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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: I'm looking to reduce risk and start preserving capital in my all equity balanced portfolio. I have raised about 10% cash and am looking into fixed income etf's to achieve my goal. Would you suggest something like XBB/AGG/XINC or fine tune with a few different US/CAD fixed income etf's? Or is there a better option than bonds?

Thank you.
Derek
Read Answer Asked by Derek on February 11, 2021
Q: Hello 5i,

I am looking for a Canadian dollar etf alternative to the above international quality factor etf. IQLT has 1% USA assets. Could you suggest two CAD etf alternatives: one with some USA assets and one without? I suspect the mer will be higher, but that’s ok.

Many thanks,
Read Answer Asked by Kat on February 11, 2021
Q: For an Income balance portfolio which stocks and/or EFT would you recommended for Consumer cyclical and Consumer discretionary sectors? Preferably with some dividend to keep the desired Income Portfolio as a goal. As to my last question I also ask you for recommendations for an Income Balanced Portfolio for stocks and/or EFT in a Consumer Defensive sector.
Thank you,
Thank you.
Miroslaw
Read Answer Asked by Miroslaw on February 11, 2021
Q: Can you please give your thesis on MMX? My understanding is that it is a royalty company that will do well if prices of silver / gold go up because they will get more royalties - how does that work? Do they give money to exploration companies in exchange for royalties, and we are counting on mgmt to pick good projects given their expertise? How many properties are cash producing vs speculative?

Also, the PE ratio at ~100 seems really high, but is that the best way to be looking at it?

I'm happy with high growth, but what happens if silver/gold prices stay low for another year or two, are they in trouble?

Thank you!
Read Answer Asked by Max on February 11, 2021
Q: For those who hold ZRE and/or ZUT:

After multiple attempts via phone and RBC's internal secure email system, I finally spoke to a RBC Direct Investing representative today regarding ZRE and the Dec 29/20 RBC announcement of their 1.048:1 stock split. The rep was excellent, but had to check higher up the food chain to get an answer. Within minutes she got back to me with the answer.

The share split announcement for ZRE was simply a mistake on their part. There is no share split. Ditto for anyone holding ZUT (I don't).

It was as I suspected, but I couldn't let it go until I had it confirmed to me by RBC. End of story.

Steve
Read Answer Asked by Stephen on February 11, 2021
Q: I have read the About Us section on the Topicus web page: "Topicus.com is a leading pan-European provider of vertical market software and vertical market platforms to clients in a select group of public and private sector markets. We build, acquire and manage industry specific software businesses which provide specialized, mission-critical and high-impact software solutions that address the particular needs of our customers." So, if I got it right, Topicus is in a sense a mini CSU operating in Europe, is that right? In terms of their business and what they do, are there differences between CSU and TOI? Thank you
Read Answer Asked by Gervais on February 11, 2021
Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?
Read Answer Asked by Robert on February 11, 2021
Q: what are your projections for the canadian vs americn dollar,, thanks in advance regards cr
Read Answer Asked by cliff on February 11, 2021
Q: I have 3.5% if funds specifically earmarked for the technology sector after recently selling a position in OTEX. I am debating between taking a 3.5% position in CSU or splitting the funds and taking two smaller positions in STC and PHO. My portfolio consists mainly of larger market cap, lower volatility investments, so I feel I have some flexibility towards taking on a position in growth companies. That being said, I believe that CSU is best-in-class for its sector (particularly if limiting the field to TSX-traded companies). I would appreciate your insight. Thanks so much!
Read Answer Asked by Domenic on February 11, 2021
Q: Please suggest 4 Global infrastructure ETFS , 2 Canadian and 2 American with your preference.
Read Answer Asked by roger on February 11, 2021
Q: I have been recently reading more about the SolarWinds hack and the desperate need for beefing up cyber security. I know CrowdStrike is one of your favourites and you have brought up the potential Arctic Wolf IPO. Just wondering if any other companies are interesting in the cyber security space.

Thanks for your great service.
Read Answer Asked by Meghan on February 11, 2021
Q: I had the misfortune of investing in this company (hint: never take investing advice from a neighbour!) prior to the Cease Trade Order being issued. Is there any possibility that it will resume trading on the TSX at some point in the future. If not, can I sell my shares through my Canadian Webbroker account on the OTC Pink Sheets exchange?
Read Answer Asked by Chuck on February 11, 2021
Q: Hello 5i. In your watchlist, what companies are in your top 10?
Read Answer Asked by Fabio on February 11, 2021
Q: Hello Peter,
I got into StorageVault just over a year ago at $3.50. Can you tell me what you think of this company. Also, would you recommend a switch out to First Service Corp at its current price?
Thank-you.
Read Answer Asked by Antonio on February 11, 2021
Q: How would you rank the following, upside opportunity with total return(div and capital appreciation). Are there any you would avoid. Horizon is 2-3yrs.
Read Answer Asked by Chris on February 11, 2021
Q: My understanding (misunderstanding?) is that MLPs are subject to very high withholding taxes when held by Canadians. From some comments on MLPs I've seen in the past, I had the impresssion that its not always possible to determine the cost of the fees.
1. Does the fact that AMZA is an ETF of MLPs (rather than an MLP itself) change any of this?
2. Is the withholding a fixed percent of the distribution or does it vary based on the make up of the distribution?
3. Is there an account type that would be better or worse to hold this ETF?

Thanks,
Read Answer Asked by Peter on February 11, 2021
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