Investment Q&A

Q: I am considering setting up a 2 etf portfolio for my elderly parents, the plan includes a 60 bond/40 equity etf in a non registered account and was thinking a 50/50 in the TFSA, I realize that is a perhaps alot of eequity exposure but they have more than enough income to live off and will likely never acess these funds. Thoughts on the plan and ETF ideas please. The combined portfolios would be in the $500000 range so I have to be mindful of foreign ownership rules, any other rules I should watch for?

Q: what does knight therapeutics as an investment today offer an investor with a long term outlook and patience

Q: Hi,
Would it change your opinion on this company knowing they've aquired OpenNMS recently? Or does this acquisition just mire them in too much debt? I ask because I've noticed a technical improvement in their relative strength vs DJUS software index and the S&P 500. Thanks for all your hard work on our behalf!
Dawn

Q: Could you comment on the latest earnings and provide outlooks. Will you say that both will follow the Canadian utilities index?
Thanks

Q: I have two questions for you:
1. I currently own TGZ and looking to add another small/mid cap gold play. I've zeroed in on EQX and WDO. Which do you prefer or is there another name you prefer.
2. WELL or DOC.....which do you prefer and why?

Thanks so much,

Dennis

Q: I have held the Mackenzie Global Resources for a long time but have certainly questioned it's performance and the MER at 2.48%. Would there be select ETFs that would provide equivalent global coverage?
Thanks.

Q: Hello Team,
What is your opinion on the recent financials of the Gold majors.Does anything stand out in terms of quality of stewardship in the present gold climate?How do you rate the group and in particular does Kinross appear good value for the longterm future?

Q: I have positions in several ETFs trading on the TSE. I like to keep up to date on major holding changes and weightings within each ETF. Is there a good (one stop shop) source of updated information, other than going on to the separate ETF company websites?

Q: Hi Team,
On a Corporate account, where capital gain is the main goal for long term hold.
Consumer Staple holdings are ATD.b 6 % PF & 15% gain & MRU 1.8% PF, 8.5% gain.
Your thought on MRU, (hold or sell) ?
Want to add 2.5% one another Cons Staple stock Ca or US. You suggestion please.
Thanks. Best Regards

Q: Hi 5i team,
I own MSFT and am following a potential TikTok deal. You mentioned in an answer that you think the odds of a deal are now lower, but anything is possible. That does not sound like high odds. Is that because Trump is looking for a payment to the Treasury for what he views as brokering a deal. Is this legal or does it matter with him? Or are there other reasons for lower odds. How would you place the odds at this point? It seems to have been awhile since MSFT was active in the M&A space.
Thanks again.
Dave

Q: Any comment on the sudden rise of Dirt Environmental - Thanks as usual.

Q: I hold these energy related stocks which are all in the red from 15% to 45%. In what order would you rank them? Would you sell all of them or keep some? If there is no tax loss that can be offset against tax gain, would you still sell some or all of them?

Q: Thank you for the quick response to my ER/AUG. After reading your response, I realized that with ER currently trading at .26, its way below the implied deal price of .42 and I would potentially be leaving a lot of money on the table if I was to sell now and buy AUG. Hence I am best to wait selling my ER to see where all this settles as you suggest. Having said that, my reason to sell was to capture a large loss on ER shares while keeping my AUG exposure - however, if the deal goes through, would the conversion to .117 shares of the new company FURY be considered a deemed disposition of ER??? In that case if I do nothing I would be able to claim the capital loss of ER and still get the new Fury shares if/when the deal goes through? Correct?

Q: I wanted some exposure to these sectors. Can you recommend some companies to look at. It would be a long term hold and I have medium to high risk tolerance. Also what do you think if their current valuations?

Q: Do you think the big 5 AMZN, Apple, Microsoft, Google and Face Book should be in the indexes. They distort what is actually going on in the Sock Market and the Economy ? RAK

Q: I'm interested to hear your feedback about the growth potential (and risk) of the renewable energy theme. What stocks would you recommend, and for how long of a hold?
TIA!

Q: I often see/read commentary ahead of earnings for a stock that it misses/beats a certain % of the time. This is often followed by a percentage of sensitivity or average strength of a move after earnings. My question is if you know of a source for both US listed and TSX stocks that shows each of these figures? As an example, Livongo and Guardant Health both report next week. Is there a source that can tell me how often GH beats or misses and what a typical % price move would be? The % move post earnings is the more important part of this question. It would seem to be helpful in setting a price point to buy on a post earnings dip or to sell into good news.
Thanks as always!

Q: I'd appreciate your opinion on CWO ( Shares emerging mkt). MDM070 ( MD Growth) & MDM050( MD Equity fund). Thank you. Fooklin

Q: Your assessment of MAX,PERU and AZZ would be appreciated.Thanks.

Q: What do you think of WELL’S announcement today? Almost feels like the company is losing focus. Transforming into a cyber security company? How could they possibly compete with the larger names such as Blackberry & Absolute? Market seems to like it though.