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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'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%

BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%

10 year investment horizon.

Your thoughts are appreciated

Don
Read Answer Asked by Don on March 22, 2023
Q: i was looking for a better return than what the banks were offering on there money market td was paying me 4.05% on there tdb8152 money market account. i noticed today that cibc was offering 4.94 % for a monthly rate with a minanium $100.000 investment. on there cib238 money market rate. my question is why would a person invest in a return of 4.05% vrs 4.94 % other than the $100 requirement. how much more risk would be involved if i went this route. thanks
Read Answer Asked by allen on March 22, 2023
Q: Hi 5
2 questions (please use required credits)
1) For the stock list above would you please suggest a HOLD SELL BUY.

2) I would like to consolidate all of the above stocks into: NVDA GOOGLE and
MSFT for a 2 years hold, I understand the stocks are good ones , but I'm only looking at a faster recovery. Would you be om with it.

Thanks

Read Answer Asked by Fernando on March 22, 2023
Q: Good morning 5i
Yesterday i asked about a replacement for Magna and you kindly offered tfii and ats. I like these suggestions. But, the problem ( nice to have such a problem) is that i am already quite overweightin tfii and am also overweight inthe industrial sector. So, i am hesitant to buy ats. Do you have an equivalent for ats? Any other sector is ok, although my technology holdings are high. Also a US stock would be ok. It may not be the right mindset but i would like something with growth that can help recuperate some of my loses on mga
Thanks
Read Answer Asked by joseph on March 22, 2023
Q: Hi there, can I please have your opinion on a company called Envela. Would you rate this company a buy, sell or hold?

Thanks!
Read Answer Asked by Michael on March 22, 2023
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Read Answer Asked by Curtis on March 22, 2023
Q: Over the years, I have heard some fund managers calling the ENB business model deeply flawed: taking on more debt to fuel ”growth” while simultaneously raising the dividend. If ENB was truly creating shareholder value I would expect that to be reflected in the stock price over a long period of time. Yet ENB stock has been flat for nearly a decade. Is it reasonable for investors to take on equity risk in order to earn 6% rate of return in a company with increasing debt? Would it not be better to invest in a company that can demonstrate some organic growth or accretive acquisitions?

Appreciate your perspective. Thanks.
Read Answer Asked by Joel on March 22, 2023
Q: Dear 5i,
In regards to the March 21, article written by Michael Huynh titled Canadian Financial Companies with Robust Balance Sheets. I believe the GICS sub-industry classification for GSY is "Consumer Finance". Assuming GSY was included in the screening process. Can you help explain where GSY did not meet your screening criteria. I believe in general your team likes this stock.
thanks
Read Answer Asked by Ian on March 22, 2023
Q: My Grandsons are 3 &1 old. They have 43% ZUT, 35% VFV, 21% ZWB and 0.9% BTCC.in their present RESP. I am looking for thoughts for the coming year deposit.
My thought are add to VFV (not enough now to reinvest),add a Reit ETF like TGRE or add an telecom ETF. I can not find a telecom ETF in Canada so maybe an alternative would be T.
All thoughts would be much appreciated.
Thank you
Read Answer Asked by David on March 22, 2023
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