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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: I have been investigating ESPORTS and some numbers are incredible. This seems to be another disruptive force poised for growth. The Patriots owner has just bought a team and even the Olympics are looking at it.
I see three ETF’s for esports. GAMR. Fidelity,79 holdings $95m AUM; ESPO. Vaneck, 25 holdings $13m AUM; NERD Quaterhill small new 25 holdings.
I am looking at a small position through my TFSA of 1.5 % of my total portfolio including RSP and cash accounts. Also considering adding 5% ( of the 1.5%) of TSGI ( their future is online sports gambling, not no/ slow grow poker) to round the theme.
What do you know of this industry? Would you recommend another approach? Any specific recommendations? Thanks. Derek
Read Answer Asked by Derek on March 13, 2019
Q: Gentlemen Good Morning,
In response to Eric concerning the CSU dividends.
At National Bank Direct Broker the told me ''The dividend is paid in Canadian dollars by our Security Guard, so there would be double conversion in the U.S.''
Its the same for OTEX, Brookefield family, FNV.
But for MX & MG NBDB paid in US but the they must in US account.
Read Answer Asked by Djamel on March 13, 2019
Q: I am interested in buying a generic drug maker at this time. Which would you recommend ( TEVA or RDY). Would appreciate your recommendation if you don’t like these two.
Thanks
Read Answer Asked by satish on March 13, 2019
Q: Greetings 5i Team,

I am currently in the process of transition our holding from growth focused to income focused. This has been a much more painful exercise than i had every anticipated: 1. As a long time growth investor i have not paid much attention to the income market and the learning curve is big. 2. I struggle with maintaining diversification across industries as i look toward dividend growth and high yield stocks. 3. i am having trouble giving up my growth bend but knowing that we will need the income from our large portfolio starting in 6 months. 4. Don't have a good sense of what the makeup of my portfolio s/b going forward. right now i am about 10% Bond, 15% preferreds and the rest in dividend payers (some growth some high yield) I have yet to find a resource or web site that provides independent advice on how to make the transition. i am also having a difficult time assessing risk of some of the income plays (for example MDIV) Anything you can recommend. I expect i am not alone out there.

Thanks as always
Read Answer Asked by kelly on March 13, 2019
Q: how do I access Peter's webinar of March 6th, 2019 on SmallCap Power?

Thanks
Scott
Read Answer Asked by Scott on March 12, 2019
Q: I am compiling a list of companies that have a large cash pile and a track record of being acquisitive and who might exploit opportunities efficiently during a recession, or other negative market event. Who would you put at the top five on that list? Thank-you.
Read Answer Asked by Alex on March 12, 2019
Q: Hi Team,
I am putting a note on my personal file for my wife in case I ever become unable to manage our household portfolio. Inspired by Buffet, I thought having 3 years of cash and the rest of the portfolio in something like VCNS, re-balancing annually, would offer a diversified and conservative portfolio that would be very easy to manage and meet ongoing needs.

One of your recent answers suggested not exceeding, I believe, 25% in any one ETF or fund. If I were to follow that rule, I would need to come up with the equivalent of VCNS in a few funds.

Would it make sense to simply tell my wife that instead of buying only VCNS, buy all the constituent ETFs held by VCNS, in the same proportions held by VCNS, and rebalancing annually?

That would mean holding the following:
AB.TO Vanguard Canadian Aggregate Bond ETF 35.74%
VUN.TO Vanguard US Total Market ETF 15.45%
VBG.TO Vanguard Global ex-US Aggt Bd ETF CAD-H 14.00%
VCN.TO Vanguard FTSE Canada All Cap ETF 11.91%
VBU.TO Vanguard US Aggregate Bond ETF CAD-H 10.94%
VIU.TO Vanguard FTSE Dev AC ex Nrth Amer ETF 9.08%
VEE.TO Vanguard FTSE Emerging Mkts All Cap ETF 2.87%

Can you think of a simpler way to go here?

Thank you very much. Michael
Read Answer Asked by Michael on March 12, 2019
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