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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 am currently underweight in bank stocks... about 8 percent of my equity portfolio. I'd like to increase them... to what % do you recommend? I currently own RY, TD and SLF. Would you just add to these to bring them up to the new weighting or would you add other banks and if so what?
Read Answer Asked by Carla on March 03, 2021
Q: Good Day,
Previously, you recommended that I consider purchasing ZDI in order to add international exposure to my portfolio. According to the portfolio tool, I still only have about 4.5% international exposure (the tool recommends 35%). I'm just wondering if you would still recommend purchasing ZDI in order to build international exposure?

Regards,
Read Answer Asked by Ryan on March 03, 2021
Q: Hi,

Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.

Since I am overweight CND stocks does it make sense to go with either PHR or CGR.

This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.

Thoughts?

Thank you

Rino
Read Answer Asked by Rino on March 03, 2021
Q: I currently hold STC, CSU, SHOP, KXS and OTEX as tech in a well-diversified portfolio. I am thinking of selling OTEX in order to get more long term growth. I want to maintain my diversification in tech but also don't want to add on significantly more risk. I was thinking of adding one of LSPD, CRWD or U.

You have mentioned in the past LSPD and SHOP could be seen as similar. I could use a US-based investment so does it boil down to CRWD or U? Or, given my parameters, just stay the course or is there another equity you think may fit better?

Appreciate the insight.

Paul F.
Read Answer Asked by Paul on March 03, 2021
Q: I currently hold XCD and would like to 2 names for a RRSP , will not be withdrawing money for 10 years and would like to know which 2 names from AW.UN, MG or LNF would you add?
Thanks
Read Answer Asked on March 03, 2021
Q: I follow the Balanced portfolio for my RRSP; it's time to make my 2021 contribution. My goal for this account is steady, long-term growth while accepting moderate volatility as it is all-equity.

I have a small amount of TOI from the CSU spin-off, and am contemplating adding to it to bring it to a half-position, would you endorse this move? If not, then I would close my position since it is quite small at this point.

I would then have enough money to add to maybe 3-5 additional positions, which of these would be good to add to right now?

AEM, AC, ATD.B, CCL.B, ENB, GUD, MG, PKI, SHOP

I am fully weight/overweight the other Balanced Portfolio holdings so would rather not add to those.

Please deduct as many credits as required. Thank you.
Read Answer Asked by Walter on March 03, 2021
Q: For these three companies, would they be good candidates for the TFSA, knowing they are smaller capitalization entities? And if so, what order would you suggest doing so or all somewhat equal.
......Thanks....Tom
Read Answer Asked by Tom on March 03, 2021
Q: Hi Peter, Ryan, and Team,

The last question about this stock was on June 21, 2018. What is your opinion now? According to their investor presentation, they derive 55% of their revenue from the oil and gas industries. Given the recent uptick in performance of that sector, might VTX be worthy of consideration? I see that the latest average score from Thomson Reuters gives VTX a rating of 6, whereas they give 2 as an average score for XBC. Where XBC falls short, according to TR is in earnings (1), valuation (1), and risk (2), Your insight would be greatly appreciated.
Read Answer Asked by Jerry on March 03, 2021
Q: Aside from AC, what are 5 top of list "recovery stocks" ?
Read Answer Asked by George on March 03, 2021
Q: Dear 5i,

Contemplating bringing down 10.54% AEM Weight in my TFSA to match 5i Balanced portfolio.

Option 1 - by 6.91% to match 3.63% AEM Position Weight.
Option 2 – by 2.24% to match 8.3% Material Sector Weight as I don’t own in Materials 4.67% of CCL.B.
My AEM Unrealized % Loss is 8.6%.

What would you suggest:

Question #1 – Bringing down AEM Weight now or wait for the bounce.
Question #2 – Bringing AEM down to match Position or Sector Weight.
Question # 3 – Buying CCL.B in the Materials sector now or wait for better times.

Much Thanks
Read Answer Asked by Hali on March 03, 2021
Q: Hey guys,
You answered a question regarding LNF about hidden real estate of about 100M. Bill Harris' estimate is closer to 800M to 900M in today's market. They have 369M in cash , as of 2020. Market cap of 1.6B - real estate 800M-cash leaves 369 M = ~500M for the business. 160M earnings last year gives me a P/E ratio of 4-5. Which seems like a dream.
Is this a flawed way of thinking about valuation? Leon's has a boring name with little analyst coverage, A Peter Lynch special. What will it take for the market to figure it out?
Read Answer Asked by David on March 03, 2021
Q: I'm interested in supplementing my regular 5i membership with your Portfolio Analytics tools. Is there somewhere where I can read about everything Portfolio Analytics has to offer or preferably even see how it generally works with some type of demonstration site. It's not an issue of the extra cost for Portfolio Analytics (seems pretty reasonable considering it also includes the 5i membership fee) it is more a question about understanding what it does and provides compared to other similar tools and services out there. I'm sure its great, just want to understand it a bit more before moving forward. Thanks.
Thanks.
Read Answer Asked by Brad on March 02, 2021
Q: I have US stocks in my RRIF, Cash account, and TFSA that would total 150K. I am a Canadian, and I do not own any property in the US. Can I assume there are no US tax implications?
Read Answer Asked by Elaine or Gerry on March 02, 2021
Q: Hello Peter et al:
Just a note of thanks. Some time ago I suggested that a portfolio assessment section would be helpful in a Q&A format here. You said it was a good idea but may be suitable for Canadian Money Saver, (CMS). I see now in CMS Portfolio Confidential has become a regular feature! This month's case history has so many similarities to our situation and is very helpful
Thank Ms. Barbara Stewart on my behalf and a big thank you to you as well!
Read Answer Asked by Savalai on March 02, 2021
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