Investment Q&A

Q: I know mpcf is a start up but going forward long term do you feel a portfolio should have alternative holdings? And if so do you feel this etf might be a good way or could you suggest a better way and at what % to be ? Tk's Larry

Q: What is your opinion on GAIN to buy today. How does it rank with ARI, HTGC, PSEC?

Q: I would like to get your overall long term opinion on pot stocks like weed that are increasing in price mostly because of larger companies what to get in in on the action.It seems like pot will be in many things including beer.Do you believe that once October comes and maybe the sales are not there to support the stock price that this could be the next stock market bubble with huge losses?

Q: I hold abc.wt in a non registered account. What benefit do I receive from the Australia’s Capital distribution. I am currently underwater on my investment. Thanks

Q: Hi Ryan Can I have your opinion on this reit and what letter grade would apply
Kind Regards
Stan

Q: With your new allocations to the balanced and income portfolios what would be the remaining cash position of both as I like to keep as close to these as possible...thanks for the great service we all appreciate it...gene

Q: What do you think is a good entry point on Facebook? Do you think it will retest old lows? I will be selling other US (Old) Tech to fund. Thx Scott

Q: Hi, just wondering if I could ask for your opinion of this company if you follow it, or if not, please consider it for future reports. Thanks.

Q: What stocks do you see as the best opportunity in the industrial/e.commerce space trading on the TSX but with property anywhere?

Thanks so much for all of your great advice.

Q: Hi 5i Team,
Easy question for you (hopefully!)....any reason why Viemed Healthcare trades on both the TSX & Venture exchanges simultaneously? I cannot seem to find any logical explanation for this. Is this not an arbitrage opportunity for investors? Thanks in advance for your response.

Q: Good day to all. I am looking for a few very good value stocks. It seems that many investors are beginning to do the same. I am well diversified so your answer could include any sector and dividends are not that important but would be a nice bonus.
Thank you
Have a great weekend

Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you

Q: I am looking to get exposure to developed UK, European, and Asian stocks in the healthcare, consumer defensive, consumer cyclical, and industrial sectors. I would like to avoid energy, minerals, utilities, and financial services because Canada has plenty of these. I have searched Morningstar for ETFs and Mutual Funds. I generally do not invest in Mutual funds, but this may be an exception. I have only found ZEQ (an ETF), which might fit the bill.

Any other suggestions?

Q: Hi 5iResearch Team,
Would you please recommend some US$-based ETFs that are focused on each of the following areas:
- cybersecurity
- artificial intelligence
- mobile payments
Cheers

Q: What's your view on Docusign?

Q: My non registered portfolio consists of blue chip dividend stocks and the goal is to keep the stocks forever and use the dividends only. I’d like to add BCE as the dividend is great, but I’m on the fence because it seems to have less growth going forward and more competition. What is the thesis for buying bce and what are the risks?

Q: Morning folks:
Bought this name at 24. Should I be concerned with the decline. Are u guys still comfortable with this one. Was looking at kelt as parex is my only oil exposure . Wait this one out ?
Thanks
Mark.

Q: How does it work that a Canadian co. trades in US $ on the TSX??

Q: With regards to Covalon and their contract with Saudi Arabia. They have stated that the current diplomatic squabble does not effect their business. Are you aware of any terms of the contract and/or delivery of product or payment schedule that has or is scheduled to happen? I'm just trying to determine if despite the rhetoric it's not effecting or delaying the terms of the contract.

Q: I realize these are U.S. companies but the NVDA vs. AMD semi-conductor showdown is one of the most interesting investing tilts on offer right now. I have held NVDA for several years. It's my largest holding and I am up 325% on it. It has been a gusher. It has routinely whipped AMD like a pinata. But has the tide turned? NVDA is "only" up 26% this year and is getting thrashed today, post earnings, for having the temerity to only post substantial gains in 5 of its 6 lines of business. Meanwhile AMD has nearly doubled YTD and is now a Seeking Alpha darling. NVDA is clearly a remarkable company but the fastest jet stalls out at some point in a vertical climb. Is it time to sell some or all of my NVDA stake? Given its sky-high valuation do I crystalize profits and redeploy? What's your reading on these two competitors today?