Investment Q&A

Q: Hi,

In all of the recent turmoil, I missed that The Stars Group was bought out. As such, I obviously didn't do anything and noticed today that I have the Flutter shares in my account - which are actually up quite nicely from the bought price. I'm content to continue to do nothing and let these Flutter shares hopefully continue to appreciate.

Any red or yellow flags from your perspective on Flutter, realizing that you don't follow it.

Thanks,
Robert

Q: Last november I bought a small position (1%) in Tudor Gold as a more speculative complement to a 4% position in KL. I find their assets in the Golden Triangle, BC quite interesting.
KL didn't move much, but TUD more than tripled with the very strong run last week and with quite good volumes as well.
So now I have a total 7.5% gold miner/explorer position. Do you think it's too high in a balanced portfolio?
Do you have an idea what's going on with Tudor? Do you think it would be time to take some profits or letting it grow to 5% is also reasonable?

Thank you,

Q: I own IBM but not the others. Do you think the Red Hat acquisition will result in IBM significantly narrowing the performance gap between itself and the others. Respective dividend yields are not an issue.

Q: Hi, I see online education as a growing theme for the future. I was wondering if there are any growing companies in this sector you could suggest other than GOOG and MSFT..I was looking at a company call D2L but seems it is not listed.

On another topic, what are your thoughts about the upcoming IPO of Palantir..it seems to be nice investment opportunity. With a great leader, I read a book by Peter Thiel ..he seems to be a of a very high caliber. I have great respect for him.

Cheers,

Shyam

Q: Hi 5i team,
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave

Q: Good morning 5i,

Accounting for the current climate. Longterm safety and growth. What would your top canadian midcap stocks in each sector be?

As always thank you for the fantastic advice.
It's been a huge boost!

Q: Can you please provide your thoughts long term potential for TCN and comment on current valuation?
Thanks

Q: Hi Peter and team,

Freegold Ventures has absolutely ripped higher the last few days on high volume and is up a lot again today. Any idea what's happening there?

Thanks!

Q: I have $40,000 US to invest for 5 -10 years. With half of that amount I would like to buy about four equity-based ETFs for capital appreciation. Some I have read about include QQQ , BBH, and VGT. Are these good choices? Please add other recommendations.
For the other half, I would like more income based ETFs with a sensible degree of risk, such as VIG. Please add other recommendations.
I am not interested in Canadian based ETFs but International based ETFs would be alright.
I do no previous experience with ETFs.

Q: My son has asked my advice on how best to invest ~$13K he holds in GICs in registered accounts. He has a very young family and wants to begin investing on the right foot with this initial investment while adding to it over time, funds permitting. My personal investing approach has been to invest in high quality, primarily Canadian, dividend paying equities but for him, just starting out and with many investing years ahead of him, EFTs seem a far more appropriate and safer choice.

Would you consider 60% CDZ and 40% ZDY a good suggestion for him or would you recommend other EFTs that better track the indexes like XIU and ZSP? Do you consider just two EFTs sufficient diversification until his portfolio grows larger? What about the percentage Canada/U.S. split? Does 60/40 seem OK? Many thanks for your thoughts on the matter.

Q: I have a well diversified Canadian Stock portfolio. However, that being said, there are no Consumer, Technology or Health Care stocks in that portfolio.

Do you think that low cost, diversified, market weighted US ETFs XLP, XLY, XLK, XLV is a smart way to cover the sectors lacking in my portfolio.

Many Thanks.

Q: Are there any renewable energy etfs, specifically with hydrogen or fuel cells companies
?

Q: What does it mean that STC filed for a ‘preliminary base shelf prospectus’? Thanks!

Q: Hi Peter, Ryan and Team,

I have a question about TFSA accounts. Are the maximum limits to the TFSA cumulative? For illustration purposes, say if the limit were $5,000 per year for 5 year period, the maximum to contribute is $25,000. But if during that 5 year period, I only contributed $10,000, am I able to make up the $15,000 difference in year 6?

Throughout year 6, would I be able to contribute $20,000 ($15,000+$5000) and does it have to be one lumpsum? I am a bit confused, because every time I make a contribution to the TFSA, the bank has a statement that warns about overcontributing for the year.

Thanks.

Q: Like many I have lost a lot of  income due to dividend reductions and suspension. What companies have a balance sheet, positive cash flow, attitude, and good prospects going forward?
Please rate the ABOVE following best first as to the above criteria, add others that meet it.
Thanks
AD,ARX,ALA,AQN,BEP.UN,BNE,CM,ENB,FSZ,IPL,NFI,PIF,PSK,SYZ,TOG,T,TOU,TD,WCP,ZWH,ZWE

Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance

Q: Hi,

I'm looking for a long term hold. Can you pick your two favourites, or, if you have alternatives you prefer, please suggest them.

Q: How safe dividends of this royalty trust. Which of these two companies is a better purchase at current prices?

Thank you

Q: What are your thoughts on BL. Is it a buy, hold or sell. Do they have debts and how is their balance sheet and Management.

Thanks for the great service

Q: Comment on the Rubikloud acquisition svp.