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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: After scanning 5I questions for the best fit for my daughters LIRA which she will not need for 20 years and will not be contributing to it, we settled on VFV,VEE,and VUN. That leaves room for a tech ETF for the remaining. Considering:
XIT.TO but the MER is high at 0.61% vs. TEC.TO which is a TD ETF
product with an MER 0.35%. Are there any others to consider or which
would you choose and why?
Read Answer Asked by Don on October 30, 2020
Q: Good AM I wonder if there is any data / anecdotal background that 5D can provide surrounding tax loss selling? Is there a period, late Nov, early Dec in which the predominate amount of selling has occurred?

I bought SU a month ago and have kicked myself since for not factoring in tax loss selling season.
Read Answer Asked by Stephen on October 30, 2020
Q: Please, your thoughts on this U.S. company.Thanks.
Read Answer Asked by maurice on October 30, 2020
Q: Have been following these 3 gold stocks for awhile and would like your thoughts on which one you feel would be a better investment and why. Or do you have another suggestion. Could you rank in order, best first, including one you may suggest.
Thanks John
Read Answer Asked by John on October 30, 2020
Q: Like an older Robin Hood I have been buying the fang stocks and selling covered call options since the Covid arrived. Well, not quire like the Robin Hood kids, I suppose. I have done quite well with this strategy. But, I have been worrying that the fang's are flying pretty high and might be ready for a fall. Especially with a volatile US election on the near horizon. I also wonder there might be a shift to value as the economy might start to kick in before too long. So, l am thinking about selling a lot of my Fang stocks before the election and waiting till after it is over and buy RSP, the equal weight S and P etf. Even if it doesn't work out as I have envisioned, this is pretty much the direction I had planned when l started buying and selling the tech stocks. I have always found it informative and usually profitable to get 5i's reaction to my plans
Thanks
Read Answer Asked by joseph on October 30, 2020
Q: Both these giants have publicly commented on hoping to turn their respective battleships in the renewable direction. Both currently pay healthy dividends (5.5% and 8.2%), and have taken a whalloping in the market. Wondering if you feel these companies have the cash and asset reserves to protect these dividends (small cuts would still be acceptable at the current rate), and hold steady on valuation, or dare I say it, grow in the long run? Looking to add to a corporate account I try to fill with sustainable/steady players paying 3.5-6.0%. Have a 20+ year time frame.

Thanks,
Mackenzie
Read Answer Asked by Mackenzie on October 30, 2020
Q: Hi,
Currently cruise stock prices are at an all time low. Is it reasonable to take this opportunity and make investments in the cruise industry while stock prices are cheap?
We are cruisers and have done 12 cruises in 7 years. What I know about cruising is that their passengers are very loyal, which some people doing over 40 cruises. Some people think that cruising is only for the elderly, but we are a family of 5 with 3 boys aged 7, 5 and 3 and can verify that these cruise lines have really targeted families like us with water slides, go karts, laser tag and an enormous array of activities for all ages.

Some people say they would never cruise again, but that is like saying you would never fly again. I just do not think that will happen. I do not believe these large cruise companies will go bankrupt, but I could be wrong. Specifically, Royal Caribbean, Carnival and Norwegian Cruise Lines.
Read Answer Asked by Ryan on October 30, 2020
Q: Kevin asked a question about a question that Brett asked today about "keeper stocks". I searched but could not find the original question by Brett. But, I am interested in the context of this question and the criteria used to determine "Keepers". In the answer to Kevin's question, for instance, I was surprised to see a company like "Veev" mentioned as a keeper and no mention of a company like Google, or even Microsoft, I think. It could, of course, have been the context of the earlier question that produced this answer. Anyhow, any further commentary would be appreciated
thanks as always for the great work
Read Answer Asked by joseph on October 30, 2020
Q: Peter and team
After getting out of the market in March, I am thinking of reinvesting my non registered money in Mawers Tax Advantage Balanced Fund. I intend to pay any tax bills from this money.
Would I be facing complicated tax calculations at year end for each withdrawal I made?
Would it be better to go with a Balanced ETF such as VBAL?
Thanks
Phil
Read Answer Asked by Phil on October 29, 2020
Q: I need to increase my Global ETF or ETFs (ex- North America) exposure. I currently have some VIU but am wondering if I should consider a couple geographic areas: Europe, Asia, Japan etc. My preference would be something I can hold in CAD non-hedged and preferred non covered call.
Read Answer Asked by Sandy on October 29, 2020
Q: Hi 5i team,
There seems to be a lot of M&A activity brewing these days, especially in U.S. tech. AMD is in the process of acquiring XLNX and this morning there are reports that MRVL is close to buying IPHI. What are some other potential candidates that likely won’t be around this time next year as they will be acquired. I know you mention DOCU regularly but what are some other likely names?
Thanks again.
Dave
Read Answer Asked by Dave on October 29, 2020
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