Q: What % is technology in the S& P 500, the Tsx index and what % do you reccomend in a portfolio for a 5 to 10 year hold?
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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: On a scale of 1 - 10 (1 low 10 high) what do you think are the probabilities of the Canadian major banks cutting dividends within the next year ?
Q: I am trying to access an article that 5i wrote I think in late March or early April about the 10 or 20 stocks to buy in the midst of the pandemic? Thanks for all your excellent advice?
Q: I'm retired with a defined benefit pension and enough investment income to live comfortably at the moment. What do you consider to be the best protection against a stock market crash followed inflation or hyperinflation?
Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price
Thanks for the great service.
Can you please give me MER. Is it expensive OR fairly price
Thanks for the great service.
Q: Hi Guys
I own shares in Tobias Carlisles " The Aquires Fund" the symbol is ZIG
This is a Value ETF, small in size and has an MER of around 0.9%
My concern is that it doesn't pay a dividend, I imagine he re invests the dividend proceeds back into the fund?
I was thinking of selling it and replacing it with VVL, this actively managed ETF has an MER of 0.37% and a Dividend of 3.41%
Is it not really compelling Value here on the fundamentals?
I think it trades on a P/E of less than 10x. There might be risk though in some of his Holdings.
If there is a move back into value..this might return 30% or so, or would you still sell it and replace it with XWD.
Thanks!
Gord
I own shares in Tobias Carlisles " The Aquires Fund" the symbol is ZIG
This is a Value ETF, small in size and has an MER of around 0.9%
My concern is that it doesn't pay a dividend, I imagine he re invests the dividend proceeds back into the fund?
I was thinking of selling it and replacing it with VVL, this actively managed ETF has an MER of 0.37% and a Dividend of 3.41%
Is it not really compelling Value here on the fundamentals?
I think it trades on a P/E of less than 10x. There might be risk though in some of his Holdings.
If there is a move back into value..this might return 30% or so, or would you still sell it and replace it with XWD.
Thanks!
Gord
Q: Please provide a list of Canadian companies whose return on equity is a constant 15% or more over the last 5 years.
Thank you
Thank you
Q: Please provide a list of companies in your portfolios whose price have doubled in the 5 years ending June 30 2020
Q: hello 5i Research team,
Could you clarify the meaning of a phrase you use sometimes: « We would consider it fine to own right now, for a 3 year+ period. »? Do you mean: it is a good company/investment, but : it might be fully valued currently? Or it might be volatile for an ownership over a short period of time? Or something else? Thank you for your collaboration, Eric
Could you clarify the meaning of a phrase you use sometimes: « We would consider it fine to own right now, for a 3 year+ period. »? Do you mean: it is a good company/investment, but : it might be fully valued currently? Or it might be volatile for an ownership over a short period of time? Or something else? Thank you for your collaboration, Eric
Q: Hello,
With Bank of Canada growing it's Balance Sheet, what will this mean for the stock and housing market in Canada? Do you expect further asset inflation? What do you recommend Canadian investors do?
Thanks!
With Bank of Canada growing it's Balance Sheet, what will this mean for the stock and housing market in Canada? Do you expect further asset inflation? What do you recommend Canadian investors do?
Thanks!
Q: Love the update for the Portfolio Analytics.
Well done.
Sincerely
Mike
Well done.
Sincerely
Mike
Q: Good morning:
What are the chances of 5i focusing on us stocks as well and not just Canadian names. If you guys own names in the states , wouldn’t it be beneficial for subscribers to own some of the same names south of the border, so we all have skin in the game. A portfolio of us stocks would be be a great addition .
Thx
Mark
What are the chances of 5i focusing on us stocks as well and not just Canadian names. If you guys own names in the states , wouldn’t it be beneficial for subscribers to own some of the same names south of the border, so we all have skin in the game. A portfolio of us stocks would be be a great addition .
Thx
Mark
Q: Hello,
Where can one find out about new IPO's? I seem to always here about them after a good 2-3 day pop. Marketwatch.com seems like one option. In addition to a simple list, how can an individual investor best familiarize themselves with the upcoming IPO's? How would your team do it and do we have access to the same materials? Zoominfo and Royalty Pharma are two examples of companies I wish I had known about and evaluated in advance.
Where can one find out about new IPO's? I seem to always here about them after a good 2-3 day pop. Marketwatch.com seems like one option. In addition to a simple list, how can an individual investor best familiarize themselves with the upcoming IPO's? How would your team do it and do we have access to the same materials? Zoominfo and Royalty Pharma are two examples of companies I wish I had known about and evaluated in advance.
Q: why does it "seem" like the boring old dividend plays like Utilities are under performing so much in last few months? Would have thought dividend plays in Canada would have benefited with "search for yield" scenario despite slowing economy.
Q: Where can I find on 5i website News and Report Updates at 5i Research emailed yesterday at 4:44pm. Thank you
Q: This is a big picture question about the current "incredible" rally.
What percentage would you attribute to
a) Fed's fiscal input including printing money and buying all kinds of bonds,
b) Short covering by both big and small investors
c) FOMO by Institutional investors (smart money) and
d) FOMO by retail investors (dumb money)?
Is there a place or articles one can access to get an idea about these variables?
Many thanks.
What percentage would you attribute to
a) Fed's fiscal input including printing money and buying all kinds of bonds,
b) Short covering by both big and small investors
c) FOMO by Institutional investors (smart money) and
d) FOMO by retail investors (dumb money)?
Is there a place or articles one can access to get an idea about these variables?
Many thanks.
Q: Hi, If one is anticipating another market downturn , could you please suggest some investment ideas in CAD ? Thank you
Q: As interest rates keep dropping and stimulus money keeps being printed around the world does this highlight an opportunity to be overweight gold or precious metals? I currently do not own any gold in my portfolio but would maybe like to initiate a 4-6% position, most likely like an ETF such as XGD or a few stocks like NMT, AEM and FNV
Q: Could you please explain the following questions in terms easily understood. Price/earnings - what are reasonable numbers/the low and high end and I gather the lower the better - is that correct? Debt to equity ratio - same thing as above but 1.15 - is that $1.15 in debt for every dollar you own? Price to book - what kind of numbers am I looking for there, i.e. if the price is $80.00 and the book is $40.00 - is it 2x book?
Q: If one was to place some stop loss points to various parts of a portfolio,
1. Would you base the number on a moving average and if so what time frame? 100 day moving average?
2. For ETFs?
3. For Canadian equities?
4. For US equities?
Thank you............Ron
1. Would you base the number on a moving average and if so what time frame? 100 day moving average?
2. For ETFs?
3. For Canadian equities?
4. For US equities?
Thank you............Ron