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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: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.
Read Answer Asked by Roy on January 05, 2021
Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!
Read Answer Asked by Grant on January 05, 2021
Q: Peter; If the Georgia election is “ overwhelming “ in the Democrats favour - basically rejecting the Trumpaffoon - is this a market changer and possibly the end of the clown politics? Crystal ball question I realize. Thanks . Rod
Read Answer Asked by Rodney on January 05, 2021
Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!
Read Answer Asked by Henry on January 04, 2021
Q: 5i
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C
Read Answer Asked by Bill on January 04, 2021
Q: Peter - happy new year to you and the 5i team! Thanks for your great service.

I have been interested in this stock for some time but have held off purchasing shares simply because it seems to be very thinly traded. Today, for example, even with National Bank raising its target to $45.50 per share, there is a bit of a bump in volume but still a $1 spread between bid and ask.

What's up with this stock and how should one purchase shares given its weird trading patterns? I usually use limit orders but a bit hard to find a suitable buy price with this one.
Read Answer Asked by David on January 04, 2021
Q: Hi,
Is the Brookfield family not the majority shareholder of Brookfield Properties ? If so, I do not see how the present offer would be turned down or increased.

Thank you
Read Answer Asked by Guy on January 04, 2021
Q: Can you give me your favorite small to midcap gold,silver,and copper for next year.Thanks
Read Answer Asked by Don on January 04, 2021