Investment Q&A

Q: Is Emera a good long term hold for growing income? Or do you prefer another company in this sector for a long term income investor. thanks.

Q: Hi 5i,

I own BPY.un and was planning on taking the BAM.A shares in the recent offer. Would it make sense to do it now?

BAM.A is trading around $CDN49.08. If you take .4 of that amount the value of BPY is around $19.63. Since BPY is trading around $21.75 it seems to suggest selling BPY now and buy BAM.A for the future (Trading costs and taxes not important). If the deal doesn’t go through, I have locked in the increase.

If BAM increases their offer by 75 cents, do you think the .4 of a share would change?

Your thoughts would be appreciated.

Thanks
John

Q: HON has done reasonably well and now seems fully valued. CFRA has a sell rating on it and RBC-DI lowered its its opinion on HON’s share price appreciation in November. Would you sell HON, and if yes, why please? Please ignore tax impact. If you would hold, why please? If you would sell, would you replace with another US industrial and if yes, which one(s), given the generally toppy valuations today.

Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks

Q: I have a substantial position in GC. My gain is excellent.
What may be the chance Apollo backs out of this deal in the next 2 months?
Should I cash out now to secure the price? I wouldn't mind picking up the additional $1.50 +- on closing but dont want to risk my gain.

Q: What are you thoughts?

Q: Hi 5i: I am presently underweight financials ( TD - 6% ). Which of these would you add BNS, SLF or GSY? Would you add a combination of all? What is the market weight for financials and would now be a suitable time to add?

Thank you for my success!

Tom

Q: I have a CCP corp (10-year time line) with the following holdings (high to low mrt value + $60K cash): ENB, AQN, ATD, SU, BAM, GC, LSPD, XBC, REAL, GUD, BEPC, CAE, BNS, CSU, ENGH, SLF, PHO, XGD, WELL, GOOS, QST, AC, BEP.UN, KXS, DOC.VN, MITK, ATZ, SYZ, DOO. To reduce tax liabilities, I plan to slowly sell off any high yielding stocks (eg ENB) and only hold buy-and-forget stocks with very low or no dividend or buy corp class ETFs like HXT, HXS, HXQ. Can you please recommend what current stocks you see as long term "keepers" and suggest any new CAN or US stocks or ETFs. Many thanks for your help!!!!

Q: Could you identify your top positions that could suffer from a pullback due to a successful vaccine implementation?

Q: Hi Peter and Team,
I am constructing $40K TFSA account. My time horizon is for 5+ years holding. Can you suggest diversified ETFs and Stocks (US and Canadian) that are a good buy at this time and a have potential to grow in the future.
Thanks,

Q: Hi,
Your views on BAX-N on long term. Do you prefer any other name over BAX-N in health sector?
Thanks
Piyush

Q: I am considering selling rei.un and splitting the proceeds between dir.un and iip.un. what do you think?? Also, which do you prefer: dir.un, smu.un or grt.un.
thanks
judy

Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.

Q: There seems to be lots of buzz in the media lately about dividend stocks being hit hard when inflation/interest rates rise. What are your thoughts on this? Isn't this just short term noise for the long term dividend investor.

Q: Hi 5i Team - It is my understanding that most of the Canadian start-up technology companies are going with private funding rather than public, resulting in a scarcity of technology companies to invest in on the TSX or Vancouver Exchange. First, could you comment on the accuracy of this assessment. Secondly do you know of any such companies that are available to the general public for investment or may be planning an IPO over the next year. This would not include more established companies such as LSPD, KXS or of course SHOP. Thanks again for all your advice over the years. Your service has been invaluable over these years and continues to be so.
Rob

Q: Hello 5i Team,
Which, in your opinion, of the above three gold diggers has the best chance for gains going forward.
Thanks
Kenneth

Q: Hello,

I am looking into ETFs in Canada to compliment the portfolio I have created with your model portfolios, profiles and question support. I may be out to lunch, but my thought is to purchase some ETFs to diversify my investments. Is that smart? I currently am planning to move funds from a questrade managed portfolio, and either add it to my customized portfolio or to invest in ETFs. I appreciated reading your ETF and Mutual Fund newsletter and am considering some of the broad etfs, however I am against investing in the energy sector. Also interested in expanding my clean energy or ESG sector with another ETF. Do you have suggestions? Curious about ESGY?

Thanks for your guidance!

Please take off 3 questions.

Thanks,
Ellen

Q: Hello, from a peace of mind perspective, what happens to an ETF or mutual fund if the company selling it goes out of business or decides to close the instrument ? Do the underlying stocks get sold and dispersed to the mutual fund holders ?

Thanks.

Q: What ETF would you suggest for a non-registered account for a higher risk tolerance with emphasis on growth and a 10 year minimum timeline ? VGRO/XGRO sound good but the dividend yields seem low to really take advantage of the dividend tax credit.

Q: While just about everything is taking a beating today, DOC is up over 8% today on more than twice the average daily volume......Any news? I'm not seeing anything.

Thanks

Dave