Investment Q&A

Q: I am interested in purchasing some U.S. stocks in order to balance and diversify my portfolio. Can you suggest three stocks that you would currently suggest for a conservative type of investor.

Q: Hi Team,
Over the past four/five years I have benefitted immensely from your guidance on Canadian and US equities. Many thanks for that. I was wondering if you entertain the thought of having US equities portfolios similar to growth/balanced/income for canadian equities.
Thanks
RR

Q: What are the tax implications of Bpy.un held in a tax free account?

Q: Amaya/Intertain: Would you be able to provide me the current value of above in Canadian dollar terms????

Q: Hello your thoughts on Guardant Health

Q: My question is regarding Shopify being down today almost 5% with 6 days to earnings call. The following stocks are in my TFSA, and wondering if you’d consider trimming parts of this portfolio to add to SHOP in a potential great buying opportunity if it keeps dropping post earnings call?

Would you add to another “power house” like NVDA instead ?

Thanks for your insight!

Nick

Q: Peter; Could you comment on the release today ? The market wasn’t too impressed. Thanks .Rod

Q: What you consider this a suitable investment as a US income play?

Q: Do you feel that CAT should be held or sold here. It seems to be flattening. Your thoughts please

Q: What is the insider ownership of this company????

Q: Hello
Do you think it is a good time to invest in silver? Would a silver stock or silver mine be better to invest in? Can you recommend a few and rank them by your recommendation with your rationale?
As always, thanks for your great help

Q: Since its last financing @ $9.80(all paid by billionarie Mr K.S.Li & his rich friends),CRH has declined to current $7(near its other $6.75 financing partially funded by Mr Li) Have a 3.5% position,p/p $8.37.Add or hold.Please comment.Txs for u usual great views & services

Q: hi guys i was wondering if you could explain in layman terms what is the reason for recent volatility .I realize they are selling debt but how does that facilitate shorting the stock

Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike

Q: Hi 5i Team;
Would you please give your opinion on Rubicon Organics. I am looking for a cannabis stock with strong growth potential for about a five year hold. Cheers!

Q: Hello Team, BYDDY
Would this company be considered and industrial and would you recommend it?
Thank You,
Barry

Q: Good Morning 5i, What would be your allocation % to the 11Sectors? Thanks

Q: Hi all @ 5i,

I recently change job and I need to transfer my work/pension (200K$) into myself manage account. I have been self-trading for 1+ year now and manage to make 22% on my stock YOY on a small investment(TFSA 20k$). I am looking to put 100K$ in the 5i GROWTH portfolio but wonder how to organize my purchase of stock to get the best results possible. (I will be keeping this for 15+ years in my RRSP so my investment perspective is long term). Should I simply split 100k in the number of stocks in the GROWTH portfolio and round up to the next numbers of share or looking to a more dynamic approach since some of those stocks are more matures since inceptions…

For the second half of my investment, I was looking into putting them in to EFT and was wondering if you had favorite from a US perspective (since I can get the pulse on the Canadian one here already)

Any help and guidance would be appreciated,

Thanks

Fred

Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul

Q: I was wondering what your current assessment of STC would be? Since its major acquisition it shot hire and has steadily drifted down (still up YTD and year over year I realize). I am assuming it has to do with investors wanting to see a few quarters post-merger and possibly a lack of news? Am I missing something?

The price is now nearing where it was pre-merger. Could the current price be under-valued and a good position to add, or would you want to wait for a quarterly report or two to see how the merger shakes out?