Investment Q&A

Q: Thanks for all the work that the 5i team does. I just retired and saved a good nest egg. I should note that about 45% of my portfolio is in fixed income and it is not included in this question. I enjoy keeping an eye on the market and investing. I read your answers to questions daily. I like about 20% exposure to tech stocks (good ones like aapl, goog, shop, etc).
I have selected a total of only 20 stocks in all sectors and I have weighted them as best I could to meet the portfolio analytics suggestions (adjusted by me for more tech). I have say $170K in Unregistered, $150K in TFSA and a much bigger chunk in SDRSP (Minus the 45% Fixed income), I would like to put the same 20 stocks (weighted as per above) in each portfolio BUT in the bigger chunk SDRSP put 60% of the SDRSP funds into the 20 stocks and put the remaining 40% of SDRSP funds in 4 Value ETFs (2 CDN, 2 US) and 2 INTL ETFs. Therefore, I would have the same 20 stocks in three portfolios and 6 ETFs in the SDRSP.
This makes perfect sense to me … but maybe you have other thoughts. I would like your expert opinion on this approach please.
Thanks so much and happy holidays

Q: What is a good entry price for this stock?

Q: What does your most educated outlook say about emerging markets in the up-coming year? ZEM a good spot to put some cash to work? As always, your pragmatic views are most appreciated!! Ron

Q: Since it's the end of a year, I will ask this question about stock picks for 2022. Hypothetically, you are in a stock picking contest to pick 10 Canadian stocks for 2022. Best total return for the year including dividends is the winner. Mr. X is your opponent. Since you are the pro, Mr. X gets to pick first. He has picked ATD, AEM, BAM.A, CNR, CSU, DOL, NTR, SHOP, SLF, SU as his group. You can't choose any of those. Which 10 Canadian stocks are you going to pick?

Q: Season's Greetings 5i team,
We will be making a 6k contribution to each of our TFSAs in the New Year. The two accounts hold the following securities:

TFSA1: ATA, DSG, WELL and TOI
TFSA2: ATZ, BAM.A, DOO, NVEI and TOI

In what order might you invest the $ in the securities in each of the two accounts? (Given the relative size of this investment, overall diversification (across all accounts), size of holdings and industry allocation will not be affected).

Thank you for your dedication and all of the great work you do for us DIY investors. Merry Christmas and HNY!
Steve

Q: We would like to wish Peter, Ryan, Lana, and all the staff at 5i a joyous holiday and best wishes in the new year. Thank you for your expert opinions over the years.

Q: Seasons greetings to the wonderful team.

My initial position in ECN has shrunk as a result of the payout. Would you advise reinvesting ROC back in the stock?
Thank you

Q: I am considering add more bank stocks and here's what I got based on their P/E:

TD:12.36x
RY:11.99x
BMO:11.69x
BNS:11.50x
CM:10.57x
NA: 10.79x

I have 150K cash available. Would you agree to add National Bank, CIBC and Bank of Novia Scotia equally since these 3 have the cheapest valuation?

Thanks,

Q: Hi 5i TEAM,

I have watched GoEasy for while and wondering if it's good time to get in on its recently pull back. Also, will raising interest rate benefit the company as well？

Thanks,

Q: I have small positions in AEM and KL and am puzzled by the recent price action. It often seems that the share price falls when gold is up, and rises when gold is down. I've often read that gold prices are subject to strategic manipulation but this seems very counter-intuitive. Any thoughts?

Q: Although I recognize that Market Timing is not your "oeuvre", can you comment on the wild fluctuations between STNE's daily high & low today (i.e. and on high volume)? In the absence of any remarkable news could this be indicative of an impending bottom?

Q: Happy Holidays to everyone. I called my broker (cibc) to ask about the ECN dividend and ROC . They just called back to say it won't be paid until Dec 24 and will not be reflected in my account until Dec. 29. This is not what I hoped for, but perhaps the answer is helpful to others looking for this cash

Q: Do you know of any news on Richards Packaging that would account for the 8% plus gain today?

Q: Would this be a reasonable investment for someone seeking income? I would hold it in my RRSP.

Q: Can I get a detailed account on the ECN dividend and return of capital. Stock is really hit hard today (12-23-2021, Noon) @ $5.26.
Thanks.

Q: Hello again and thanks for your insights on AGNC, I think I will set that one aside for now. Searching the Q&A I have assembled this list of 4 companies for diversified exposure to residential and industrial real estate in Canada and the US (a bit of global with Prologis is appealing). In your opinion does this group provide complementary exposure? Can you suggest an addition to this list or is there one that you would remove?

Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?

Q: Hi group what's going on with ECN no cash in my account and the share price has dropped when do we get the cash in our accounts ?...than for all you do happy holidays

Q: What is the reason re major correction on Dec23/21

Q: Hello Peter,
IEP looks like a holding company operating various businesses. It has a peak of over $100 in 2004 and 2014, and now it is half of that value. The dividend is high at 16 percent. Is that something to worry about? Also, if i am to invest in this stock, is it better in an RRSP as outside RRSP or TFSA I may have to deal with tax forms as it is an LP in the US? Thanks very much.