Investment Q&A

Q: My pots of money are: 10% resp,10% tfsa, 40% rsp, 40% unregistered
If I want a 30-30-30-10 split of CAD, USA, International and Emerging markets what should go where for best tax efficiency? My pots dont fit the recommended tax efficient locations for my investments perfectly ( growth in TFSA, USA div in RSP, cad div in unreg) so am considering:

TFSA is growth so I think any IWO or VEE would go here...I am a bit short to fit all my VEE and IWO in the TFSA so part needs to go somewhere else. ( likely RSP?)
My Unregistered accounts hold all my cad stocks ( mostly your balanced portfolio)
which leaves spy, vig, ve and xef in RSP. ( plus any excess of my iwo and vee growth)
what should go in the RESP( similar to TFSA or RSP?)?

Any suggested switches to where I plan to hold the above investments?

Q: Hi 5i Team,
I have a small existing position in htl and would like to start positions in the other 3 companies. Could I please get your opinion of the above companies and assuming there are no significant concerns (other than small cap risk) in what order you would rank them at today's price?
Many Thanks

Q: I like TOY but am concerned about the following:
1) How vulnerable is TOY's business to low price "knock-offs" being marketed as TOY brands through on-line channels like Amazon, Alibaba, etc.?
2) Do retailers like Amazon & Walmart have the technology to restrict this type of thing, or would they unknowingly be expediting it (and benefitting from it)?
3) How effective is legal action initiated by a company like TOY in defending its intellectual property?
4) Is this vulnerability a "deal breaker" in deciding NOT to buy TOY?
Thank you for your thoughts.
Edward

Q: With Broadcom warning of a slowdown, how will this affect
PHO and the sentiment on the sector.
In another words, do you think the semis are still a few quarters
away from doing well?

Thanks

Q: I have been watching NOA but it keeps drifting lower is there any reason why . Thx

Q: Is SAP worth holding?

Q: What is your opinion of these equities which I have held in a well-diversified portfolio for a number of years?

Q: whats your thoughts on cday and would you prefer over other HCM companies like payc and wday?

Q: Can I have your opinion on Fundex Mutual Funds, We are speaking with an advisor about putting some money with Fundex through the advisor. I don't remember the particular fund but it would be on the conservative side.
Always appreciate your answers, Thank You. Peter

Q: Hi team,

Could you suggest companies or ETFs which would marry environment concerns and good returns ?

What comes to mind are wcn-t (waste disposal) and trex-n (turning plastics into decking products) but there must be others.

Thank you in advance for your comments and suggestions.

Jacques

Q: What is the difference between CEF and PHYS? Which is the better one to own in a rising gold market? Thank you.

Q: Good morning
On a RSP portfolio that is about 6% of our net assets, what would you think of the strategy of the Dogs of the Dow? Is it worth the trouble or would I be just as well to put in DIA, I could concentrate the low or no dividends in investments accounts.
I saw there is an ETF which purports to follow the dogs of the dow, but its mer is .75%, I would not spend that much in trading commissions in just following the strategy.
Your Thoughts?
Thank you.

Q: I know you don't do us listing/ chinese companies much, but BIDU has come down a lot and I am wondering if this is an attractive entry point for a long term investor? Is it just NA/ China worries that is causing the pullback?

Q: Is the recent momentum for HYG due to the increase in backlog? They are still losing a ton of money. Thanks.

Q: I currently have a roughly 1/2 position (on cost) in DR and am underwater roughly 12%. I hold it for the income stream. Two questions: Do you think a full position is appropriate? Do you think the market has fully reacted to the disappointing quarter?

Thanks
Peter

Q: What do you think about yesterdays Crowdstrike IPO? They are a strong player in the Cyber Security/anti virus field but how are the fundamentals?

Q: Good morning 5i Team

Would you please compare/contrast CRWD and BB in terms of Revenue, Profitability, Growth and Market Cap and any other metrics you consider important. Also, how similar are the markets they operate in?

Deduct credits as appropriate.
Thanks
Peter

Q: Is XAU.to a valid speculation on the short-term potential of gold or just OTC:bb type “flim-flam”? I would sincerely value your perspective.

Q: If looking for an oil & gas producer to introduce to an otherwise o&g-free portfolio, how would you rank these? Is there a glaring omission in my list?

Q: Why do I get remarks on PagerDuty when I request Precision Drilling questions?