Any idea what is going on with this stock is it a buy sell or hold
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated


Read Answer Asked by Terence on February 18, 2021
Q: Recently I read John De Goey's Sept 2020 MoneySaver 'Portfolio Insurance' article. His custom-built inverse notes moderate risk by moving in the opposite direction of the market. He advises his clients to use them for up to 40% of their portfolio. Are there preferred Can and US ETFs that do the same thing, and what would your thoughts be about their use?

I have tried to moderate risk by building RRSP, TFSA and to a lesser extent, the unregistered accounts around all-in-one ETFs (VGRO, VBAL and VNCS) using specific growth or income stocks and bonds to augment the ETFs according to the type of account. The US side follow the same pattern but with themed ETFs (ARKK, ARKF, IHI, VIG, VDC, IWO, VHT, SPY). According to Port Analytics, I am sitting at approx 70% stock, 20% income, 8% cash and 2% diversified.

My thanks.
Read Answer Asked by David C. on February 18, 2021
Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord
Read Answer Asked by Gord on February 18, 2021
Q: Hello 5i,

What do you think about the Uranium sector? Do you think it has peaked or there is a good chance it will still climb. Can you give me a rough estimate when the spot price will peak or be close to pre Fukushima days? Is there a good chance the spot price can reach pre-Fukushima days? I also find it very difficult to find a live price of uranium on the internet. Can you please recommend me a trustworthy phone app and website that can provide an accurate price for uranium? All the phone apps for stocks give the spot price for every metal except for uranium.

Thank-you kindly,
Adrian
Read Answer Asked by Adrian on February 18, 2021
Q: I have a held 4.7% position in Enbridge for 5yrs+, the average dividend yield over the period is 5.52% it will generate 5k in income for us this year. I would like to continue to hold all things being equal and the dividend not under serious risk. It would seem to me to keep the company strong they have to make a bigger push into renewable energy if this low carbon world is the future. Can you comment if you see Enbridge taking part this transition on the scale that's necessary and still keep the dividend reasonably secure.
Read Answer Asked by Thomas on February 18, 2021
Q: BAM intends a spin out of the reinsurance business in the first half of this year, will this be similar to the 1 for 9 split that we had when BIP.un created BIPC, or is this a whole new division, do you know what investors can expect and is this good for BAM over the long haul.
Read Answer Asked by Thomas on February 18, 2021
Q: I hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.
Read Answer Asked by Adam on February 18, 2021
Q: Do you see any flaws in my Portfolio
Can 20% - XIC ZEB ZRE ZUT
US 28% - ZMT ZSP PAVE RCD RSP PFF XSU
Int 20% - CRBN ZXM.B ESGD VIU DDWM
EM 8% - DBEM HEEM
Gold 4% - CGL.C XGD
Cash 20%
No bonds because rates are so low and capitol loss risk if they increase
Some US dollar International funds Hedged because of bottoming of currency
Your valued opinion appreciated
Gil
Read Answer Asked by Gilbert on February 18, 2021
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