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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 5i Team

I see your Balanced, Growth and Income Funds annualised return since inception are 16.6%, 11.8% and 6.8%, respectively.

If one was to have a portfolio of a mix of these Co’s - banks, utilities and then Co’s like WSP, TFII, etc…..modelling out future returns what annual return would you use?

16.6% is obviously too high and 6.8% a bit low….is using 8% realistic?

Thx

Cam
Read Answer Asked by Cam on August 23, 2021
Q: Both AMD(acquirer) & XLNX(acquiree) have great results on July 26 & 27 prompting them sharply to New Highs.Then Biden's antitrust crackdown on Aug 5 hit both hard.Also tensions between USA & China. China can thwart mergers of U S companies if they have significant presence in China. In view of foregoing,is it ok for me to buy AMD?.The merger is expected by year end & is reportedly a good marriage & will result in taking data centre business from INTC. Txs for u usual great services & views
Read Answer Asked by Peter on August 23, 2021
Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.
Read Answer Asked by Danny-boy on August 23, 2021
Q: Lots of questions about this one.

One argument I've heard for why the stock isn't up on the dividend news is that the dividend isn't tax efficient for US holders, who evidently own about 40% of ECN float. That coupled with the embedded gains and worry about taxes increasing has them selling now, and the CDN demand for those shares being sold isn't enough to push the stock price higher.

If this is true, it may limit the near term opportunities even after the dividend if Americans feel burned that they didn't get a good deal out of a great deal made by ECN.

That all said, I've added to my already large position due largely to management and they're proven abilities.

My 2 cents, curious what you think.

Cam
Read Answer Asked by Cameron on August 20, 2021
Q: Watched a very interesting interview with an analyst on BNN yesterday making the case for therapeutics as the way forward for battling new Covid variants (as opposed to MRNA booster shots). Made interesting points and suggested a few stocks. Two are very small but SRNE is a reasonably sized Co. What does the book look like for this one?

TIA
Read Answer Asked by Gerald on August 20, 2021
Q: VQS jumped after that Alta Fox report a few months ago, but has fallen back a little. Do you like VQS now that it has come down a little, and do you see it as a stock that has long-term potential to out perform (or do you like some other small/mid cap companies better e.g. SYZ)
Read Answer Asked by Jeff on August 20, 2021
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