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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 have all the stocks in the Balanced Portfolio, and I have some new cash to invest in the BP. Which 4 Balanced Portfolio stocks would you add to today? And a brief reason why?
Thanks
Read Answer Asked by Steven on March 02, 2022
Q: Yesterday (Tuesday) I placed a bid to purchase KRBN at $41 that was filled at 3:47PM. Looking at the daily trading chart on any site shows that a big block trade went through right around then, but for the entire last 30 minutes of trading the price never seemed to stray outside of $42.25-$42.85. My order was for several even lots. I would just like to try and understand the trading that goes on behind what appears to be visible such that my buy could fill at a price of $41?

In addition, I am struggling with how to categorize this holding within my investment portfolio. As a “non-tangible” commodity would you consider it within the energy sector? Materials? US or International? Your thoughts?
Read Answer Asked by Steven on March 02, 2022
Q: Is it possible the numbers are exactly the same for exports & imports as per Statistica?
Answer:

Here are links from Statistica for imports and exports for the major countries Canada deals with.
Read Answer Asked by Joseph on March 02, 2022
Q: Do you know if any of the above companies have exposure directly to Russia, Belarus or Ukraine. Alternatively, would any of the above benefit from sanctions on Russia/Belarus (for example buyers switching to NTR for supplies from Russian suppliers)? Thank you as always.
Read Answer Asked by Doug on March 02, 2022
Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron







Read Answer Asked by Aaron on March 02, 2022
Q: Hi 5i, I own some D-Serie funds in my BMO InvestorLine account. I was told that, by law, the D funds will not be allowed anymore in self-directed accounts and will be converted to F-series very soon. Do you -or your readers- know where this directive comes from? And will this conversion be tax-free? Thanks.
Read Answer Asked by Denise on March 02, 2022
Q: Hello Peter and team,
What do you think of Arc Resources? Is it too late to buy at the current price in the $15 dollar range? I was looking at vector vest and they feel chartwell and Sienna are over valued by 50 percent. This does not make sense to me. What metrics do you use to determine their valuation and in your view are they currently fully valued or still have some upside as the dividends are decent?
Read Answer Asked by umedali on March 02, 2022
Q: I have dabbled in a few mid to small cap Canadian bio companies over the years. I never have the stomach to hold on for the long term in general due to high volatility but I like the sector. I'm currently sitting on Sernova (SVA) for now at least. How Do you like them? Do you have any other recommendations in this sector?
Read Answer Asked by DAVE on March 02, 2022
Q: Greetings 5i,

I own both of these and have done well. I consider them long term holds. Bruce Flat has stated last quarter he sees 20% growth per year over several years. Apollo has merged with Athene (insurance /annuities etc). My question is, in an inflationary and subsequent rising interest rate environment, will these two companies face significant headwinds? Have we seen the “top” in the asset management class short to medium term? Please explain why or why not. Deduct as needed.

Cheers!
Read Answer Asked by Duane on March 02, 2022
Q: Hi 5i team. Love what you guys offer here as I am a recent trial member who pulled the trigger and signed up. I currently hold ATZ, BAM.A FLOW GSY PRN SLF TOI VFV and WSP in a TFSA. I am looking at rounding out my portfolio to include one of: IIP.un, DIR.un, CAR.un for long term hold with focus on growth and ok with some volatility. So out of those 3 what would you suggest is the best one to choose? Also, any other suggestions you would consider adding to my portfolio for increased diversification based on my overall strategy? Thanks
Read Answer Asked by Marco on March 02, 2022
Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks
Read Answer Asked by Tyler on March 02, 2022
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