Investment Q&A

Q: Sir: The Dragon portfolio suggests holdings in 1. Long volatility and 2. Commodity trending. Can you please give me examples of ETFs or any funds available that would represent these approaches? Thanks JP

Upvote 0

Read Answer Asked by James on May 05, 2020

• Brookfield Property Partners L.P. (BPY)
  • View BPY Profile
  • View Questions on BPY

Q: Can you please provide your opinion on this stock at today’s price for a 2-3 year old. Yield is in the teens. Do you think they will cut and if they do you expect it to have a material negative impact on the stock or might that be factored in already

Upvote 0

Read Answer Asked by Aleem on May 05, 2020

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV)
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
  • View VGG Profile
  • View Questions on VGG

Q: Opening an RESP for new born. What stocks (Cdn. or U.S.) would you recommend, taking into account safety and dividends. Obviously looking at a long time frame and plan to contribute $2,500 per year. Thanks for your insight.
Dave

Upvote 0

Read Answer Asked by David on May 05, 2020

• ProShares VIX Short-Term Futures ETF (VIXY)
  • View VIXY Profile
  • View Questions on VIXY

Q: What do you think of this etf as a hedge to the market ?

Upvote 0

Read Answer Asked by Karim on May 05, 2020

• Gildan Activewear Inc. (GIL)
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN
• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: I have a little money. Aqn or cae for growth over the next 3 years or other suggestions.
Is it time to cash in Gil . Did Gil drop their dividend. I follow your BEP
Thanks as always for your great guidance.
Steve

Upvote 0

Read Answer Asked by Stephen on May 05, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Open Text Corporation (OTEX)
  • View OTEX Profile
  • View Questions on OTEX

Q: Which would you choose and why.

Upvote 0

Read Answer Asked by Albert on May 05, 2020

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: What do you make of AC earnings and Buffet dumping stocks of the airlines?
Will it create the additional headwinds and halt the recovery?
Thank you

Upvote 0

Read Answer Asked by Nick on May 05, 2020

• Bank of Montreal (BMO)
  • View BMO Profile
  • View Questions on BMO
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• BMO Covered Call Canadian Banks ETF (ZWB)
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU)
  • View ZWU Profile
  • View Questions on ZWU

Q: Hi gang, I am looking into buying $11,000 for my daughters TFSA Acct. Should I buy $5500. BMO & 5500. SLF. Or 11,000. Zwb.And zwu or could you suggest me otherwise. Lots of time 15-20years. Open to any thoughts. Thanks be safe.
Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 05, 2020

• Global X US Dollar Currency ETF (DLR)
  • View DLR Profile
  • View Questions on DLR

Q: Hi gang, can you please explain how does DLR. TO work? Who should buy it? Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 05, 2020

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU

Q: Your reply on May 4 stated that Bekershire Hathaway has 15.1m shares of Su--what is the percentage of total shares of SU. Also the no of shares transacted in the Q ended Mar 31 & in April 2020.Txs for u usual great services & views.

Upvote 0

Read Answer Asked by Peter on May 05, 2020

• Garmin Ltd. (Switzerland) (GRMN)
  • View GRMN Profile
  • View Questions on GRMN
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• AbbVie Inc. (ABBV)
  • View ABBV Profile
  • View Questions on ABBV
• Pfizer Inc. (PFE)
  • View PFE Profile
  • View Questions on PFE
• Verizon Communications Inc. (VZ)
  • View VZ Profile
  • View Questions on VZ
• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Badger Infrastructure Solutions Ltd. (BDGI)
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.

Upvote 0

Read Answer Asked by Andrew on May 04, 2020

• Intertape Polymer Group Inc. (ITP)
  • View ITP Profile
  • View Questions on ITP
• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
  • View TCL.A Profile
  • View Questions on TCL.A

Q: I'm considering starting a new position in one of these companies. Can you please compare the two, including which is best positioned to weather the C19 storm. Would you recommend either, and if so which one.

Thanks

Upvote 0

Read Answer Asked by Cory on May 04, 2020

• FLIR Systems Inc. (FLIR)
  • View FLIR Profile
  • View Questions on FLIR
• General Dynamics Corporation (GD)
  • View GD Profile
  • View Questions on GD
• Roper Technologies Inc. (ROP)
  • View ROP Profile
  • View Questions on ROP
• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on May 04, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I believe you have a link to dividend info but I can’t find it! help please!

Upvote 0

Read Answer Asked by Margot on May 04, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN
• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN)
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: These are the property Reits that I have. I am down with Dream. As the economy struggles and the ability to pay rent increases, what is your thought at this time? I could see a sell and reentry later, but perhaps this is a poor move. Appreciate your thoughts....

Upvote 0

Read Answer Asked by Bruce on May 04, 2020

• BMO Covered Call Canadian Banks ETF (ZWB)
  • View ZWB Profile
  • View Questions on ZWB

Q: Hello Team, I have quite amount of ZWB in registered account. I am thinking of selling and purchase individual holdings in the ETF - 4 banks ( TD , RY, BMO, BNS ), SLF, IFC, BAM.
Do you a see material benefit to this move from overall return perspective or just keep holding ZWB.
Thanks

Upvote 0

Read Answer Asked by RUPINDER on May 04, 2020

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA

Q: Could I get your thoughts on AltaGas's latest 1/4, and your thoughts about the company going forward.
Thanks

Upvote 0

Read Answer Asked by Greg on May 04, 2020

• Cognex Corporation (CGNX)
  • View CGNX Profile
  • View Questions on CGNX

Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

Upvote 0

Read Answer Asked by mike on May 04, 2020

• ATS Corporation (ATS)
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Zebra Technologies Corporation (ZBRA)
  • View ZBRA Profile
  • View Questions on ZBRA
• Cognex Corporation (CGNX)
  • View CGNX Profile
  • View Questions on CGNX
• ROBO Global Robotics and Automation Index ETF (ROBO)
  • View ROBO Profile
  • View Questions on ROBO

Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

Upvote 0

Read Answer Asked by jacques on May 04, 2020

• Biogen Inc. (BIIB)
  • View BIIB Profile
  • View Questions on BIIB
• Regeneron Pharmaceuticals Inc. (REGN)
  • View REGN Profile
  • View Questions on REGN

Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.

Upvote 0

Read Answer Asked by BRYAN on May 04, 2020