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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: Are you aware of any Canadian ETF's that focus on Fintech. I can't find any in the almost 600 that trade in Canada.
Read Answer Asked by Paul on June 14, 2019
Q: I understand that Beyond Meat's valuation is "beyond" believable ... but I'm wondering if there isn't something there. While I see that both Tyson and Maple Leaf are getting into the game, the question is: are these other products even edible?

I have not tried any of them, but it seems to be the consensus of the younger generations that Beyond Meat is beyond believable -- and the other products are "spit them out now before you choke". These other companies, while they may have a similar product, don't have the magic of Beyond Meat.

Do you not think that that might be a moat in itself -- and that Beyond Meat is buyable? I'm not saying back up the truck, or even a full position, but it certainly would seem eminently investable, given the quality of its product. Sometimes you pay for the name, while you wait for the valuation to catch up. Agree or Disagree? Your thoughts would be much appreciated!

Read Answer Asked by Sylvia on June 14, 2019
Q: What are your thoughts on Proofpoint? I am looking to add a tech stock involved with cyber-security.
Read Answer Asked by Dan on June 13, 2019
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.
Read Answer Asked by Ford on June 12, 2019
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?
Read Answer Asked by WAYNE on June 12, 2019
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
Read Answer Asked by Mike on June 11, 2019
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