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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: What are thoughts on bonds to balance a portfolio? I realize most are not enthusiastic about these right now, but I like to have a bit of them based on what I am used to. Are these a good buy now since they seem to have bottomed, or with interest rates the way they are, should I stay away?

There is also a lot of talk out there of stock market bubble right now so I thought this could protect the portfolio to some degree. I am new and appreciate your thoughts on what you would do here. Thank you
Read Answer Asked by Elle on January 20, 2021
Q: Hello! Wondering if you still like TMX group and Thompson Reuters. They both seem to be trading sideways when many stocks are gaining. As well, I know you really like BAM but this too, has been heading lower when many stocks like financials and insurers are going higher. In a diversified portfolio is it better to have a mix of different companies and just be patient with stocks that are doing nothing, as opposed to selling those (which may have potential) and moving into something like TD or SLF which seem to have more momentum right now. Dividends and growth are my objectives. Thank you!
Read Answer Asked by Neil on January 20, 2021
Q: Thanks 5i Team - what an excellent service!! May I have your comments on my TFSA strategy and an ETF recommendation. My TFSA is almost fully funded and divided into 3 notional "buckets". Roughly 1/3 is comprised of growth securities, selected from the 5i Growth Portfolio, with my current positions being KXS, XBC, WELL and LSPD; Roughly 1/3 is comprised of about 10 Canadian "dividend growers", about half of which are among the 5i Balanced Equity or Income Portfolios such as ENB, EIF, PBH, BIP.UN and BEP.UN and the other half well known blue-chips like T, CNR, CNQ and RY; and the final 1/3 is a single, conservative diversified ETF, currently Vanguard Conservative Portfolio VCNS, which I refer to as the "anchor". I prefer to limit the total number of securities to no more than about 20 (I am a few short of that right now) so I can adequately manage things, and I add to VCNS while awaiting opportunities to purchase positions in the other securities I own, or to sell from if cash is needed so I can continue to hold the individual growth and dividend securities. I am looking for reasonable growth in my TFSA over a 5-10 year period, and I can tolerate some risk but prefer to avoid excessive volatility or risk. My questions are: (1) are these 3 roughly 1/3 buckets a sensible approach for reasonable growth over a 5-10 year horizon or would you recommend different weightings or approaches, (2) could you recommend 1 other diversified ETF that I might consider for the "anchor" portion, and (3) could you recommend 2-3 other securities for the growth portion, to add a bit more diversification. Thanks very much.
Read Answer Asked by Brad on January 20, 2021
Q: What is causing Flutter to sputter and does it still have the potential to soar like SCORE? Still a buy, in reach of a higher high?

With other gambling names reaching new high after new high, it seems odd that Flutter has lost its momentum.......would love your comments and insights.

As well - what caused NEXE to gain 24% yesterday and is it a BUY?

Thanks
Scott
Read Answer Asked by Scott on January 20, 2021
Q: Regarding Gary's reply today regarding Tangerine - there is a daily $50,000 limit transfer if you conduct the transfer online. If you need to transfer more you can simply call Tangerine and the rep can move the money (in any amount) on your behalf.
Read Answer Asked by Edward on January 20, 2021
Q: Will the de-listing of brookfield property have a affect on BAM.A....what does that mean ? If one wants to invest in Brookefield property , then how does one do that ?

Also, what would your order of preference be for GOOG, MSFT, AMZN and FB
Read Answer Asked by HARRY on January 20, 2021
Q: Hi Peter and team
1. Can you see the new US Prst energy policies impacting ENB share price favourably?
2. Also, NIO dropped over 7% last Friday -- I assume this is normal volatility for NIO. What would you see as the key strengths and weaknesses of NIO going forward?
Thank you
Read Answer Asked by TOM on January 20, 2021
Q: What is your opinion on the bid by Couche-Tard to take over Carrefour? Did management not do their "due diligence" as they seem to have been very surprised - that their was push back by the French government on the grounds of "food security".
Is the governments excuse a reasonable one or was it just to keep a major head office in country?
In the past Couche-Tard usually did very good job of looking for potential problems before attempting a takeover - usually only walking away because of a higher bid they were not willing to beat.
Read Answer Asked by Reg on January 20, 2021
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