Investment Q&A

Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.

Q: What is your opinion on TRIL at this time as a higher risk growth position? 1 year chart looks very impressive and recently had the pop from the Pfizer investment.

Q: What are your thoughts on the news this morning on orcl is it a buy the rumor sell the news stock or a keeper.

Q: Now that AW has reinstated dividends, do you think it has more potential than QSR?

Q: Hi 5i Team - According to my information Shopify has about 120 million shares outstanding. Do you think it is possible or probable that they may do a stock split in order to bring the share price down to a range that might attract new retail investors. Also What is the latest insider holdings information including recent buying and selling activity. Thanks.

Q: Good morning Peter n Team,,
Do you have any news on Tech B.? The stock has risen $1.75 today- what do you think is driving it? Thank you for your input. Rossana.

Q: Since it is my largest losing position eligible for a tax loss sale, contemplating a tax loss sale of NTR but wondering what I could use as a proxy. Suggestions?

Q: Hi group appreciate your views on NKLA - its been on a wild ride over the last week after GM purchased a position now its short sellers attacking it Your views please Buy sell or hold have a half position that is presently down 11%. I am a medium risk investor with a short time frame Thanks

Q: Hi Guys
Could you comment on NWC earnings released Friday.
Thanks! Stuart

Q: Between these 2 companies, which one will i get more dividend from and more growth from in the next 3 to 4 years.

Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken

Q: What do you make of the short report on NKLA?
https://hindenburgresearch.com/nikola/

Looks pretty compelling - obviously that is the point they want it to go down - but do you know much about the Hindenberg Research (other than they couldn't not have picked a better name for a short seller)?

Q: Hello 5i team,
Which one do you prefer GOOG or AMZN for a long term hold (no worries about day to day variations)? And why? Does your conviction vary based on investment horizon or the results of the November election?
Thank you for your collaboration, Eric

Q: I have owned BIP on the US side of my RSP for some time. A few months ago there was a spin off and I received a number of shares of BIPC. The dividend is the same. My question is should I sell all my BIP and then buy BIPC. In your opinion will BIPC have a better chance of capital appreciation because of it's corporate structure?

Thanks Ken

Q: What caused the massive jump on Friday, earnings?

Sheldon

Q: Both GH and ILMN are held in diversified US Portfolio, with weightings of 2.36% and 2,22% respectively. I bought both with initial positions with the intention of adding on other positive future factors. After reading recent Q&A for these two companies, should I own both or just one and if just one, which one?.....thanks....Tom

Q: hi, the PE on KXS is around 142 according to one source today. is this correct? historically, what PE ratio would a high growth company with positive earnings be?

Q: Hello 5i team,
I need to crystallize some losses to neutralize some 2020 capital gains: which would you sell first (in what order)? ACQ, CXI, MX, NFI, XTC? I am reluctant to sell : ACQ right now because of its excellent momentum. ACQ seemed to be turning things around before COVID, and they seem to be doing the right things again right now. Also reluctant to sell MX and NFI because they are slowly grinding higher and having good cyclical upside potential. If I sell CXI, I would feel like selling at the bottom, I would prefer to wait to see its performance when international travel reopens a little bit more (hopefully) in 2021. That leaves XTC, but I need a little more selling than only XTC. May be only a partial sale, but each only account for 1% to 1,5% of my total portfolio.
Thank you for your collaboration, Eric

Q: Hi Peter and Staff

I realize it will be dead money for awhile - if I top up a losing position in CAE and don’t need to draw on the funds for 5-10 years , are you confident it will be a good move long term?

Thanks for all you do
Dennis

Q: Hi the great team, recently a drop of technology companies stock prices may be attributed to profit taking or else. Do you suggest doing same action ? If yes, when and how?