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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: So, it looks like the US has expanded their money supply (M2) by 40% over the last 18 months. That's 40% of all money "printed" since 19681 Firstly, that seems like a terrifyingly huge expansion and I'm hoping I've got it all wrong, but if that is the case, it would seem the amount of money floating around the system needs to eventually find a home which would likely lead to a significant bull market for quite some time.

How would you interpret the mid and long term effects on the stock market as a result of the most significant monetary expansion in the history of the US? Have we seen the bulk of the effect already baked into the market?
Read Answer Asked by Robert on November 15, 2021
Q: Hello Peter,

It’s that time of the year where I contemplate moving a stock from my cash account to my TFSA. Which of the three above would you move into a TFSA? Or would you move cash into the TFSA?
Read Answer Asked by Kelly on November 15, 2021
Q: I am looking at my losers. Please list in order of preference which ones you would average down on. I know that's a bad word but we could call it greatest contrarian opportunity. Obviously risk is not a great concern but not to be completely ignored. Thanks as always

Read Answer Asked by Frank on November 15, 2021
Q: I recently bought back into SYZ after the SP decline, some recent acquisitions, and insider buying. My question is with respect to what you think the payout ratio might be going forward on a normalized basis (removing one time items etc). I’m curious if the company will be able to maintain its high dividend yield that is uncommon for growth tech stocks. Do you think they can long term or have the acquisitions / growth investments made this dividend suspect? Thanks
Read Answer Asked by Scott on November 15, 2021
Q: I opened an RESP account for my newborn son this year, my goal is to have ~10% annual return and not have to actively manage and rebalance the portfolio. So I plan to just buy and hold VEQT with available funds for the next 10-15 years, then slowly transition to a more balanced VBAL as it gets closer to withdrawal. What are your thoughts on this strategy, and would you recommend another ETF/stocks as a better alternative for the purpose? Thanks!
Read Answer Asked by Best on November 15, 2021
Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.
Read Answer Asked by Leonard on November 15, 2021
Q: Can you give me your comments on Wellington Altis? They seem to have grown quite quickly.

Read Answer Asked by Donald on November 15, 2021
Q: Do you have any research available on this company?
Read Answer Asked by Denis on November 15, 2021
Q: Hello 5i Team. As a dividend income investor, regarding covered call etf's, what percentage of the overall portfolio would be reasonable weighting to this category? Best Regards gary
Read Answer Asked by Gary on November 15, 2021
Q: Hi Team,
Thanks for the great commentary you provide daily. Could I please get your thoughts on FuboTV’s latest quarter? The company reported over a million subscribers and with sportsbetting and expanding their streaming offering to new international markets, what do you think of the company’s prospects long term?

Thanks
Read Answer Asked by Carlos on November 15, 2021