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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 hold TTD In a growth focused portfolio at a small profit but looking for more torque. Would you swap it out for AT?

Same situation for a position with ECN and adding those funds to small positions of DND and EGLX.
Read Answer Asked by Rick on October 20, 2021
Q: I would like to purchase NVDA in a cash account and need to sell one of my other stocks to do this. currently own CRWD , APPS , ROKU ,VEEV , and MITK. Up on all stocks with the exception of ROKU. my thought is to sell Roku to accomplish this. Could you rank in order of potential.
Read Answer Asked by Dave on October 20, 2021
Q: Hi We are a retired couple using our rrifs for income. We have been waiting for the right time to put our 10% cash to work. Please advise in order which of these selections to top up is best now or wait or don't buy at all.
Read Answer Asked by Peter on October 20, 2021
Q: Hi there, I have held IIP.un for years in a TFSA account and it has performed well but am looking for some extra yield. What are your thoughts on a switch into CAR.un?

thanks, Ed
Read Answer Asked by Ed on October 20, 2021
Q: Hello Peter & Team,

As per Bob Dylan... "The times they are a changin"

I have some new money to deploy and I am a little confused right now regarding where I should put it and how much cash I should leave out!

With what's going on in China, supply chain issues combined with pent up demand and lots of cash on hand, increasing energy costs, and the shortage of labor, I think everyone can agree we are about to/are in and inflationary period which could last for a few years.

I don't think it's a bad thing. And I don't think the markets are going to be (long term) adversely effected. But I do think there are companies/sectors which will do better than others in an inflationary environment. As an example... financials should do well. Inevitable rate hikes plus their ability to pass along added costs to the customer makes sense for them to be able to continue generating good cash flow.

My questions
1. We have all done very well in tech thanks to your guidance. How do you see this sector performing over the coming 1 - 3 years? It would be a shame for the 5i family to see all the capital gains we've recently enjoyed be depleted.
2. Which sectors and specifically which companies do you think will do well in this environment moving forward?
3. With respect to the 5i portfolios which many of us follow closely, what plans/changes are you considering keeping in mind the increasing cost-of-business landscape?

Thanks for all you do.

gm
Read Answer Asked by Gord on October 20, 2021
Q: For my kids RESP's I buy low cost TD index funds "e-series" to keep things simple. However I notice they added a disclaimer which didn't used to be there when buying this last time, it says "A short-term trading fee of up to 2%, payable to the fund, may apply to all units of TD Mutual Funds (except money market funds". What does this mean? Short term makes it sound like I get the money back? But if not, f they are adding 2% to the purchase of low cost index funds, those are no longer low cost. Thoughts?
Read Answer Asked by Adam on October 20, 2021
Q: Hello Folks:
Currently we hold energy sector stocks:
PXT, WCP, ARX, SES, CVX.
All these are having a good run except ARX.
Would you advise trading ARX for another energy stock such as TOU etc. Do you think I should hang on to ARX or make a trade for something else?
Thanks again for everything
brian
Read Answer Asked by Brian on October 20, 2021
Q: Hi Peter and Team, I am hoping you or perhaps other members can help me here.
I have a rather large pension entitlement which, upon my recent retirement, I can move to a LIRA. While attempting to open a LIRA account with Qtrade, I was told that its LIRA accounts are available only in Cdn dollar - but no USD - this despite the fact that its RRSP accounts are available in combined CAD and USD and despite the fact that a LIRA, as you know, is simply an RRSP with an overlay of pension-law restrictions which 'lock in' the funds. The Qtrade rep had no explanation for this, except "maybe it's a regulatory issue or CRA needs to approve". That makes no sense to me.
My concern is that a CAD-only account will either limit me to Canadian investments or I will constantly be paying currency conversion fees to Qtrade every time I want to buy or sell USD securities or receive USD dividends.
As best I recall, most brokers moved to providing combined CAD-USD accounts over a decade ago. Am I missing something that might be preventing Qtrade from providing the service I need or is it just a decade behind its competitors?
Thank you!
Read Answer Asked by James on October 20, 2021
Q: I have a half position in PBH (it's done quite well since purchase) and I'd like to either add to PBH or gain additional sector exposure by bringing in QSR. Would you recommend one over the other?
Read Answer Asked by Robert on October 20, 2021
Q: Hi 5i,
So grateful for your very quick and frank intervention in response to my request for counselling this morning as I grappled with the irrational urge to sell ATZ 'because it is up'. I've printed your answer and it's pinned to my wall for reference when that urge strikes again regarding another name sometime in the future, as it inevitably will.
And with regard to finding another name where that urge might arise, can you identify 2 or 3 (regardless of sector) that check some or all of the boxes you highlighted with ATZ - strong momentum in sales and earnings (not just sales, I notice), broker upgrades, positive surprises on earnings estimates, US growth (nice but not essential for me) online sales, rising market cap and near immunity to the pandemic? I realize there may be very few, if any, that meet all those criteria, but do you see any that come close?
Thanks and thanks again.
Peter
Read Answer Asked by Peter on October 20, 2021
Q: I was surprised by your response to Chris' question of Oct. 19. He asked you to rate 5 renewable energy stocks from least to highest risk and AQN was deemed most at risk.
(Your assessment from least to most at risk: NPI, BEPC, CPX, RNW, and AQN.) What is the source of the risk to AQN...and how likely do you believe this risk is likely to occur? Thank you.

Read Answer Asked by Maureen on October 20, 2021
Q: The yield on CDZ is 3.0%, if I buy equal amounts of the top ten stocks, the average yield is 5.48%. What accounts for the 1.48% difference in yield and is the risk proportionally higher buying the individual stocks than buying the EFT
Read Answer Asked by Ron on October 20, 2021
Q: Now that D2L has come out with a price range for their IPO do you have any comments/further thoughts? Do you have any personal insight into management/the founder(s)?

Thanks,
Read Answer Asked by Stephen R. on October 19, 2021
Q: what do you think about this IPO your unbias opinion always appreciated?
Read Answer Asked by OSCAR on October 19, 2021
Q: Hi 5i,
Is there any significant overlap with these 3 ETF's.
Thanks and have a great day. Ivan
Read Answer Asked by Ivan on October 19, 2021
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