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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: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art
Read Answer Asked by Arthur on January 20, 2021
Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.
Read Answer Asked by Dave on January 20, 2021
Q: I am considering the above to add to my tfsa, please advise in order which are best suited today or please add your own suggestions. Thanks
Read Answer Asked by Peter on January 20, 2021
Q: I've been looking over the large variations in valuations between this stock's ticker prices in both CDA and US. I noticed the yield between BIP:US and BIP.UN is rather tiny. Just curious, between all 4 tickers which offers the cheapest entry? If yield is included does that rearrange the order? As a separate issue could you mention the withholding tax metric as it has nothing to do with what an American calculates into a purchase of this stock?

TIA
Read Answer Asked by Gerald on January 20, 2021
Q: In a question asked by Keith yesterday about position size of small caps, you answered that you would consider 3% to be a reasonable full position within a well-diversified portfolio.

Could you clarify if you meant a full position at the time of purchase or that you would tend to start trimming a small-cap position once it started to exceed that level?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 20, 2021
Q: I already own XBC, and have been looking at GRN it has moved up a bit lately. Is it a buy? Was just wondering how much difference there was in these two companies. XBC seems to be more into the hydrogen and cleaning of gases. Is GRN more into RNG equipment and installations. I know you really like XBC and was wondering whether it would be suitable to buy GRN. Or do you have another company in the same field that might be better or should I just add to my XBC.
Thanks John
Read Answer Asked by John on January 20, 2021
Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter
Read Answer Asked by Peter on January 20, 2021
Q: I already hold DXG right now. I want to buy one more ETF - which one would you suggest out of DXN, DXW OR DXZ ETF. So there is no overlap with the current DXG.

Thanks for the great service
Read Answer Asked by Hector on January 20, 2021
Q: Hello Peter, Ryan, and 5i Team,

I know you haven't been a big fan of these two companies in the past, due to some questionable management issues before they split from Patient Home Monitoring. However, Viemed shares have surged since listing on the Nasdaq (with some help from Covid) and PTQ has shown recent momentum with last week's announcement of a pending Nasdaq listing. Could you please give me your current thoughts on these two companies? Specifically, does the potential for a cross-listing gain with PTQ outweigh some of the other concerns, or would you still be wary? Thanks, Brad
Read Answer Asked by Bradley on January 20, 2021
Q: What Canadian bond fund would you suggest if as the fed states they are not even thinking about raising rates for two years? What bond fund would you suggest when rates do start to increase? If I bought XBB , which bond fund would best act like a hedge to it? The idea is to collect a small yield and preserve capital.
Read Answer Asked by Allan on January 20, 2021
Q: What are thoughts on bonds to balance a portfolio? I realize most are not enthusiastic about these right now, but I like to have a bit of them based on what I am used to. Are these a good buy now since they seem to have bottomed, or with interest rates the way they are, should I stay away?

There is also a lot of talk out there of stock market bubble right now so I thought this could protect the portfolio to some degree. I am new and appreciate your thoughts on what you would do here. Thank you
Read Answer Asked by Elle on January 20, 2021
Q: Hello! Wondering if you still like TMX group and Thompson Reuters. They both seem to be trading sideways when many stocks are gaining. As well, I know you really like BAM but this too, has been heading lower when many stocks like financials and insurers are going higher. In a diversified portfolio is it better to have a mix of different companies and just be patient with stocks that are doing nothing, as opposed to selling those (which may have potential) and moving into something like TD or SLF which seem to have more momentum right now. Dividends and growth are my objectives. Thank you!
Read Answer Asked by Neil on January 20, 2021
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