skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team,

I had a position in ATVI in the fall and took a loss on it. If I recall on the last Q, it had weaker guidance than expected and was taking a hit from Fortnite hooking a lot of gamers. I have not heard much recent news other than NFLX and SQ each poaching a top executive from ATVI. They were recently replaced internally today. Gee, I am not saying much positive about it. It seems to have recently bottomed around $45 or so on a technical basis and may be breaking out again. I think the gaming market has a lot of growth ahead of it and ATVI is a major player. What are your thoughts at this point on ATVI or would others in the space be a better pick?

Thanks again,
Dave
Read Answer Asked by Dave on January 11, 2019
Q: I hold a substantial position in VEE as part of my international allocation. While it is priced and trades in Canadian dollars, its core holding is VWO which trades in US dollars. I already have enough US dollar exposure, and welcome the added diversification between the Canadian dollar and local emerging market currencies. However, adding VWO into the mix has me confused as to how F/X exchange rates will affect the performance of VEE. Will any F/X impact to VEE be limited to the relative exchange rates between the Canadian dollar and emerging markets, or does the US dollar somehow play into this?
Read Answer Asked by Steven on January 11, 2019
Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.
Read Answer Asked by john on January 11, 2019
Q: I have a question about fixed income ETFs and the bond market. Is this the time to be putting large sums of money into fixed income ETFs like ZAG, VAB and ZCM? What risk do these ETFs pose in a rising interest rate environment? Should one even be concerned with the price fluctuations over a month, 6 months or a year?
Read Answer Asked by Jeff on January 10, 2019
Q: i have about $500,000 to invest for 10 or more years. i don't need income from it. in order to keep it simple and be able to easily rebalance every six months or so, i am considering investing in only 3 etfs, as suggested by the canadian portfolio manager.
1. do you see any problems with this strategy? (i already have another portfolio in individual stocks.)
2.would ZAG be preferable to the suggested ZDB?
3. would ZLB be preferable to the suggested VCN?

thanks in advance. take whatever number of points necessary.
Read Answer Asked by Astrid on January 10, 2019
Q: Hi. 35 years old, currently sitting on 100% cash in TFSA and in RRSP. Looking to get back in with a long term outlook.

Planning on the following: TFSA: 40% modeled after your Balanced Equity Portfolio (or potentially Growth Portfolio), 50% in a mix of a few broad ranged ETFs, and 10% cash for now. RRSP: 20% in BTSX, 20% Dogs of DOW (USD), 20% Growth Portfolio (or BE), 20% mix of ETFs (will diverse geographically), 10% bonds, and 10% cash.

1. Comments to the overall strategy?
2. Any recommendations?
3. I know you can't time the market, but does it make sense to just buy in all at one time?

Appreciate the help!
Read Answer Asked by Chris on January 10, 2019
Q: Good morning,
I currently hold the following Utility and Telco stocks in my non registered account with the following weight:
Utility stocks:
AQN 3.3%, CU 4.5% and EMA 2.4%
Telco stocks:
BCE 11.70% and T 2.8%
I would appreciate your thoughts and suggestions on the quality and current weight of theses Utility & Telco stocks along with your best ideas in both of these sectors and whether or not you would replace or add to any of them.
Looking for some income and moderate long term moderate growth.
Thanks for your great service.
Read Answer Asked by Francesco on January 10, 2019
Q: I've been looking at the StockCalc reports on some of the companies in my portfolio. Do you know them and put much confidence in them? For example, they report Kinaxis is 68% undervalued, while BBU.Un is 46.1% undervalued. Do you trust their uhm, evaluation of what is and is not over or under valued? I'm trying to get a handle on how much credence to lend these for buying and selling purposes.
Read Answer Asked by John on January 10, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!