Q: I own ENB, CGX, BPY, AQN, and MSI in my TFSA and also have a 20% cash position. Was looking at deploying half the cash into one of either AFN, JWEL, FSZ, NFI or SIS. What would you suggest as the best for a 5+ year hold with a combination of dividends and growth.
Q: Do you view Tesla as an auto or tech company? Would you focus on gross margin and production in the quarterly results or would you value the company based on its technology, considering the level of investments in autonomous self driving cars by the traditional auto manufacturers? Will the end game for Tesla is being acquired by a traditional auto manufacturer? Is it a buy for you at this stage?
Q: Is CEF and CEF.U a good choice as a holding of gold and silver bullion. I realise there are storage costs involved but can you suggest an alternative that also holds the actual metals in storage. Preferably with lower MER than what Sprott collects on CEF at .73%.
An e.t.f. perhaps? Or just go with a solid producer such as AEM and forget bullion.
The maximum 5% holding is for portfolio insurance.
Thank you.
Q: Would you say Atco overall is a cyclical business (which one might think when viewing their work camp housing part of the company), or might one view it as a utility which one could buy and hold forever given its distribution business? Would you consider it a buy and if so why?
Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.
Q: I currently have 1/3 of my TFSA in a cash position and am underweight in Industrial, Technology, and Consumer Cyclical. What ETFs do you favour that would help me to balance out my portfolio?
Q: I am looking to hold some cash for 6-12 months. My broker - RBC Direct Investing - does not allow me to purchase PSA or CSAV. Would you consider HFR to be reasonably safe, or do you have another suggestion? I am somewhat reluctant to change brokers, but maybe I should.
Q: I would like to increase my exposure to consumer staples. At this time would you prefer an investment in PBH or ATD.b, or perhaps there is another company you would prefer.
Q: In one of the articles you suggested (can't remember which one), they were discussing correlations between stocks, sectors and assets. I find it an interesting way of further analyzing a portfolio. Could 5i someday provide correlation matrices for its different portfolios? Would be interesting to have a peak at it. Thank you very much
Q: Any thoughts on the IPO for Kura Sushi? (The IPO is scheduled for August 1st and the call sign is supposed to be KRUS:US which I think is already taken). I recently saw the concept in London England. There seemed to be some interest to eat there on the part of the younger generation however other restaurants were more busy. Not sure “food on the conveyor belt” concept is going to catch on with me and others.
Regards
Jim
Thanks,
Jim