Investment Q&A

Q: In a previous answer you suggested GSG for commodities exposure but when I read the entity description I cannot understand what it actually does. I respect your suggestions and would appreciate an explanation of how GSG works. Thanks. Also, any other ETF suggestions for commodities exposure that is a little more understandable for an old timer like myself. All the best

al

Q: 50-yr old investing for retirement. Have historically been a dividend fiend but open to juicing the growth side a bit more as a result of the excellent advice I can now obtain from 5i. Considering adding to either my consumer defensive/staples allocation or increasing international exposure (the latter via an ETF). Hoping you might help me deploy a half position in an RSP and jump in one direction from a corner of the fence (and understanding you can't personalize such advice) - considering initiating a position in NWC (CA), PBH (CA), or WMT (US) or adding to an existing position in ZWE (European covered call ETF). My current geographical exposure is 34% US; 33% CA; and 32% International (XEF, ZDI and ZWE). My total covered call ETF exposure is around 8% of my equity portion and geographically diversified. Other suggestions for staples and international ETFs will be appreciated. Thanks for the great service!

Q: Hi
Not overly familiar with preferred shares but could explain the upside and downside of exchanging my BPY.UN shares for the preferred shares. You can trade one BPY unit for 0.66 of BPY Class A Cumulative Redeemable Perpetual Preferred Units.
It looks like there are 3 kinds of Class A prefs.
1. BPYPP 6.5%
2. BPYPU 6.375%
3. BPYPN 5.75%

So with your explanation could you tell me which of the 3 is in the offer. Given the trade is only .66 shares would the actual real return be .66 of the stated return on the prefs

Thanks
Jeff

Q: How would you recommend investing in the oil industry which may have a bounce back in the next year? Are there other ETFs you would recommend? Thanks for your great service, Bryan

Q: Could you please provide information how this would effect the above stocks in regard to investment in LION Electric, regarding the investment possibility of Amazon a portion of the company15.8 % they could purchase and when would they have to close the deal and was it mentioned. I own some POW for dividend income and very slow growth. What is 5i
's opinion.Should I buy more POW or buy NGA or just stay neutral for now

Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!

Q: In past responses to questions about thinly traded stocks, you have cautioned members to be wary of these. How do you designate a stock as thinly traded? Is there a particular daily volume average, and/or a concerning bid-ask spread?

Q: Hi was wondering which Canadian etfs you would recommend to Track corn, soybean and wheat futures? Individually would be preferred over a group of all three.

Thanks, appreciate all that you guys do.

Q: Hi, IPV
Can you please throw some light on their potential growth in the coming future

Q: RESN What do you know about this American Stock

Q: Our investment group holds these 3 stocks in our portfolio and they seem to have not increased over time. Are these companies you would recommend selling or keeping as we don't by and sell rather hold and hope for steady growth? What are the reasons for their recent performance?

Q: Hello 5i Team
I would like to follow up on Jim question regarding Tesla stock .
You mentioned that, you should try to finding the next Tesla ? Does Nio has potential to be the next Tesla ?Are there currently any companies that could possibly qualify to be the next Tesla?I know this is just guessing ? Thanks for all the advice
Regards
Claudio

Q: First, Thank you for your insights in the last 9 months, your wise words and recommendations made a big difference in the total value of my investment accounts.

In the bad (but good news) I am now way out of whack in my portfolio, 7 of my top ten positions are in technology. I remember JDS fitel and how I let that position grow to 50% of my portfolio only to have it crash down to about 5% of my portfolio and kicking myself for that and promising myself that I would never get into that position again....and here I am. Then the only great returns I was getting was on JDS and Nortel. Now its on US technology stocks and a few Canadian technology stocks , Lspd, Shop and NVei. I know the right thing to do is to rebalance the portfolio but its hard to say goodbye to stocks that are churning ahead most every day to go to slow movers.

I know to get better returns I have to stretch and bulk up on technology but is that the right thing to do or should one bite the bullet and try to keep a balanced portfolio ejecting part of the strong to buy a little more of the "ho hum steady Eddie" stocks. I guess it boils down to what is the maximum percentage of technology stocks that you think one should have in their portfolio and what is the maximum percentage one should have in one stock.

thanks for the great service, Jean

Q: I have a very small position (<1%) with Artis REIT. It has grown smaller as most of my other holdings have increased in value. While I'm down 20% off my purchase price, it's redeeming itself with a nice dividend. But at this point I feel like I should either buy more to bring it up to closer to 2%, or dump it and find something with more growth potential (not necessarily a REIT).
Any advice? Eliminate it or add to it?

Q: Last week on BNN Bloomberg the ceo mentioned that they are supplying to Tesla. On the company website they have technical/ marketing papers that explain the use of their transformers in electric power stations and how there will be large demand for more dry transformers as the demand for charging cars increases. I note they opened a plant in Reno Nevada in January 2020 that is 3 times larger than their other plants nearby and is not meant to replace current plants but to add capacity. Tesla has a big battery factory in Nevada.

Q: I see that Grand West Transportation BUS-X is up 27.5% on the day. Do you have any news to support this update? Thanks

Q: Hi, other than GBTC and QBTC, if one wanted to take a flyer in some bitcoin stocks, what would be 2-3 "high quality" Cdn or US names and how would they rank? And any other ETF's other than the two mentioned that could benefit? Thanks!

Q: If this sector 'breaks' or the market cracks, some of these EV names are going to be hit very hard. For now, we would pass.
A quote from your answer to Austin on Jan. 4, I am just curious about what happens when a sector breaks.
In the case of EV charging being early in development how would it break?
Thank you, Peter

Q: Several questions so please take credits as applicable,

For Growth please choose one, but please ignore the different sub sectors:
1. CAE or AC or or SJ, or WSP or CJT
2. CCL or WPM or TECK or AEM or FM or LUN or WFT
3. EFX or ENB or CVE or CNQ or PPL
4. DOL or QSR or TOY or CTC

Thanks!

Q: Peter; I own multiple Mawer funds thanks to you . One is the Maw130- I just tried to buy some more and was told by BMOINVESTORLINE that it is F class fund and I can’t buy it - yet I must have once because I own it and it shows in my holdings. Can you clear this up ? Thanks. Rod