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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: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.

I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?

Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?

For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?
Read Answer Asked by Francois on June 02, 2020
Q: Hi,
Do you find any risk in investing in BAM now? Or should I wait so see the effects to covid on the mother company.
Thank you
Read Answer Asked by Edward on June 02, 2020
Q: Hi there, in the context of unintended consequences I find that Roots shareholders may benefit in the near to mid term. Closing stores(unfortunately appears to help their business model profitability) and having their new D.C. (e-commerce channel)become more reliable and more efficient is beneficial. Strong brand and quality product all looking good. Is their balance sheet and liquidity strong enough to come out the other end of the Covid crisis? Thx Chris
Read Answer Asked by Chris on June 01, 2020
Q: What are your top 5 dividend stock ideas? Perhaps ones that haven't rebounded yet that have a good yield, or that have had recent results that showed resiliency and have room to run. For example, you have been been right in recommending BEP.UN, however, it has had a big run. Do you carte blanche keep recommending even after it's big run or is there a better relative buy?
Read Answer Asked by Bruce on June 01, 2020
Q: What one would you buy today for long term hold, total return in 5-10 years. Hard to imagine CU having any trouble continuing to grow the dividend with one of the longest track records in Canada. Already own FTS,AQN,BEP in other accounts this would be for an alternate account or should I just stick with adding more of the 3 already owned.
Thank you
Read Answer Asked by Kyle on June 01, 2020
Q: In view of the GBT acquisition, expected increase in revenues, what would be a fair price based on the industry average PE ratios, at the end of 2020 ? Do you think GUD will remain in the dog house for investors much longer ? I would have thought the GBT acquisition would have have changed investor sentiment, but clearly has not. What needs to happen to move the stock ?
Thanks
Read Answer Asked by Luc on June 01, 2020
Q: Hello Gentlemen,

Yes, I know it's extensive but these are my holdings in the REIT space. Most of these I collected from positive questions over the months and years in the 5i Q&A section of the site.

The world has changed greatly and the handsome paper profits on many of these holdings became flat at best and major losses at worst. The combined names account for 13% of my total holdings and of the 13%, 80% of these are held in our RRIF's.
I don't trade REITS I usually buy and hold. However given how the world has changed and will change further in the office segment, the residential renting segment, etc etc, could you take a long hard look at them and tell me very frankly which you would sell and if there are any I am not holding that you would replace the 'sell' ones with. Although I think my holdings are broad enough.

Would appreciate your frankness.

Here is what I hold in the REIT segment and whether I am positive or negative on each holding.

TCN (-14%), NWH (+10%),BRE (-40%),CAR (-3%),DIR (-26%),HR(-58%),IIP(+11%),SMU (+13%),KMP(-1%),SRU (-40%), SIA, WPTIF

Sheldon
Read Answer Asked by Sheldon on June 01, 2020
Q: Hi,

What is your valued opinion of Kneat these days?
The last question on Nov 2019 indicated the sales valuation at 12x was concerning. Has that number come down enough for you to be more favourable as a spec buy.
They recently had another good quarter (Q1) with good % increases (albeit likely from a small base). They seem to be signing a number of contract wins last few quarters and I like that it is a SaaS based revenue model company.
Who might their other competitors be in this field? And any idea what their market penetration might be, for the competitors or for Kneat?
It would be for a spec buy and to initiate a 1/3 position.

Cheers,
Steve
Read Answer Asked by Stephen on June 01, 2020
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