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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: The coming US elections are approaching (2020)
The democrats are NOT pro big business and some candidates are voicing their opinions about breaking up and placing regulation on big tech. This could be considered to be just noise however I am old enough to remember the industry break ups of the past. Question: Is it time to exercise a little caution here and await the election outcome or go along with the apparent belief that Google, Amazon etc. are the way of the future with unlimited potential growth?
Read Answer Asked by DAVID on April 11, 2019
Q: Hi 5i,
I am looking at adding OSB in my dividend portfolio. I see it is trading around P/E=4.2 with a yield of about 17%. Is yield safe and have they cut yield in the past? Is their debt manageable? Is the low price just due to the current low demand for building products? What sector does OSB fit into? Is their any growth in the future?
Thanks for your views on this company.
Read Answer Asked by Richard on April 11, 2019
Q: Could you please provide your views on these three equities including positives negatives and finally whether you recommend a buy sell or hold on each or whether there are better places to invest one's capital. Thank you for your assistance - Ken
Read Answer Asked by Ken on April 11, 2019
Q: Perhaps this is a silly question but I will ask anyway.
I see in a previous answer to a IPAY question that the 5i team considers this ETF to be liquid.
A recent market call guest has now made this ETF a top pick twice and it does intrigue me.
However , the volumes are very low. Many days are fewer than 1000 shares per day and almost always under 5000 shares per day traded. I do not consider these volumes to be liquid.
My question is. Is liquidity on a ETF somehow different than on a individual stock ?
Do you still consider this ETF liquid ?
Read Answer Asked by BOYD on April 11, 2019
Q: Hi guys , I saw a recent report that Chw was in the the top ten shorted Cdn stocks with 795000 shares short. This is apparently 8.9 % of the public float. I guess the high percentage is due to insider and other significant holders? What may be the thesis behind the dreaded short sellers position? Is Canada just a target in general? Thanks man
Read Answer Asked by Alan on April 11, 2019
Q: When going through the questions this afternoon, I noticed that I am only viewing 2 questions per page. This was not the case before. Is there a setting for this or is this something new?

You may publish this question if you feel the answer would be helpful to others.
Read Answer Asked by J Stephen on April 10, 2019
Q: CIF 823 is the last remnant from the portfolio of my former financial advisor. How would you assess this mutual fund? Would an ETF (or several) be a preferred replacement?
Your input is always appreciated!
Read Answer Asked by Sigrid on April 10, 2019
Q: When we hold u.s. stocks in lif and rif do we have to report if the total in u.s. funds exceeds $100000 or is that only a factor in unregistered accounts.
Read Answer Asked by gene on April 10, 2019
Q: Can I please get your thoughts on the upcoming IPO for Beyond Meat? Thank you.
Read Answer Asked by Marco on April 10, 2019
Q: Good day,
Using your new portfolio tracking, I realized that the tech sector occupies too much space in my portfolio. I proceeded to some reductions, but I am still at 32% of my total portfolio, way above your recommendation of 11%.
My present tech holdings are as follows: SQ 2.71%, RPD 1.82%, AAPL 2.64%, PHO 0.93%, GOOG 2.89%, NVDA 2.52%, XLNX 2.48%, AYX 1.36%, KXS 2.27%, TEAM 2.68%, VGT 3.%, XSW 1.36%, IGV 2.29%

In your view, which holding could be reduced or eliminated (or even added) for a more solid tech sector, geared to growth, with reasonable volatility, avoiding unhelpful overlaps ?

Thank you in advance for your assistance,

Jacques
Read Answer Asked by Jacques on April 10, 2019
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