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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: Morning Team. Question relating to VIG (NY) vs VGG (TSE). From my review of both funds, it appears that the holdings are the same or very very close in both. So the question then comes down to currency. Assuming that the $CDN stays weaker as compared to the USD for the forseable future, what are your thoughts on either VIG or VGG as a core holding for the US market. Or perhaps both might be recommended to cover off currency. Many thx. Steve
Read Answer Asked by Stephen on May 22, 2020
Q: Would you deploy a large amount of cash in the market today if safety of principal was your primary concern...and if so, in what? Are US dollar based investments safer than Canadian or international. Thanks.
Read Answer Asked by Curtis on May 22, 2020
Q: Greetings - kindly provide your opinions on all issues relating to this healthcare etf including but not limited to its assets under management, the advisability of it's maximum 33% covered call strategy, your view on future performance, the appropriateness of this particular etf if combined with one other single stock healthcare equity as a supplement to the healthcare portion of a portfolio, any cautions on it and whether another Cdn dollar etf in the sector is a better choice in your view. Many many thanks - Ken
Read Answer Asked by Ken on May 22, 2020
Q: On yahoo finance charts, When I compare Mawer global equity fund vs enzl/ewl it shows that it outperforms those etfs.

But If you consider the currency conversion is it fair to say enzl and ewl have outperformed the Mawer Global fund?
Read Answer Asked by Thomas on May 22, 2020
Q: Good Afternoon,
I recall that you released a list of Canadian domiciled companies that pay dividends in USD. CSU comes to mind, where can I find this list? Not sure whether you did a blog & discussion on this subject matter or was it simply a list, not sure.
thanks
Read Answer Asked by Chris on May 22, 2020
Q: Hello team,

From here on, which one has significantly more growth potential, NET or RPD?

How do you rank them based on their balance sheet, competitive advantage, and management?

Or do you have something better to suggest in tech, with superior balance sheet, management, and growth potential?

Thanks! :)
Read Answer Asked by Saeed on May 22, 2020
Q: I just read the following on CNBC news feed:

A bill that could force Chinese companies to give up their listings on American stock exchanges is now moving at “warp speed” in Congress, one analyst says.
“We believe it is only a matter of time before this bill (or something similar) is signed into law,” Raymond James analyst Ed Mills wrote.
The Senate bill would require companies to certify that “they are not owned or controlled by a foreign government” and allow the Securities and Exchange Commission to delist non-compliant firms.

They claim it is receiving bipartisan support as it would be political suicide to be seen as supporting Chinese interests and such a bill would help prevent issues such as the Luckin Coffee fraud.

I would be interested in your thoughts. I own TCEHY and wondered:
1) even though it is an ADR, I assume it would be effected by this?
2) I have to believe this negative perception of Chinese stocks will not go away anytime soon and will put downward pressure on TCHEY (or at best, mute its upside potential). Am I better to sell the stock and use the proceeds to purchase a high quality US tech company, and if so, what would you recommend - add to one of my existing positions of AAPL, GOOGL, CSU, KXS, NVDA, AYX, OTC, SHOP, SWKS,........or start a new position in one of your other favourites not listed here.

I have held TCEHY for a few years and am basically flat. It keeps teasing me with its potential but I do not want to be in a fight that is MAYBE bigger than than the stock and become emotionally attached to a position when there are so many good companies out there. Your sage adivce is most welcome
Scott
Read Answer Asked by Scott on May 22, 2020
Q: Retired, dividend income investor. I have (or had) a full position in TRP up until the Biden announcement. Would you consider adding now to top up the position or would you wait or would you just leave it as is? I like TRP now, but I'd really like it if it hit the $54-55 level. Asset allocation is not an issue.

A secondary question...with the current approvals in place, wouldn't there be a massive lawsuit if the rug got pulled out of the project if Biden followed through with his threat?

Thanks...Steve
Read Answer Asked by Stephen on May 22, 2020
Q: Hi 5i Team,

In your opinion, will there be more upside on gold and silver? If so, can you recommend few names that can be purchasing at today's price?

Thanks,
Read Answer Asked by Kate on May 22, 2020
Q:

BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..

FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.

Thanks for your wise advise as always. Cheers,

Shyam
Read Answer Asked by Shyam on May 22, 2020
Q: Dear Peter and Ryan.
I have limited cash in CAD RRSP account now. I think the each of above four stocks will be good additions to diversify my current portfolio. But I may add only two of three of the above. Can you please rank them?
Thank you,
Yiwen
Read Answer Asked by Yiwen on May 22, 2020
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