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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: Interested in getting more information on these 2 company’s. Fundamentals, financials,
1. They seem in the same space, are their any similarities?
2. Would you buy one over the other, or should I wait to see more of their performances?
3. I am interested in buying a small position in both. Which would you buy first, or would you jump right in and add some later?
Thanks for your very precious guidance, it has been ever so beneficial in the past.
John
Read Answer Asked by John on September 10, 2021
Q: It has been about a year since the last question on DEO. It has recovered nicely since March 2020 lows. What are your current thoughts on it as low beta slow growth international stock to hold in a non-registered account? Are there others in the same sector that you would prefer?
Read Answer Asked by Lawrence on September 10, 2021
Q: Peter, I would appreciate your current assessment of JK as an early stages growth story that may be at a nice inflection point having declined from a high of ~$2.00 in early August.

The recent quarterly report was encouraging. Beacon Securities notes, "JustKitchen released on August 31 its fiscal 2021 third quarter financial resultss for the period ended June 30. The company reported $3.35 million in total revenue for the quarter, blitzing its reporting from the same period in 2020 to the tune of a 598 per cent year-over-year increase; when put in the context of a nine-month report, the company made $7.48 million in revenue, a near-tenfold increase from the comparative period from November 2019 to June 2020."

One question is how much of this increase is covid-related.
Read Answer Asked by David on September 10, 2021
Q: I own BEP and BEPC in the same U.S. registered account and would like to consolidate. Is there an advantage in going one way or the other. My initial thought is to sell BEPC and buy more BEP . I would appreciate your thoughts.
Read Answer Asked by Ray on September 10, 2021
Q: Good morning Ryan, Peter, and 5i Team,

Given the recent earnings miss and resulting downward momentum of WW shares, are you still confident that the thesis for investing in Medifast holds water? If not, might you suggest which one of your favourite US growth stocks (any sector) that you might currently prefer over Medifast? Thanks for your great service!

Brad
Read Answer Asked by Bradley on September 10, 2021
Q: Hi team,

Two questions in one. Currently own DOL and MG for consumer cyc stocks. Although both have headwinds in the next year or so, I am more frustrated with DOL. Can you please suggest a large, medium and small cap which 5i really likes in that space to replace DOL.


Second, I hold XAW in my rsp, they also offer XAW.U.ca. Would it make sense to sell XAW and buy the .U version. Adding another layer of diversification in currency?

Thank you
Rino
Read Answer Asked by Rino on September 10, 2021
Q: I recently asked a question about recommended ETF holdings in my RRSP for coverage of the US market. You had suggested converting my holdings to USD and purchase VOO direct on the US market rather than the CAD ETFs I currently hold. This would eliminate withholding taxes.
How much of a drag on performance would these withholding taxes represent?
Read Answer Asked by Bruce on September 09, 2021
Q: Hi! I have an ETF portfolio and a portfolio of Canadian and U.S. stocks. I have 10% of my ETF portfolio in Fixed Income given the historically low interest rates. This accounts for about 5% of my overall portfolio which is pretty low. Difficult to add here. I have some XHY and CBO which offset the risks of rising rates somewhat. Should I add to my fixed income portfolio or wait for rates to rise a bit. If I do add, rate reset preferred might be another option or continue adding to CBO and XHY?

Thank you,
Jason
Read Answer Asked by Jason on September 09, 2021
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