Investment Q&A

• BMO MSCI Emerging Markets Index ETF (ZEM)
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Q: Hello
This year, I plan to purchase an emerging market ETF (thank you for the suggestion) for my and my husband's TFSA. My question is - should I put most of the funds in a few lump sums or monthly over a year? Emerging markets seem undervalued compared to other markets and this fund has been steadily increasing which makes me think it will steadily increase over the year.
thanks

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Read Answer Asked by Mary on January 13, 2021

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: To further clarify your answer on swapping BEPC and BEP.UN, assuming there are no tax implications, what premium do you think is reasonable?

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Read Answer Asked by Alan on January 13, 2021

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
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Q: I am trying to find the relative valuation of this ETF to its past. It appears to have a PE of about 24. Maybe you see something different. I would assume it is expensive. The holdings consist of very large, high quality companies - a lot of "go-to names". Is there a site or any resource where I can compare today's valuation to other years ? I'm one who hates over-paying for an investment.

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Read Answer Asked by James on January 13, 2021

Q: May I please have the names of 4 or five junior copper producers that have growth potential and are located in relatively safe jurisdictions?
With appreciation.
Ed

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Read Answer Asked by Ed on January 13, 2021

Q: Back on Nov 11, a question was asked which 5 etf’s you would choose for a well diversified portfolio. Do you think this would provide enough diversification or would you rather choose a specific fund(s) for each sector if given the choice? Assuming the answer is yes, which etf’s would you choose today? Thanks for your sage advice!

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Read Answer Asked by Sandy on January 13, 2021

• Agnico Eagle Mines Limited (AEM)
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• Maverix Metals Inc. (MMX)
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Q: Scotia and Canacord are putting out reports very bullish on base materials. what are your top 5 both in large cap and small cap opportunities ?

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Read Answer Asked by adam on January 13, 2021

• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Pinterest Inc. Class A (PINS)
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• CrowdStrike Holdings Inc. (CRWD)
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• Palantir Technologies Inc. (PLTR)
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• Unity Software Inc. (U)
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Q: Hi Folks,
Looking to add to my TFSA for 2021 - want something with some growth for a 5+ years hold - I am looking at NVDA, PINS, PLTR, U, CRWD, CSU, KXS and SHOP - can you recommend in order of preference.
Thanks

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Read Answer Asked by JOHN on January 13, 2021

• Dollarama Inc. (DOL)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: Happy New Year and thank you for all your wise advice over the last tumulus year. Between ATD and DOL, which of these 2 companies do you feel offer the best investment opportunity over the next 5+ years, taking into consideration, stability, risk, dividend and sales growth.
Thank you

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Read Answer Asked by Mark on January 13, 2021

Q: how do you feel about SIGNAL - US AND TELEGRAM after whats app's new rules - which one do you prefer for a longer term investor aeend why - where does telegram trade and the symbol? thanks for the info - Karen

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Read Answer Asked by Karen on January 13, 2021

• iShares 7-10 Year Treasury Bond ETF (IEF)
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Q: How can one play the US10Y which had risen 24% in one month?

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Read Answer Asked by Mark on January 13, 2021

• K-Bro Linen Inc. (KBL)
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Q: K-Bro Linen has had a nice increase since your last comment on Nov 12, 2020. Has your outlook been revised on this based on the current share price? I hold a very small position. Would you still hold, or consider other alternatives elsewhere?

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Read Answer Asked by Craig on January 13, 2021

• Tesla Inc. (TSLA)
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• GreenPower Motor Company Inc. (GPV)
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• Plug Power Inc. (PLUG)
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• NIO Inc. American depositary shares each representing one Class A (NIO)
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• Li Auto Inc. (LI)
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• Blink Charging Co. (BLNK)
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• Lordstown Motors Corp. (RIDE)
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• Fisker Inc. Class A (FSR)
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Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL

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Read Answer Asked by Kolbi on January 13, 2021

• Questor Technology Inc. (QST)
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Q: QST.V (Questor Technology) is in your model growth portfolio and is down 47% from your purchase price.
Would explain why and is it a buy today?

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Read Answer Asked by Jim on January 13, 2021

• Alaris Equity Partners Income Trust (AD.UN)
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Q: I made a typo on a direct investing account and bought Alaris in ERR. I left the holding as was. Now, a few weeks later, I fell off my chair when I saw it has only 16 employees. Do you know anything about management’s ability and track record? I like the business model but wonder if the tiny team is such that it loves the thrill of risk so much that it gets drunk on it. ( I have known such teams at startups I bought in private placements. I have paid dearly for my lack of innoculation-- <shudder> ).

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Read Answer Asked by Adam on January 13, 2021

• Vanguard S&P 500 Index ETF (VFV)
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Q: What are your preferred ETFs that mirror the SP500. Thanks

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Read Answer Asked by gary on January 13, 2021

Q: Looking for 3-5 socks to add to my TFSA, your suggestions?

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Read Answer Asked by Peter on January 13, 2021

• Bank of Nova Scotia (The) (BNS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: My question is about BNSand SHOP which are both in your balanced portfolio.
SHOP trades much more in the US than Canada (1.5M to .2M).

On the other hand BNS trades much more in Canada than US (4.5M compared
to .3M).
Why are some inter-listed stocks trade more on one exchange than the other?

Is it because SHOP has issued more shares on the US side compared with BNS to account for this?
Thanks

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Read Answer Asked by Herm on January 13, 2021

• Fortis Inc. (FTS)
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• TransAlta Renewables Inc. (RNW)
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• Hydro One Limited (H)
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Q: What Utility would you prefer for a 3 to 5 year holding period?

Thank-you.

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Read Answer Asked by David Michael on January 13, 2021

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?

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Read Answer Asked by Jane on January 13, 2021

• Chartwell Retirement Residences (CSH.UN)
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• A&W Revenue Royalties Income Fund (AW.UN)
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Q: I hold A&W and CSH in my non registered trading account at a small gain. From a tax point of view would it make sense to move to my RRSP so the distribution(dividends) are not taxed as interest? I have contribution room in my RRSP.

Thanks Greg

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Read Answer Asked by Greg on January 13, 2021