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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: What are your thoughts on OSTK? Would you start a position with a less than a 1 year outlook? It has had quite the year given COVID, but unsure how it would fare in a post covid world and where it ranks for crypto. Any recommendations you have as alternatives with a high short term growth potential (albeit with higher associated risk) would be welcome.
Read Answer Asked by TRINA on October 19, 2020
Q: Cryptocurrency
With lots of covid time on my hands I have been educating myself on crypto. I have been a huge sceptic but I am starting to turn around on the idea. It doesn't seem much crazier then buying gold or silver as an investment. Bitcoin seem to have reached critical mass, etherium to a lesser extent but the list of seemingly credible options is growing. My gut is telling me to put small amountsof fun money into speculating on crypto? I was surprised that not many questions have been asked about this.

So my question: Does or do you see a time in the near future where crypto currencies will need to be part of an investment portfolio just like gold, bonds or cash? If yes explain a bit ( maybe some suggested reading or resources), If no crystal ball prediction please.
Read Answer Asked by Tom on October 19, 2020
Q: North America will get hit with a Second Wave of Virus this winter. AMZN will benefit with on line shopping as will WMT and TGT. Truckers like FDX, UPS and TFII CJT will keep busy delivering boxes. What other Industries and Companies do you see benefiting. ? RAK
Read Answer Asked by bob on October 19, 2020
Q: In your Oct.19 answer to pat no link appeared. Can I have it please?
Read Answer Asked by Ron on October 19, 2020
Q: Thanks to all of you for a terrific service. I obviously appreciate the excellent returns, but I really enjoy the opportunity to keep learning every day from your reports and thoughtful answers in the question section.

Could you please give a quick risk / reward outline on the above three small caps recently mentioned. Secondly, what are the five small caps in the US or Canada you are most excited about today if portfolio diversification is not an issue.

Please charge as many credits as needed.

Thanks again,
Brian
Read Answer Asked by Brian on October 19, 2020
Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
Read Answer Asked by joseph on October 19, 2020
Q: Looking for some feedback on my International holdings in my RRSP. Currently have zwp; zem; and Zdi.
I am interested in PID to compliment my existing holdings. I would split my current zdi holding to make 4 equal positions.
Pid has had better performance over the last 5 yrs, covers the same geography as zdi however with different country and industry weighting’s. Pid’s MER is higher than Zdi with a lower dividend.
Is it worthwhile to split my zdi position, convert entirely to Pid or leave well enough alone.
I do not have to Rif for another 9 years
Read Answer Asked by Bruce on October 19, 2020
Q: FOMO with my current stash of cash....I've cleaned up some small positions and been sitting on the cash for what seems like forever now....The market is always right but I still have red lights flashing and alarms bells blaring in my investor brain with the markets continued moving along like all is normal. I am buying some target names that haven't bounced back in small amounts but I am starting to question if I should get back into the market again with my hoard of cash....

What are the 5i collectives thoughts on good cash position right now. Currently I am at 15% cash while I am usually at 2% range. So it isn't like I am 100% cash but still some FOMO thoughts fighting against market correction coming cash hold.
Read Answer Asked by Tom on October 19, 2020
Q: I hold the above companies in my tech sector. Just bought Apple last week. I would like to buy 2 more us stocks for 3+ years . What would you suggest in terms of leaders in their business that combines future growth and some good momentum. Thank you for the great service.
Read Answer Asked by Jacques on October 19, 2020
Q: These companies are all operating a cloud platform that delivers a range of network services to business world. Are they basically similar so they are competing against one another? If I am interested in this space, should I buy them all in equal weight? or just one or two names? Your thoughts please. Thanks.
Lin
Read Answer Asked by Lin on October 19, 2020