Investment Q&A

Q: I don't have any gold in my portfolio. What are your thoughts on TGX?

Thanks

Dave

Q: Hi there. I would appreciate your pros and cons on AR .Am not a gold bug and have always been intrigued by the usefulness of this shiny metal. Can you explain? Thanks. Derek

Q: Happy New Year 5i and team
I have a well balanced RRIF with significant gains thanks to your advice and have 2 questions:
Do you still look for a strong 2021 in the Canadian market and which sectors are likely to be the leaders ?
Specifically, I am a bit under with a small position in BBTV in that RRIF. Should I consider selling and what 3 names should have better potential for long term growth from here ?
Thanks for your continued advice
Peter

Q: Why do you like KRR so much? and what do you see in the future for this company?Is Maverick still a player here as well and if so to what degree?
Would you rather buy MMX then KRR as for diversification?
Can you tell a bit about KRR financial position ,insiders holdings,cash,cashflow?
In environment with rising interest rates,could KRR still be attractive?
If its about dividend,which mining/materials company would you prefer?

Q: I had bought BPY for a number of reasons including the eventual return of mall traffic, the fact that it had room to run to get near to its pre-covid price, the dividend and then of course, having Brookfield management behind it. The closest replications I can find are Simon Property Group and SRU in the U.S. and Canada respectively. Can you speak about their payout ratio and management quality, and especially their main risks in the medium term. Thank-you.

Q: Your thoughts please about putting new money into JNJ. Also, a couple of preferred alternative suggestions if it isn’t your first choice.

Q: Hi, Happy New Year,
Could recommend your best Tech ETF

Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.

Q: I am starting to rebalance my portfolio. Are you happy with the BE portfolio as it is? If not, what changes would you consider.

Also, who is Topicus?

Q: DWR and IP: Could I get your opinion on both of these small cap stocks? Thanks!

Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks

Q: I have been looking for exposure in the hydrogen business and have a few questions. I own XBC based on your coverage and have done well so thank you. My first question is whether it makes sense to just pile into the US names like PLUG or FCEL as they are much more explosive given the audience or to look for quality names doing similar things in Canada. If you could also state your thoughts on why one market is better despite similar tech.

The second part of my question is that I notice DYA comes up alongside Ballard Power and Xebec in your answers related to hydrogen. The chart on DYA is almost an exact reverse of BLDP and XBC which holders of those stocks will know is a bad thing. What is DYA not doing yet (or has done wrong) that has caused it to go down vs. up? What needs to happen for it to catch investor attention? Is there a product or service yet to launch? Is there a technology not yet widely adopted? Lastly, does 5i see strong potential here for DYA to do "that thing" that will be a catalyst for the stock price or are you merely mentioning it as one in a sector.

Q: I currently hold both ZHY and XLB for exposure to bonds. I am looking to consolidate into one. Can you suggest which is better for a long term bond position?

Q: 3 grand children and 2 family RESP's. Ages 17 &12 in one RESP and 14 in the other. At present both RESP's invested in VBAL and I am concerned about the higher bond duration vs XSB. Therefore to keep this as simple as possible I am thinking of selling VBAL and putting the entire RESP's into XSB. I would then average into Veqt by reducing the XSB positions. I am still making annual contributions and am ok with the 2% XSB yield. Please give me your comments. Thanks guys.

Q: Hi,

Question from Penny on January 4th about the buyout. You said we need to advice our broker that we want to tender to the offer. This is also my first time holding a company that has been bought out.

Just to make it clear, when doing this the shares will be tendered at 15.22$ (purchase price from Goldman) or at market price of the day?

thank you

Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin

Q: Annual mandatory RIF payouts will result in a negative RIF account balances which will incur high interest charges by the broker. Is this not a general
problem and how are interest charges avoided?

Q: The put I sold for REAL will expire below the strike price. Was wondering, when I'm assigned shares at $25 per unit, can I claim a tax loss if I transfer them to my TFSA in kind at the current price.

Q: Hi 5i team.
Re ZTL, this long term US Treasury Bonds ETF has been declining since May. With the blue sweep in the US, additional benefit spending to come, possible rate increase and inflation in a year or two, would you recommend to sell this ETF now? What needs to happen to see this ETF reverse the fall? Given the current world economic situation, what other bond etfs would be safer bet? (amount of interest income is not important) Thanks.

Q: I am looking to get some US exposure in my portfolio via an ETF. Both of these ETF’s have similar holdings. Can you please comment on which one you prefer and why.

Thank-you.