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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: Hi 5i,
Regarding the Van Eyk MOAT ETF which you featured in your 5 from 5i, I notice that there have been 2 questions on this fund. On the earliest question from 2017, I believe, you say that you find it "interesting". And then, by 2019, I think, it is referred to as "gimmicky".
In looking at MOAT I see the holdings are all pretty decent and would probably make respectable holdings on their own.
My questions are:
1.) Would you consider this a suitable investment for a Balanced to Conservative (read retired) investor?
2.) What is your current consensus on this ETF?
For this answer, it might help to know that my U.S. ETF's consist of the following:
EMB (global bond)
VIG (U.S. dividend appreciation)
VRP (U.S. variable rate preferred)
I am also underweight a number of the sectors in which the majority of MOAT holdings fall as well as being underweight the U.S. overall.
I would appreciate any insight you may have about this fund and its potential suitability.
As always - a huge "Thanks"!!!
Cheers,
Mike
Read Answer Asked by Mike on June 11, 2019
Q: Hi,
I am using your Balanced Equity portfolio and would like to add 5 US names to round things out a bit more. Can you give me a 5 pac of US stocks to add to my 5i portfolio?
Read Answer Asked by Ian on June 11, 2019
Q: Sorry, further to my last question on Slack

1) When do you anticipate the company be profitable?
2) What are the long term growth avenues for the company? Are there revenue streams aside from the collaboration tool.
Read Answer Asked by Jordan on June 11, 2019
Q: Hi, I am thinking about buying SLACK, set to DPO on the 20th, and I'd like to know your thoughts.
1) Do you think that the stable losses of around 140m is a concern after signicant rise in revenues over the last 2 years?
2) Is the DPO an advantage to me, or a disadvantage (versus and IPO)
3) I have no US exposure and I want some US tech exposure. Reasonable to take a full weighting in Slack?
4) Your thoughts on their growth rate? It appears they are a young company, and growth is exceptionally strong.
Read Answer Asked by Jordan on June 11, 2019
Q: Hi,
I'm thinking of buying these three companies, is now a good time to buy? They've seem to really run up. In what order would you buy? Also, is there any overlap between these and my current holdings? If I wanted to swap one or two of my current holdings to buy these new stocks, which would you let go? I currently hold CGI, SHOP, CSU, KXS, LSPD, FB and GOOG in the tech space. I'm a long term growth investor, time frame >10yrs. Thank you!
Read Answer Asked by Keith on June 11, 2019
Q: Hello, question about ZBK’s portfolio holding, Equally weight 5.5 percent for each of 19 banks, in the case of BBT and STI merger was completely, what would happen to ZBK’s portfolio? Thanks
Read Answer Asked by LEI on June 11, 2019
Q: hi there,
I own both of these positions in a US 401K. They have done really well since the fall of 2018 and i am now overweight in Consumer Defensives. I am wondering if its too much of a good think and was thinking of trimming both of my positions at these valuations. However, these have been good names to be in for a market slowdown. Your thoughts. PS I am a retiree looking for income and a bit of growth.
Read Answer Asked by kelly on June 11, 2019
Q: Good morning I have initiated a part of my portfolio to u.s. stocks and I have GOOG, BABA, AVGO, GE, FDX and am looking at SYK ACN AND MCO also I have positions in VGT and VTI. On the income side I hold good Canadian dividend companies that combined with CPP/OAS the dividends cover all of our living and travelling expenses. So, I diverted most of the growth stocks from your balanced fund into this u.s. side. My question is I still have about 20% cash can you recommend additional u.s. companies that I could look at along with the above. Or, should I just put the cash into the two ETFs. Thank you for the great service as you have changed how I invest and look at my own portfolio and time frame....thanks...gene
Read Answer Asked by gene on June 11, 2019
Q: Hi 5i group, could I please have your opinion on Planet 13?
Thanks,
Ken
Read Answer Asked by kenneth on June 11, 2019
Q: BUYING PROTECTION: WHEN to buy? WHAT TO BUY?
From time to time (especially today on CNBC) I am hearing Traders talk about buying protection with volatility in the US at ~16 .... vs much higher last week.
I assume this advice is also linked to the fact that US markets have just finished a “best ever” kind of bounce after last weeks debacle.

Does 5i agree with that strategy?
Would you be inclined to do this automatically when VOL drops to a specific level? If so, what level?
What ETF(s) would you suggest since playing options is not my game?
Would there be a rule of thumb as to how long to hold that “protection” in place?

Thanks for helping to educate me in this area.
Read Answer Asked by Donald on June 11, 2019
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