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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: Hello 5i
First, thank you for your excellent service and guidance! I am retired, looking for income and growth. Following are my questions.

1) What do you think of VCNS? Could you suggest an alternative. I presently have a half position in VCNS.
2) At this time would you still recommend a 4.5% position in ATZ?
3)I am down about 30% with MMM. Is there a better place for these funds?
4) I am down 11% with CLF. What has to happen( with interest etc.) to recoup this loss?

Thank you, Bill
Read Answer Asked by William on July 21, 2023
Q: Hello 5i Team

From previous answers, you have stated portfolio / sector allocations are a personal decision.

Currently I have approximately 20 % of my Canadian Equity Dividend (i.e. TSX dividend stocks) portfolio in the financial sector.

The financial sector holdings are divided into the following sub-category (industries) with representative stocks in each sub-category:

Asset Management – (BAM / BN)

Banks – (BMO / BMO / CM / RBC / TD)

Insurance (Life) – (GWO / MFC / SLF)

Insurance (P&C) – (DFY / FFH / IFC)

Questions:

1 – What would be appropriate percentages for each subcategory? An example would be should Banks be 50 % of the financial sector holdings (or 10 % of total equity holdings)?

2 – Is there any other sub-sector of the financial sector that I should be looking at along with associated companies?

Thank you
Read Answer Asked by Stephen on July 21, 2023
Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Read Answer Asked by Derek on July 21, 2023
Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara
Read Answer Asked by Barbara on July 21, 2023
Q: Hello Peter,
Is Laurentian Bank worth holding at the current price as i have sold half and hoping for higher amount to 50s? What is your view on Ivanhoe Electric? Do you think the telecom space in Canada is behaving like the US with stocks not doing well other than the dividend? Thanks very much
Read Answer Asked by umedali on July 21, 2023
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Read Answer Asked by Adam on July 21, 2023
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