Investment Q&A

Q: I hope you are all well and adapting to our new reality. I realize this is a US Closed End Fund , my apologizes. I have held it for some time in a rrif for income as well as growth I also hold XLK and a few canadian Tech stocks in that sector. It provides an ample dividend and I gain more upside from the others. Your thoughts?

Q: The company seems to be a stay at home play now - in addition to 5G
Any comments on recent developments and something to put on the watch list?

Q: For diversifying shareholdings, would any of these companies be appropriate?
LYB, for instance, appears to be on an upward trend. Your assessment and preferred choice is appreciated.
Thank you, Team!

Q: Dear5i,
I am interested to start a position in either CRM and/or VEEV. Are these 2 companies in a similar business or would you suggest to diversify and select booth. What is your opinion on these 2 companies.
Thank you for your help.
Albert

Q: what are the best companies to buy that will benefit from research and development of robotics? also is there an it there an ETF in this area that you like? thanks Richard

Q: Looking to add more exposure to companies in technology that will help drive growth of the economy not only in the near term but long term. Things like Software, AI, 5G, IOT, Self Driving Cars, etc. With HXQ ETF the pick is more the Nasdaq 100 which will contain a number of these companies. With ARKW and IGV looking at some speciality to help in the overall growth of my technology allocation. What are the thoughts on the 3 selected or do you have others you would recommend. Looking at ETF to get some broad exposure and reduce risk of picking individual stocks. Thanks as always.

Q: May I have your opinion on GAMCO Natural Resources, Gold & Income, for income? It's a covered call fund yielding 12% dividend. The holdings include 45% metals and mining, 20% energy, and the rest in health, industrials, agriculture. It seems to be 55% held by insiders. How secure is it for income, in your opinion? Thank you.

Q: Good Morning Folks,

Do the waste management companies look good from a growth plus safety perspective at this time? How would you compare WM and WCN? Which would you prefer? Any other names that you like in this space?

Dennis

Q: Hi group would appreciate your views on Wayfair its on fire after some recent developments re Covis-19 can you see it making new highs (its been as high as $166 early last year on this recent run or? most importantly would you buy it after the recent movement ?thanks

Q: Hi,
I am thinking of adding a defensive U.S. stock into my portfolio. Between COST and WMT, which one would you pick and why? Thank you!
Martin

Q: Hi!

I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!

Q: Hello 5i!

Appreciate all the great work.
I am looking for a canadian as well as US listed tech ETF. And semi-conductor fund to be held in my RRSP. Diversification and of course hoping for long term growth.
Currently XIT (TFSA). Using the room in RRSP for US listed dividend stocks/ETF's. Or whichever is the most tax and growth efficient.

I'm wondering what your top picks are in that sector and why? One concern of mine is some have a much higher mer. Is that worth the performance in the long run?

Or better bang for your buck on keeping fees low as usual and the most diverse fund. Company and cap wise. Hence holding a primarily large cap and semi conductor. Or just 1 solid all around.

If I'm missing a far better pick please enlighten me.

Thank you for putting together such a great site and program. Info is fantastic.

Q: My question is what is the new cost base for UTX, now RTX?
I held UTX and then it spun off Carrier and Otis. With these spin offs, I thought my cost base would be reduced for the spin off values for Carrier and Otis. But itrade and also Globe & Mail still show the original UTX cost base. 
I read that the spinoff and merger where to a non-taxable events.....or that's I took it.
Any information you can provide me to clarify this situation......Thanks.....Tom

Q: Greetings!
How do you see these two for buying the dip? I'd expect they will fall short on earnings report. The dental field in Canada has been shut down for about 6 weeks. Any insight would be great! Thanks

Q: Hello strictly as an'income source could you give-me your opinion,payout divi.
Tank You
Dan

Q: Hello 5i Luminex Corp seems to be quite active with a rising share price could you comment on this company as to why and the company itself. Thanks

Q: Although you do not specifically follow US companies, could I ask your opinion on this company, including fundamentals and volatility?

Q: Would you still consider AMZN a buy at the current price for a long term hold?

Thanks, Lyle

Q: In February you stated that you consider KEYS:US to be a weak buy. Do you still consider it to be a weak buy? What are the company negatives? I notice the company's stock appears to have weathered the Covid crisis better than other companies even though the stock is still down from its pre-crisis high.
Thanks,
Jim

Q: Good Morning ,
What are some companies to invest in for increased speed and more capacity for more home data usage ?

Thanks
Greg