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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: 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
Q: Hello 5i,
Back in 2008/09 the Fed and Central banks around the world flooded the system with liquidity to avoid a meltdown. I remember hearing MANY pundits warning of runaway inflation as a result of these moves. Fast forward to now and I'm starting to hear much the same.
In your opinion, is it likely to be different this time? Will we get runaway inflation? Or will it be more like 2010-2019 with muted inflation at best?
Thanks for your insight!!
Dave
Read Answer Asked by Dave on July 27, 2020
Q: Hi 5i Team:

I have owned 1300 shares of BEP.un for a number of years and having a good gain. I also, own 300 BIPC for a short while with a small loss. Is there any advantage to buy more BIPC now. I don't really need the monthly income. Thank you.

L
Read Answer Asked by LOUISA on July 27, 2020
Q: Hi,

I'm wondering if you might be able to provide me with some insight as to how you believe the Harvest Healthcare Leaders ETF appears to be able to sustain a yield of over 9%, when the vast majority of the investments it holds don't pay a dividend of anything close to that level of return and in fact in some cases pay no dividend at all?

I understand that they write covered calls on up to 33% of the portfolio but the difference between the return being paid by this ETF and the investments it holds seems too vast for those premiums to be able to make up all the difference. Am I perhaps mistaken in that belief or might this ETF being sustaining its current payout on "borrowed time"? I cannot afford any more investments like CPG or VET or any other examples of times I've reached for yield only to end up losing a massive percentage of my very hard earned money.

Thank you!
Read Answer Asked by Richard on July 27, 2020
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