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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: One of the themes that I am seeing is companies reducing in carbon intensity. It seems to be more prevalent in Europe right now, with companies building or buying wind and solar power generation for hydrogen production and use. How can one get exposure to European companies through North American markets including wind turbine manufacturing companies, as the European Union launches a new push to make hydrogen one of the clean fuels of the future? With Covid it seems that EU will push the green energy theme for bonds as well. What do you see as an implication of this in North America? What NA companies and ETF's would you see in this hydrogen arena?
Read Answer Asked by Richard on July 14, 2020
Q: Growth stocks have outperformed value stocks for a number of years. My understanding is that growth stocks are currently at an all time high relative to value stocks. Presumably, at some point, this trend will reverse and value stocks will begin to outperform growth stocks.

Do you have any thoughts as to how much longer the growth outperformance will continue? What conditions should an investor watch for, to be able to detect the switch when it occurs, to outperformance by value stocks?

Many thanks for your insightful advice.
Read Answer Asked by Dale on July 14, 2020
Q: NIO stock has shot up significantly over the last couple weeks; sales numbers for the last quarter looked strong. Financing is in place. What are your thoughts on this company and do you think it makes sense to jump on this EV play vs Tesla. Second question; if sales remain strong throughout the rest of 2020, where could you see the stock price by year end.
Read Answer Asked by John on July 14, 2020
Q: Hi,
I would like invest some money in to Gold sector. Instead of putting money in to one gold producer, I would like to invest money into DEUTSCHE Bk AG/DB GOLD DOUBLE LONG (DGP). Please advice this is a good stock to invest or you prefer another stock,
Thanks
Read Answer Asked by vipin on July 14, 2020
Q: Hi Guys,
Are any of these names a MUST sell in your opinion? They are all down approx. 15%.
My time frame is 3 to 5 years.

thanks
Jim
Read Answer Asked by jim on July 14, 2020
Q: Hi 5iTeam,
my question is a follow-up on a recent question raised by Ted regarding potential US estate tax liability on US situs investment. I remember a few years ago when Gordon Reid was on Market Call, he commented that even if one's US situs investment exceeds threshold of forty some US$ (I forgot the exact threshold amount) when one passes away, there will be no US estate tax payable unless the total value of the deceased's estate is over the exemption amount of US$11.4M. Would you please confirm if this is still the case.
Cheers,
Read Answer Asked by Harry on July 14, 2020
Q: Regarding Paul's question on software to help with decumulation of assets, Cascades Financial Solutions purports to offer a cloud based Canadian product, although it does appear to be aimed at advisors.
Read Answer Asked by William on July 14, 2020
Q: I hope all is well. I view your response to questions every day and see that questions on US stocks is rapidly increasing. Maybe you should create another site called 4iResearch for US stocks but you can still own them i.e., 5i minus Independence. My questions is about VEEV. They have an impressive list of clients. Can you explain more please why you like it so much? Thanks again as usual. Dan
Read Answer Asked by Danny-boy on July 14, 2020
Q: A month ago, Tom asked a 5i Office straw poll: What % cash is your group holding in their personal accounts. I am curious if you could provide an update on your response:
It averages out to near zero. A few have 10% to 15% cash, but this is offset by several using margin. Many are expecting a second drop, but of course the more expecting this the more it is priced in. We continue to think the market needs to 'chill' a bit. Things are not THAT great, and the expectations for a V recovery are high, and it may not be as fast as investors think. We think slow buying remains a good strategy over holding lots of cash, however.

I ask as I was expecting the market to chill but continues to move higher. I am about 15% cash right now and was wondering if I should keep slowly deploying.

Thanks for your excellent service!
Read Answer Asked by Justin on July 14, 2020
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