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Investment Q&A

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Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
Read Answer Asked by sam on October 01, 2019
Q: Hi 5i,
Further to Andrew's question about the BIP.UN creation of the BIPC entity, here are a couple of exerpts from BIP's press release. They do make mention of this also being something of a "special dividend", for what it is worth.
"the transaction will be analogous to a unit split as it will not result in any underlying change to aggregate cash flows or net asset value except for the adjustment for the number of units/shares outstanding."
And,
"Currently, unitholders are expected to receive 0.11 BIPC shares for each unit held of Brookfield Infrastructure (i.e., one BIPC class A share for every nine Brookfield Infrastructure units held) in the form of a special distribution."
Not sure if this helps clarify or just further muddies the waters, but thought I would pass this along.
Cheers,
Mike
Read Answer Asked by Mike on October 01, 2019
Q: I keep hearing about how some socks have appreciated by 1000 + % or higher BUT I do not get the Math. e.g. this weekends Star spoke about how WEED had appreciated by 1,838% as of June. I have owned WEED for a long time, why am I NOT a millionaire. Please explain.
Thanks!
Read Answer Asked by Austin on October 01, 2019
Q: I have over $100,000 to invest. I would like to know your favorite growth US.and CA.
stocks. I am a long time customer with few questions. I would not do without 5i
Lorraine I already have atd.b bad byn csu dsg goos dol enb gsy pki qsr wcn gib.a trp
t otex sis kxs
Read Answer Asked by Lorraine on September 30, 2019
Q: Most of my investments (90% of my portfolio) are in Balanced Income mutual funds. I made my first investments in the market (10% of my portfolio) about 1 year ago and have made reasonable returns on these investments. I have approximately $200k in cash to invest in the market. I have a couple of questions:
1. Should I invest all the cash in the market or should I keep some cash to invest if there is a downturn in the market? If I should keep some cash, what percentage should be kept in cash?
2. Should I do a lump sum purchase of stocks or should I dollar-cost average the purchase of stocks? If I should dollar-cost average, over what period of time should I purchase stocks?
Thank you very much.
Read Answer Asked by Don on September 30, 2019
Q: I know that this company is probably out of your wheelhouse but do you have any thoughts on it?
Read Answer Asked by Tom on September 30, 2019
Q: Hi peter can you suggest British large cap etf
Which we can buy in Canadian fund or us funds
Read Answer Asked by parmjit on September 30, 2019
Q: Thoughts on this company please. Apparently, they use PyroGenesis' technology to produce silicon. CEO claims that this quarter they will be producing silicon wafers for the battery industry. Apparently switching from graphite to silicon in batteries is the 'Holy Grail' as it increases capacity by 10x.
Thanks.
Read Answer Asked by Tim on September 30, 2019
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