Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.
Q: It has been a while since GSB has been discussed in the 5i question forum and a lot has changed at this company since. Although the stock has pulled back a bit recently, it has shown good momentum the last few months. Add in the special $.50 dividend paid last month and the stock does look interesting. Your thoughts? Does this company have legs and further upside in your opinion?
Q: Hi 5i,
Regarding the Van Eyk MOAT ETF which you featured in your 5 from 5i, I notice that there have been 2 questions on this fund. On the earliest question from 2017, I believe, you say that you find it "interesting". And then, by 2019, I think, it is referred to as "gimmicky".
In looking at MOAT I see the holdings are all pretty decent and would probably make respectable holdings on their own.
My questions are:
1.) Would you consider this a suitable investment for a Balanced to Conservative (read retired) investor?
2.) What is your current consensus on this ETF?
For this answer, it might help to know that my U.S. ETF's consist of the following:
EMB (global bond)
VIG (U.S. dividend appreciation)
VRP (U.S. variable rate preferred)
I am also underweight a number of the sectors in which the majority of MOAT holdings fall as well as being underweight the U.S. overall.
I would appreciate any insight you may have about this fund and its potential suitability.
As always - a huge "Thanks"!!!
Cheers,
Mike
Q: With the Asset allocator suggesting 35% international and 40% in US stocks, my current stocks in those regions include AYX, HOLX, NVDA, and TEAM, what would be other growth stocks in the US and international for 5-10 year holds?
Q: I have a small position in this company recommended by Hidden Gems Canada. Do you have an opinion on the prospects and general invest ability of this company. Should one consider adding to it?
Q: Hi,
I am using your Balanced Equity portfolio and would like to add 5 US names to round things out a bit more. Can you give me a 5 pac of US stocks to add to my 5i portfolio?
1) When do you anticipate the company be profitable?
2) What are the long term growth avenues for the company? Are there revenue streams aside from the collaboration tool.