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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
If someone who already has a position in Gold and wants to add to their position from 2% to 10% AT THIS STAGE of Gold's cycle,
what would you suggest? 50/50 split between Junior Golds and Senior Golds (4% each) or asymmetrical buying of more Junior Golds than Senior producers? (Say 5% and 3 %)
Risk tolerance high.
Can add in any of my portfolios.
Question # 2: To one of my previous questions, you mentioned that Big boys moving the money around is 50% of the reason why the stock market is on a tear. (I am paraphrasing your words!)
When will these big boys take a liking for Gold? And how can one identify the smart money's movement into Gold?
Read Answer Asked by Savalai on July 27, 2020
Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.

Jason
Read Answer Asked by Jason on July 27, 2020
Q: After taking several large hits from companies not in your portfolios, I would like to get back on track. Can you please recommend your top 5 companies for growth. Thank you
Read Answer Asked by Brian on July 27, 2020
Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken
Read Answer Asked by Ken on July 27, 2020
Q: Nextech NTAR had quite a run today. I noticed they made a request for the stop trade and shortly after that they made an announcement on their pending earnings results. What is your take on the sudden turn around from the past 2 or 3 days.
Thanks John
Read Answer Asked by John on July 27, 2020
Q: PSTH-UN

Can you please give me your opinion on Bill Ackman's new SPAC IPO. In your opinion, is it a good medium/high risk investment?
Read Answer Asked by Brady on July 27, 2020
Q: With Tesla hitting 4 quarters of profitability along with the other criteria, they are now eligible for consideration to be added into the S&P. I understand the S&P committee meets on a quarterly basis to rebalance the index, and the next meeting is scheduled for the third Friday in September. What is the time frame post the Sept meeting we can expect an announcement to be made that Tesla is to be added.
Read Answer Asked by John on July 27, 2020
Q: If you had an all equity global portfolio with a 15% weighting in Canadian stocks, what names would you choose and in what weightings?

I'm assuming it wouldn't make sense to include all the names from one of the 5i portfolios because many of the positions would be very small in the overall portfolio. I understand an etf would make sense here but I like to avoid the energy sector and that's tough to do with liquid Canadian etfs.

Thanks!

Read Answer Asked by Dennis on July 27, 2020
Q: Hi, could you please rank the Telcom companies from best to worst over the next 1-5 years with brief rationale. Also, how do you see the general outlook for the industry over this period? Thanks.
Read Answer Asked by Gary on July 27, 2020
Q: Hello 5i,
In a recent answer you rated VEEV higher than AYX. I have a half position in VEEV and a full position in AYX. Based on your rating should I trim AYX and add to VEEV or is there not enough difference between their respective performances to warrant such a move?
Thank you so much for all you do!!
Dave
Read Answer Asked by Dave on July 27, 2020
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