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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: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Read Answer Asked by Ron on September 09, 2020
Q: Hi 5iTeam,
Please recommend 2 stocks and 2 etfs in each of Canadian and US markets with or without dividend, for a 25 to 30 years hold.
Cheers,
Read Answer Asked by Harry on September 09, 2020
Q: NTAR: Can I please have your analysis on this company for 3 to 5 years hold.

Thanks in advance
Atchuta
Read Answer Asked by Atchuta on September 09, 2020
Q: Greetings to all:
On August 21 , Paulettte asked a question about 1801. My question is
what is difficult about duplicating a fund that only returns 3.36% over
5 years, or do you mean that Global growth and income funds overall
are difficult to duplicate? I have a friend who is trying to put me into some Edgepoint and after reviewing most of their returns I can't see
that as you say about 1801 that any of them are a must own. I think
Mawer has a better lineup of funds. Please explain what you meant about 1801, and give your opinion of my assessment of their funds.
Thanks,
BEN.
Read Answer Asked by BEN on September 09, 2020
Q: I am looking to add energy and health care coverage in my portfolio and am considering DUK, MDT. CVS, and XLV. Would these companies be at the top of your consideration list in their respective spaces. Is now an acceptable time to purchase or might it be prudent to await the fallout in the coming week after last week's corrective activity?
Read Answer Asked by Peter on September 09, 2020
Q: HI,
Sometime in april, Great Bear had a « plan of arrangement » and a spin-off of GBR Royalties. The then stock owners got some shares. This new entity is not listed on any stock exchange. Why the spin-off and what the current owners are supposed to do with these?. Do they have any value? I was interested in GBR but I do not like this kind of shuffle …What do you think of GBR at this price, they show good results ?
Good week-end.
Read Answer Asked by Denise on September 09, 2020
Q: A huge thank you to 5i! I joined in January 2014 and transferred my RESP which was previously invested in a Cdn Dividend Mutual Fund to a self directed account. With the assistance of 5i's Q&A, I managed to grow the $110,000 in January 2014 substantially. I have put my two children through university, one at a cost of $91,000 and the other at a cost of $127,000 (different U's, different programs). The current balance in the RESP is $70,400. For the majority of the past 6 years, I held approx 25% in VSP, the balance were all stocks (20) that were recommended by 5i, not all were huge winners, I may have even had a loss or two, but I did purchase BYD, CSU, FSV, CIGI, ZQQ. I did not start my RESP until my daughters were 3 & 1 and it was a struggle to put $5,000 a year into the RESP for many years. When my daughters started U, my rule was to sell enough stocks in May for the next year expenses and keep the balance fully invested until the following May. Perhaps the market did extraordinary well over the past 6+ years, I don't know, but I do know that I could not have done it without 5i's assistance.
Read Answer Asked by stephen on September 09, 2020
Q: REITs are beaten down. For a long term investor who wants real estate exposure, is this a time to get in? Can you suggest (1) two or three REITs or other entities and (2) an ETF for this? Thank you!
Read Answer Asked by Chris on September 08, 2020
Q: I have a question about 2846 - Softbank - SFTBY

Dear 5i,

A recent article in the Financial Times states that the latest increase in many of the high technology stocks is related to Softbank purchasing a high volume of derivatives lately. Can you explain in lay mans terms how this can cause stock prices to go up and how this can cause stock prices to go down rapidly. I don't really understand option trading and would appreciate your comments.

thanks for the great service!
Read Answer Asked by Ian on September 08, 2020