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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: Which one of these would be the best choice for a RESP. Beneficiary is an older child (grandson) who will start to draw funds from mid 2021 onwards. Looking for the best return within the 2 to 5 years remaining before total drawdown of funds would be completed.

I plan to establish a new RESP for a great granddaughter soon. She is not yet 2 years so has a long time horizon. Any suggestions?
Read Answer Asked by Maureen on October 08, 2020
Q: Hi Guys, these 4 companies popped up on the 52 week high list this morning, how would you rate these going out 12-24 months. Thanks again for your excellent service.

Anthony
Read Answer Asked by Anthony on October 07, 2020
Q: ExP World Holdings is a cloud-based real estate brokerage company with global growth aspirations. Market cap of US$3.5B. Appears to have solid elements including subsidiary division (VirBELA) companies use to create virtual events during COVID. Seeing exponential growth in revenues and stock price. Seeking 5i's opinion. Thoughts on growth trajectory and valuation? Thanks again 5i for all you guys do!
Read Answer Asked by Maury on October 07, 2020
Q: I was wondering if you would be able to give me a few stock buy and sells based on the upcoming US election.

1. If Trump wins, what stocks could do well and what stock will not do well.
2. If Biden wins, what stocks could do well and what stocks will not do well.

Can you give me a few of your Growth Portfolio stocks that you might considering lightening up on and a few stocks that you might consider purchasing more. (Feel free to add in any other CAN stocks and a few US stock as well).
Read Answer Asked by Kevin on October 07, 2020
Q: In the time since the sharp decline in markets in March I would sometimes notice when I just happened to be looking at a particular stock or ETF chart that for a select few they rebounded almost immediately (in days, or more often a few weeks). It was almost as people suddenly realized “hey, wait a minute, there was no reason for that to have sold off”. Unfortunately, in typical fashion, I didn’t note them anywhere. If we were to have another major negative market move (for any of the reasons floating around), are there any companies or ETF’s that come to mind to watch for that might repeat that pattern?

Thank you,
Read Answer Asked by Stephen R. on October 07, 2020
Q: Hi,

Please rank these REITs for relative distribution safety and eventual share price recovery.

Is there one in particular that you'd get rid of?

Thanks,

Gord
Read Answer Asked by Gordon on October 07, 2020
Q: Could you explain just what the difference is between BEPC and BEP.UN? I understands that one is a trust and the other isn't, and I understand the tax advantages of BEPC in an unregistered account. But aren't they essentially the same company? And if so how is it it BEPC can be up over 7% this week while BEP.UN is up less than 1%? I would expect this to even out, but even on the month BEPC is up much more than BEP.UN. How is that possible if they're the same company?
Read Answer Asked by John on October 07, 2020
Q: Hi,
This is just a comment on another question - it may be of interest to note JKS has a short float of more than 20%, which may lead to short covering as price rises. suspect it is getting a boost from the overall renewables theme, but short covering might be exaggerating things? Always enjoy perusing the Q&A section - thanks for all the insight!
Dawn
Read Answer Asked by Dawn on October 07, 2020
Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
Read Answer Asked by Rajiv on October 07, 2020
Q: My question relates to the question asked by Donald today (Oct 6). regarding the risk/reward factors between LSPD, REAL and WELL.
5i answered
Risk (least first): REAL, LSPD, WELL
Potential (most first): WELL, LSPD, REAL
I would like some clarity if possible on the degree of such comparisons. Is it possible to state in some meaningful way the degree of risk/potential difference between the companies? For instance from REAL to WELL is there a little difference, significant difference or huge difference? Perhaps a scale from 1 to 10 would work.
Thank you so much for your thoughts and guidance.
Brian

Read Answer Asked by Brian on October 07, 2020
Q: While Canadian dividend stocks are my preference due to their favourable tax treatment, etc. some emerging market exposure can't be all bad, especially if you can get a reliable dividend. Is BBVA an example of a suitable emerging market dividend payer to your mind? Thanks.
Read Answer Asked by David on October 07, 2020
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