Investment Q&A

Q: Would you prefer HHL or LIFE as a potential investment? Income is a significant consideration for me. Thanks.

Q: WHAT IS YOUR OPINION ON THE ABOVE COMPANY - LAST NUMBERS SEEMED GOOD OVERALL - HOW RESILIENT IS THIS COMPANY IN THE CURRENT ENVIRONMENT? - WOULD YOU ADD A SMALL POSITION TO START WITH - DIV. YIELD IS 6.613% CURRENTLY - HOW SUSTAINABLE IS THIS DIVIDEND?? - THANKS - KAREN

Q: We’ve moved 60% of our cash position back into stocks which either had at least a B+ from you, or which you spoke highly of. After the selloff on 11 June we’re down overall about 1%. Not too bad but we’re wondering about how solid this portfolio is for more bumps to come. All are for holds of at least 2 years before taking some gains. Question - do you see any red flags before we invest more in these positions? Would you consider reducing any sectors and increasing others? If so, what would you drop and what replacement options would you consider? Presently, no sector exceeds 25% and most positions could be topped up. Previously, we had more dividend income. We are mid-sixties and the pension covers about half of our expenses. Many thanks in advance for your trusted views.
Cash - 40.2%
Telcoms (4.3%) - BCE 2.3%, T 2.0%
Cons Def - COST 2.6%
Energy – ENB 2.7%
Fin Svcs (21.9%) - BNS 3.3%, BAM.A 4.5%, GSY 0.8%, RY 0.8%, SLF 3.0%, V 3.4%, JPM 3.0%, MCO 3.1%
Health - MDT 2.8%
Ind (4%) – CNR 0.9%, RTX 3.1%
Tech (15.1%) - KXS 1.8%, SHOP 1.7%, CRWD 2.2%, DOCU 3.4%, MSFT 3.4%, CRM 2.6%
Util (6.5%) – AQN 1.6%, BEP.UN 2.2%, CU 2.7%

Q: Hi General investing question. I have both ETF and actual stocks that are in the ETF. Less than 5 years away from retirement so still looking to build my portfolio. What's your opinion on holding ETF to accumulate income or buy the actual dividend stock and get both income and (hopefully!) growth? Thanks guys

Q: I owned shares in Enercare which was taken over by Brookfield. I still hold the units that were exchanged for the shares. BROOKFIELD INFRASTRUCTURE PARTNERS EXCHANGE LP EXCHNGBLE LP UNITS.
If I exchange it will trigger a capital gain. In the meantime, the dividends are still being paid.
Is there any downside to keeping these units and not exchanging them?

Q: Hello 5i Team, - Thank you for all you do!

Could you weigh-in on these US$ cloud focussed ETF's for the long-term? Could you also suggest any alternatives hedged to CAD$ with a similar cloud focus?

Q: What do you think of jd right now? Do you think Chinese companies may see less downside fallout from covid near term than say their us counterparts? Thanks.

Q: My 24-year old son just made his RRSP contribution. What would you suggest to be a good stock/ETF/fund to invest in right now? The objective is of course long-term growth.

Q: If I had put $100,000 into RY 20 years ago with all dividends reinvested, can you tell me what it would be worth today?

This is not a rhetorical question. I recently came to realize that a close friend put $100,000 RRSP into RY in 1989 as he has now retired from there. As he is an unsophisticated investor, he just left it there. But as there have been withdrawals over the years, it is difficult to determine the actual growth. It is now worth a tidy little sum. This is, in my estimation, a significant argument for a buy and hold strategy although most would also argue for more diversification.

Q: I am looking at making another investment in the 5g space. I currently own Qualcomm and have done very well partly due to your disposition to this company. Thank you.
I am now trying to choose between Nokia and Ericcson.
What would be your preference between the two and why.
Thanks

Q: I know this is tough to answer but are there any companies out there you see today that could potentially duplicate the great returns of the SHOP,CSU,NFLX, LULU etc.. either in US or Canada? thank you

Q: I hope you are all well, 5i has become a blessing for us,after big loss in March most of us have recovered from your advice.You have strongly suggested KXS,and some other stocks and they have performed very very well,can not thank you enough.
Is there or are there some stocks and sectors you can recommend (I know they might not be like KXS ).

Q: Can you recommend a good US traded small/mid cap gold company with good growth prospects?

Q: Imagine if on the day that Meng Wanzhou of Huawei is extradited to the US , China declares Apple products a national security threat and bans them. Just saying.
Derek

Q: These five stocks make up my small cap portfolio that is by design fairly concentrated and aggressive. I recently added QST on the significant pull back. I’m thinking that it can weather the down turn (great balance sheet) and will likely be a 2x bagger minimum when things turn around. Are there any other small cap names like it, that have been hammered, will survive, and that you could see moving significantly in the next 12-24 months? Thanks

Q: Hello Peter and Team, Looking at company reports, do not see "revenue growth". What other parameters would you include / consider in assessing growth companies ( and while avoiding over leveraged or buying at the top).
Thanks

Q: Afternoon 5i,

I am wondering for a longterm hold in an RESP.
Without worrying about sector as it's well diversified mostly through index etf's.
What would your top canadian small cap picks be?
That you would trust with the greatest growth, security and longevity.

As always thanks for the valuable insight.

Q: Would appreciate thoughts on VNP after latest results. Thanks

Q: As part of my shift from managed products to ETFs I need to top up all or a combination of ve, spy and xef. This will be a rather large transaction so I am leaning towards 25% of the amount in each ETF and keeping 25% in cash counting on covid related market dips over the next few months.

Q: Hi 5i
How should a shareholder interpret todays announcement of CEO’s sudden retirement? Good/bad? Is this a sign of “ abandonment “ by management and something shareholders should be cautious of going forward. Currently a shareholder of this stock and looking to make decision of sell/hold.
Thx