Investment Q&A

Q: hi there,

I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.

Q: Thank you for your answer to my question of May 28th, about forecast equity returns by geographic region/ country. You provided a link to Star Capital's site, which forecasts the US to have amongst the lowest equity returns globally over the next 15 years.

I would appreciate you advice about this forecast. Do you agree with this forecast? Which regions/countries of the world do you see best to invest in over the next 5-10 years? In Portfolio Analytics, what rates of return are you using for each geographic region/country to forecast the long-term expected return for a portfolio?

The CPPIB is now invested 90% outside of Canada. What are your views for an individual investor? Should individual investors be taking a similar position, and having most of their portfolio invested globally?

Thank you again for your excellent advice, and this wonderful service.

Q: I have recently purchased three Canadiangrowth stocks and want to purchase another three. The stocks I purchased were LSPD, REAL and WELL. Please recommend three stocks ranked by order to purchase

Q: I own stocks with a broker in my TFSA. I also hold both Canadian and USA registered stocks. Can I put registered stocks in my TFSA? If so what is the process?

Q: I know that 5i has not generally recommended these split corp funds but I would like your take in this scenario. We know they bottom when asset value drops below an acceptable number and this has occurred. I recall years ago the same thing happened and yields disappeared and values plummeted. When the market bounced back however each roughly doubled and paid lucrative dividends until of course the next major downturn. My question given that we all expect new highs some day, is whether these would not be nice tuck ins today that will eventually appreciate if not double and begin paying great dividends?

Q: Hi,
How is the balance sheet and cashflow of maxr Does it have some growth potential or is it considered as an income stock.
Thank you

Q: Hi,
Considering the debt level, cashflow and which of the company would have a bigger up side?
Thank you

Q: Hi 5i team,
I am looking for your opinion on which of these would be your choice to play the crypto market? What are the +/- of each in your opinion? This would be a mad money investment. Thank you

Q: I am looking for safety with essentially no downside but a return greater than a 6 month GIC (hoping for better in 2021). A Dynamic Alpha Performance II Fund Series A - FE has been recommended (not sure which series actually). I am skeptical given the high MER. I would very much appreciate your thoughts. Thanks.

Q: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.

I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?

Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?

For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?

Q: Hi,
Do you find any risk in investing in BAM now? Or should I wait so see the effects to covid on the mother company.
Thank you

Q: Hi 5i,

Can I get your thoughts on the recent acquisition of Clarion Medical Technologies.
I'm afraid I don't see how this fits in with the companies current business.
Has the company given guidance that they were interested in this type of business?

thanks

Q: Peter and His Wonder Team
What do you think about there restructuring plans while under bankruptcy protection? Do they have a chance of surviving. Will the stock remain a penny stock or might it have a little bounce here based on "a wing and a pray"?
Is zero inevitable or am I being too pessimistic?
Thanks for your opinion!

Q: The bottom fell out of this one. Your opinion, please, buy more, sell and hold on?

Q: I NOTICED THAT FLUTTER IS CONSIDERED PINK SHEET OR OVER THE COUNTER IS THAT A DISADVANTAGE THANKS

Q: what are your thoughts on this company? motley fool has been recommending and leadership looks good. how is the valuation and future growth?

Q: Hi,
Is it a good time to invest in this stock and does it have even cashflow to see through the development of the product.
Thank you

Q: Hi there, in the context of unintended consequences I find that Roots shareholders may benefit in the near to mid term. Closing stores(unfortunately appears to help their business model profitability) and having their new D.C. (e-commerce channel)become more reliable and more efficient is beneficial. Strong brand and quality product all looking good. Is their balance sheet and liquidity strong enough to come out the other end of the Covid crisis? Thx Chris

Q: Last question for today.
Is this a company with good growth potential and financially sound. Are there other companies that are competing directly against them or they have a niche approach?

Q: Would you consider NWH.UN a reasonable replacement for SIA as an income stock. I sold SIA early last week. Thanks