Investment Q&A

Q: 5 from 5i Tech is Going to Get Much Bigger

Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.

Wayne

Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod

Q: Hi,
I see HSAV managers have suspended it's subscriptions and recommends not buying shares. Here's a quote from their website.
"... investors should note that during a period of suspended subscriptions, the Manager expects shares of HSAV to trade at a premium to its NAV per share.
Due to this expected premium, Horizons ETFs is strongly discouraging purchases of shares of HSAV during this suspension of subscriptions."
Can you explain why they're making this recommendation, the risks in buying shares now and do you still recommend buying HSAV shares to park cash in a non-registered account?
Thanks.

Q: I have held XEF and Vee for years and they never seem to do as well as North American market/companies.

According to portfolio analytics I need more exposure, but these seem to be drags on my portfolio more than anything. There a slight dividend, but there is overall loss on them.

Do you have any other recommendations to get world exposure but with some better growth?

Q: I am intrigued by the potential for comparison between these two companies and wonder if GLBE is on a similar track - for obvious reasons. Probably not, but can you compare please as MELI has obviously done very well for itself. Thanks. Look forward to your reply and analysis.

Q: Could I have your updated view on this company especially with regards to the new quarterly report issued yesterday. Many tnx.

Q: Can you help further clarify your answer to Ian's question on high yield bonds? You mentioned you prefer an active strategy, wouldn't that translate to holding HYI in the Income Portfolio instead of the current passive XHY? Then again passive XHY has outperformed over 1,3, 5 years and since inception.

Q: Still looking into tax loss selling. The last few days have made me somewhat apprehensive, though. Things can shoot up fast. I have, unfortunately, fairly substantial losses in these three. Does 5i have any objections to selling, with the perspective of buying back later?
Thanks for your excellent advice

Q: I am currently conducting research on Exchange Traded Funds (ETFs) and I am particularly interested in those that include Google (Alphabet Inc.), Microsoft, Apple, and Amazon.

Based on my initial research, I have identified the following ETFs:

1. **Vanguard Mega Cap Growth (MGK)**
2. **iShares Edge MSCI USA Momentum Factor (MTUM)**
3. **BetaShares NASDAQ 100 ETF**
4. **S&P North American Technology Sector Index Fund (IGM)**, **Technology Select Sector SPDR**, **PowerShares QQQ**, and **iShares Dow Jones US Technology (IYW)**
5. **Evolve FANGMA Index ETF, TECH ETF**

I would appreciate if you could provide me with more detailed information if you prefer these ETFs which one 5i would recommend, or for that matter an alternative suggestion if you have another choice.
Thanks in advance
Rick

Q: Hi 5i, First thanks for all the feedback on WELL, but I was hoping for a little more information on the performance, valuation and growth aspect for WELL. Earlier I asked if the one analysts view on valuation and direction of company from a pure tech play to a mix of primary care made any sense. I've always been of the opinion that they were a more tech play. Also if you have any pier/competitor comparisons that woul be great. Thanks again for all your assistance.

Q: Can you explain the large drop in stock price after the release of the third quarter results in mid November. It is hard to believe that this is just profit taking. Thanks Mike

Q: Good morning - I'm thinking about taking some gains in SU and adding CNQ. I've read recently that CNQ has reduced debt big time and may be jumping dividends. Which company holds the better prospects for both dividends ( and possible gains) over the medium term. Thanks

Q: Which one of these 4 stocks would you add to a risk-on TFSA ? Any other stocks ? Thanks. Derek.

Q: If you sell a dividend stock after the ex-dividend date but before the pay date, do you still get the dividend payout or do you have to wait until after the pay date?

Q: Peter and His Wonder Team
GVP missed earning on there quarterly report. It crashed 20%. Do you think that was warranted and do they have a more positive future? Thanks and more!

Q: Ran the numbers on ENB tax loss sale but using Call/Put strategy to ensure I get it back near today's price for $80 cost. Would this be a useful strategy to crystalize the price for buy back?

Q: I own the companies in question in an unregistered investment account. To offset some capital gains I was thinking of divesting myself of some of these investments. Please rate them in order of disposition in your opinion. I am a retired investor who believes in companies with a history of dividends. Additionally, can you suggest 3 potential investment replacements, thanks.

Q: Which one would you prefer now? Kinaxis or Docebo?

Q: In your answer to Terry today you stated "we would suggest also looking at sector exposure in this decision, to see that sectors align with objectives." My objective is to secure a very comfortable retirement that includes travel with investments that are as tax efficient as possible. I'm 63, and struggling with my sectors. How would one with align their sectors with this objective. I know sectors are a personal decision and you can't give personal advice but I'm looking for an example as a starting place to make my decision. Thank you

Q: I hold a significant amount of those 3 ETF in my non registered account + RRSP.Assuming that ROC represents a large part of the dividend ( true?),I suppose that we could tolerate a "reasonable or slight" réduction of the NAV ,compensated by the much lower income tax + partial compensation of capital gain if eventually sold .Those advantages are not present in the RRSP , maybe should I reduce the % of covered call ETFs in the RRSP if the NAV is not stabilized... Please comment ( or criticize ! )my observations since I am far from being an expert, regards J-Y