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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: If you assess the following Canadian sectors: financials (the big five banks, insurance companies), electric utilities (EMA, FTS, CU) , pipelines (ENB, TRP), telcos (T, BCE, RCI) and rail (CNR, CP) ... how would you assess each sector for dividend sustainability and growth?
Read Answer Asked by Derek on November 09, 2020
Q: I am resending this question. Hope this reaches you this time around.
Prior to asking this question I re-read your answers to my own question on VRIF(!!) in September and your answers to others as well. I read Barkha's excellent article on VRIF in this month's ETF&Mutual fund update. I read your answer to my question about asset allocation and read the articles you suggested but not the book. Difficult to get hold of it  in the library.
I also was intrigued by Gregory's question on ETFs based asset allocation in October and looked up ETF and Mutual fund newsletter and reviewed ETF based portfolios including Richard Morrison's excellent update.
Question: IF, I know this is a big IF VRIF is has a steady return of 4 % (it may have to dip into capital ROC some years, I understand and accept it), then can I invest most, say 60 to 70% of my portfolio in it and the rest in some other ETF (just one may be two) to enhance the return? Richard Morrison in ETF&MF update says most of the performance in Growth ETF portfolio comes from XQQ. Our smallish pensions plus minimum RRIF withdrawal in the future may well help us to retire with peace of mind. We are looking at our monthly needs and construct a portfolio accordingly and VRIF+? 1-2 ETFs+pensions may do the trick we feel. Instead of 10 to 13 ETFs what ETFs would you suggest to enhance a VRIF centered portfolio? 
Kudos to CMS November/December edition. It is as if you thought of pre retirees/retirees like us and published it! I read it quickly but it needs a more in depth study. 
Read Answer Asked by Savalai on November 09, 2020
Q: Just a general question as to what your thoughts are on the tech sector right now. It's obviously been extremely hot. How do you see the sector fairing in the short term (1 year) with the potential of covid passing. Do you see any need to reposition part of the portfolio away from tech and move to some value areas such as banks and energy? The reason I ask about the short term is because I think tech is only going to get bigger in the long term (5,10,20 years)
Read Answer Asked by Daniel on November 09, 2020
Q: Hi Guys,

I'm starting to get interested in the energy sector for more of a long term hold. The sector has been crushed but I don't believe the world is going to abandon oil and gas any time soon. Looking for a producer that pays a dividend, so I can get a return while I wait. What companies would you guys suggest?

Read Answer Asked by john on November 09, 2020
Q: your thoughts about this company.Its been struggling after the IPO.
Are they in the same field as Acuity or TTD?
What about Martello?would you buy here?
I am looking for a growth stock that has not been recognized yet.
Read Answer Asked by Josh on November 09, 2020
Q: I hold both WPM and MMX in my RRSP, and WPM is up 75% recently which has pushed Basic Material weighting too high. I was considering trimming WPM and reinvesting into Industrials sector or Energy to help increase their weighting in portfolio.

Do you see continued strong upside on WPM ?
What would you recommend for Growth industrial or Energy companies at this time?
Read Answer Asked by Ryan on November 09, 2020
Q: Hi 5iR Team, When I look at PINK's mgmt team, rarely have I seen a more experienced group of staff assembled at a company as small as PINK.
https://ir.perimetermed.com/company-information/management-team

The team has a ton of expertise in every area they need to cover and University degrees and post graduate degrees giving them an unparalleled industry depth. It just doesn't seem possible to me you could pull a team together of this extremely high caliber if you didn't have an absolutely amazing product. I have bought a small position based solely on this mgmt team.
I have been an investor for a long time so I hope 5iR you're not sitting back and having a good chuckle about my naivety!!! And if you are then I'm glad I added some humour to your day.
Would/could this be a small cap company 5iR might want to take a look at for their clients? How far off base am I??
Cheers and Thanks. Chris
Read Answer Asked by Chris on November 09, 2020
Q: Hello 5i,

Our portfolio has 1% in each of CAR.UN, IIP.UN, and KMP.UN. Of the three IIP has seen a major correction. Is there a specific reason for the weakness in IIP compared to the other two? Would you be adding to the above positions now or wait until tax season is over?

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on November 09, 2020
Q: I own trade desk, roku, magnite and google (thank you all for great advice) that all popped due to a strong return to advertising. This coincided with the election results and it made me wonder if some of the pop would be a result of massive ad spending from the Republicans and Democrats? If so, would the end of that $ flow affect earnings in following quarters or is it minor or non-existent in the recent advertisement boost to these companies? Thanks as always. Brian
Read Answer Asked by Brian on November 09, 2020
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