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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: Re the massive purchase last week by Softbank of call options of tech stocks which your message says caused the sudden price ramp up in the market, and led investors to rapidly sell once they found out about the Softbank purchase (and it seem are still vigorously selling), can you suggest a way to avoid the big losses that rookie investors like me have been having as a result? I was thinking about how to communicate such qualitative information, since most investors are aware of the quantitative info sources. Could you consider adding a market barometer that becomes active when such significant events occur with maybe a couple bullet points to explain the rise or fall ? In any case, your good advice remains exceptional and many in my category are much further ahead because of it.
Read Answer Asked by TOM on September 09, 2020
Q: Hi team

I have held this for years, not going anywhere, lost some money

would you say that Europe could do better next year ?
or the Brexit and the Cov-19 is making the economic prediction worse in
the next 12-24 months ?
I could replace it with one of the Mawer International funds which I have
thanks
Michael
Read Answer Asked by Michael on September 09, 2020
Q: In an earlier question, you answered that you’re not a fan of buying options. Was that specific to short-term options? What’s your opinion on long-term call options as a buy-and-hold strategy (i.e. rolling LEAPS forever)? Thanks.
Read Answer Asked by Laxmyharan on September 09, 2020
Q: We have 300K which we want to use to build a portfolio of Canadian dividend payers in an open account.
This forms a significant chunk of our semi retirement portfolio. We have growth stocks in registered accounts and also some cash in a HISA.

1. Would you think that 10 companies offers sufficient diversification?
2. Which companies would you recommend? (we are thinking 2 x financials, 2 x telecoms, 2 x utilities, 1 or 2 materials, 1 or 2 energy)
3. Over what time frame would you recommend purchasing these companies? (TD charges me $10 a trade)

Thank-you,
Jim and Sharon

Read Answer Asked by Jim on September 09, 2020
Q: Can you give me your opinion on preferred ways to invest in 5G companies in US and Canada? Thx for your excellent service
Read Answer Asked by Danny on September 09, 2020
Q: Hello team,

A glance at the yield in the BP last month indicated 1.66%. Obviously that number would have been higher had CAE, GIL not cut their dividends and Suncor reduced theirs.

Is this yield in line with the guidelines that 5i uses for this portfolio? Or does one need to adjust to the new reality post pandemic of lower rates for longer?

Additionally, the BP currently has 7 stocks with no dividend and 3 others (Boyd, CSU, ATD) with a smallish dividend. While I get that these stocks would be considered growth stocks, at what point does one get concerned with the likes of CAE, GC, GUD, SU and GIL who have seen a sustained destruction in share price? Thanks in advance.
Read Answer Asked by Kelly on September 09, 2020
Q: Are you familiar with a spousal TFSA account??
If so, how to set-up? Thanks Jerry
Read Answer Asked by Jerry on September 09, 2020
Q: Greetings 5i,

Your top 2 picks (and why - briefly) in precious metals sector for:
Majors
Mid Cap producers
Juniors
Drillers/exploration bets.

Cheers!
Read Answer Asked by Duane on September 09, 2020
Q: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Read Answer Asked by Ron on September 09, 2020
Q: Hi 5iTeam,
Please recommend 2 stocks and 2 etfs in each of Canadian and US markets with or without dividend, for a 25 to 30 years hold.
Cheers,
Read Answer Asked by Harry on September 09, 2020
Q: NTAR: Can I please have your analysis on this company for 3 to 5 years hold.

Thanks in advance
Atchuta
Read Answer Asked by Atchuta on September 09, 2020
Q: Greetings to all:
On August 21 , Paulettte asked a question about 1801. My question is
what is difficult about duplicating a fund that only returns 3.36% over
5 years, or do you mean that Global growth and income funds overall
are difficult to duplicate? I have a friend who is trying to put me into some Edgepoint and after reviewing most of their returns I can't see
that as you say about 1801 that any of them are a must own. I think
Mawer has a better lineup of funds. Please explain what you meant about 1801, and give your opinion of my assessment of their funds.
Thanks,
BEN.
Read Answer Asked by BEN on September 09, 2020
Q: I am looking to add energy and health care coverage in my portfolio and am considering DUK, MDT. CVS, and XLV. Would these companies be at the top of your consideration list in their respective spaces. Is now an acceptable time to purchase or might it be prudent to await the fallout in the coming week after last week's corrective activity?
Read Answer Asked by Peter on September 09, 2020
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