Investment Q&A

Q: I am retired and invest in primarily blue chip, dividend paying stock. In my regular investment account I hold the following Canadian bank stocks, RY,BNS,TD.
In my RRSP I hold all my US stock which includes JPM and C. I am considering selling my Citibank stock and using the proceeds to buy more JPM.
I am thinking JPM has better upside and is generally a better run company. Any thoughts?

Q: Hello 5i,

I have 20,000 to deploy in my TSFA.
I presently own:
From the Balanced Portfolio:
BNS, ENB, SIS, SLF, WSP

From the Growth Portfolio:
LSPD, QST.V, WELL. EGLX

From the Income Portfolio:
BEP.UN, BNS, SLF, WSP, ZRE, ENB

Could you please recommend 2 names from each portfolio that would be a good buy right now?

Thank you,
Colette

Q: These once promising growth stocks have declined, more than others. Would you consider them in the 'hold' or 'sell' category? And in which order?
The market performance generally does appear to create more uncertainty even with good news on infrastructure funding etc., rotation alone might not be the only cause. What is your take?
Thank you, Team!

Q: You guys seem to like Dream Ind. Reit alot these days, would that be more for it's distribution or Capital appreciation? I do like it's yield but i waa hoping for some decent price appreciation also over the next five years roughly, thanks.

Q: Good morning - In your opinion, at present, what are the best long term, larger cap, Canadian companies in which to invest for capital appreciation, regardless of sector. Thanks

Q: Hi,

I'm a medium risk investor with a 5 year time frame.

Can you recommend 3 US ETFS to cover the whole US Market?
And 3 to cover the whole CDN market?
and 1 ETF to cover the international market?

Q: I am looking for an Asset Allocation Growth ETF with exposure to all geographical areas. Something similar to VEQT but less USA and more International . 20 year time horizon and held in my non-registered cash account

Q: Hello
Are there any consumer discretionary ETF not hedged to CAD that you can recommend which will pick up in the recovery?

Thank you

Q: This company is down 36% since its high earlier this year. Do you foresee any improvement here or is it best to take the loss and move on? Thanks.

Q: wow! these two have been hit hard by hedge funds selling ( who were not hedged properly) ..would you buy these at current levels?

Q: Any thoughts on TCDA? Saw a claim that a hedge fund is buying 2M shares.

Q: Good morning,
Can you please comment on new found gold. To me it seems like a no brainers in the junior space. Thoughts?

Seamus

Q: 23 year old starting RRSP. Have made small initial cash contribution and now doing monthly pre-authorized cash contributions, Given long time horizon, small current balance and ongoing monthly contributions, I’m looking for a 100% growth-focussed equity ETF that I can have set up to auto-contribute to on a monthly basis and wonder what you might recommend.
Thanks.
Brian

Q: What do you think of NNO? What do you think of the fundamentals? Is it a buy yet? They seem to have a potentially good product.
Thanks John

Q: After environmental calamities in California and Texas I often think about the financial risk that infrastructure projects have from climate change. In California this seems to be a perennial risk that will return and is predictable, but Texas' cold snap was a good warning that they can happen anywhere.
I also seem to recall that utilities had to swallow some poorly organized derivative risk during the 2008 financial crisis.
Finally: the Biden government appears quite aggressive with its intention to eliminate all GHG related power production.
My question is: for a business that operates with high leverage and large scale projects that are slow to change and long to pay off, and high sensitivity to climatic shock, are these risks reasonably accounted for in their current pricing; is diversification a suitable means of diluting risk (across the sector), and finally are there more US or international choices such as ETFs that you would recommend over a Canadian centric etf (appreciating that the Canadian companies are somewhat international)?

thank you,
Peter

Q: This US cannabis ETF, MSOS, has been performing poorly lately after a big run up. When I look at its portfolio, I see 58.15% cash and then something called "swap pay" items for several companies which are negative numbers such as -8.24%, etc.
What do those negative numbers mean and am I reading the cash % properly? What is going on with this ETF?
Thanks

Q: I currently own TD, RY, BNS and BMO, BLK (US) and would like to keep 2 or 3 as 'core' holdings in the financial services sector, and would like to add a growth stock, either Goeasy or EQ bank or ? Which has the most potential, and which stock(s) could be replaced.

Q: Hi 5i,
Just wanted to get your current thoughts on AT:CA (Acuity Ads).
I see that they have come down quite a bit from recents highs.
Any reason for this?
Would it be a buying opportunity at +/-$16, or wait for it to settle down a bit?
Also, if you could provide any information in the way of a short synopsis on the company that would be wonderful!!
Thanks.

Q: Hi folks,
I am looking at VIACOM - it's down over 50% since March 22nd - can you give me your opinion as to whether it would be a buy at the current price for a long term hold. Doesn't look like anything has really changed fundamentally with the company other than the hedge funds dumping their stocks.
Thanks

Q: On Mar 29th you answered Lindsey’s question
“Why are there companies in the model portfolios that are not rated? If you are recommending them why wouldn't you rate them? “
with
"Some other companies have been added for better sector and market cap diversification within the portfolios.”

This explains why they were added but not why 5i doesn’t rate them. Assuming that you have done some due diligence in making your choice to add these companies to the portfolio why not add those companies to your list of rated stocks?

5i prides itself on unbiased research. Besides the work that is done when selecting a stock for a portfolio, what else is involved in rating a stock?