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Investment Q&A

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

Q: Hi,
Trying to decide whether to top up Boyd to a 2% position or sell it and buy Magna instead. No tax implications. As an fyi we also own DOO @ 2% incase that impacts diversification. We’ve been a happy Boyd share holders for years- thank you! Just wondering which company you think has more upside going forward.
Thanks for all that you do!
Kerri
Read Answer Asked by KERRI on January 19, 2022
Q: Having held SHOP (TSX) for a number of years, it's discouraging to watch it whither away. While this downturn plays out, would it make sense to short the US version of the stock? Obviously, there are considerable risks involved and it would require close attention for entries and exits, but it seems like this might mitigate some of the losses. Or is this a dumb idea? Thanks.
Read Answer Asked by Michael on January 19, 2022
Q: I bought a full position in CM at $72.70 in 2020 in an unregistered account. I generally look for dividend payers over or near 5%, so I could sell and purchase another company that pays a higher dividend. Today it is at about $165, which means a substantial capital gain.

My concept is to sell and buy something relatively stable like PPL, ENB, BCE and such. I calculate the return on my initial tax cost to be about 13-15% annually in higher dividends, at current pay levels, with what I see as similar risk.
However, I have read that the banks are maybe expected to again have a much higher than normal dividend raise, which might mean CM goes higher (assuming that isn’t already priced in).
I would appreciate your thoughts on this concept, particularly in regards to CM. Is it time to sell and put the funds to work elsewhere? I thought I had asked this question last Friday, by the way, but it is not answered so assume it is lost in the ether.
Thanks! Paul K
Read Answer Asked by Paul on January 19, 2022
Q: Good morning,

With demand continuing to outpace the supply and availability of semi conductors around the world with no end in sight, would this be good time to add a small position of a Semi Conductor ETF in my US$ Non Registered portfolio as part of my overall Technology sector weighing and if so, which of the two ETFs (XSD and SMH) would you recommend?
Thank you for your thoughts on this.
Read Answer Asked by Francesco on January 19, 2022
Q: I have a relatively heavy weighting in oil at over 10%, about a 3% weighting in gold and 1% in uranium. Otherwise don't have other commodities.
Fortunately have been able to start taking some profits in oil and will continue to do so if keeps rising.
What is the expectation for other commodities in general over the next few years (though I know you don't have a crystal ball)?
For a conservative investor, what stocks or ETFs would you recommend to provide a diversification into other commodities - my thinking is about a 3% weighting in these. Would prefer to avoid coal if possible.
Take as many credits as needed.
Thank you.
Read Answer Asked by Tulio on January 19, 2022
Q: Hi 5i Team - Having been a growth investor I don't have a very clear idea of what a Value stock is. Could you explain what criteria or metrics make up this type of company. Am quite sure I probably have a few in my portfolios (and maybe didn't quite realize it) but would to like add at least a couple, maybe more. Would you be able to provide the names of a few Value stocks in the mid and large cap range. Also in the small cap area if possible. Any sector. Am assuming minimum 3 year hold for this type of investment. Thanks.
Read Answer Asked by Rob on January 19, 2022
Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.
Read Answer Asked by umedali on January 19, 2022
Q: Hi,
I try to follow your metrics where I can. I think you usually recommend using forward earnings for PE ratios as the market looks ahead. In your answer to Cal on CSH.UN you referred to earnings for the year just ended to give you a PE of 20. Your database shows a PE of 746, which I believe is trailing as well. Did you mean the year ahead to get a PE of 20 or maybe I am missing something?
Thanks.
Read Answer Asked by Dave on January 19, 2022
Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?
Read Answer Asked by V on January 19, 2022
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