Investment Q&A

Q: Do either of these companies have investments in China and are they significant?
Many thanks.
Mike

Q: Will the new arrangement SHOP has with WMT hurt it's business with AMZN? and why?

Steven Roach was speaking yesterday and says that he feels that with what the fed actions are and have been he sees the US$ retracing by 35% in the future. Do you agree and why? Also, what do you reccommend 5i readers do if they have substantial money invested in US equities?

Thanks

Sheldon

Q: Hi, folks

What would be 2-3 picks to help diversify this portfolio?

Thanks,
Robert

Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.

Q: I have PPC but in a loss position. Would you suggest PPC currently is a hold? Or is it better to switch to TSN right now? How would you compare these two stocks in current situation? I am a long term investor. Thank you for your service!

Q: What would be your top 3 stock selections in the large cap medical device space for long term capital appreciation. Thank-you.

Q: Hello 5i Team
Comparing Fairfax Financial and Intact Financial, both in the Property & Casualty Insurance sub-industry (TMX data), which is the better choice? FFH seems to always in the news about its other investments rather than its insurance business, whereas IFC appears to be solid in its insurance operations
According to a recent Globe & Mail article, IFC could be a potential acquirer of smaller P&C insurance companies, would this also apply to FFH or is FFH more interested in its other investments?
Trisura Group is listed as Specialty Insurance sector. Is it comparable to FFH and IFC, noting its market capitalization is only $380M compared to $12B / $18B for FFH/IFC?
Thanks

Q: I am looking for a lower risk ETF. My goal is to preserve capital, by beating inflation on an after-tax basis over a 5 to 10 year period, and not to lose any money. My view is that I can best achieve these objectives through an ETF which is diversified both sectorally and geographically. Do you agree?

I have been considering VIU, VXC, VEQT and XDG. What are your views? Do you agree with these possibilities, or do you feel there are better options available? What ETF do you think offers the best risk and reward? Do you feel the all-in-one ETFs will better achieve my investment objectives given the rebalancing feature?

Your thoughts and advice are greatly appreciated.

Q: Can I get your views on IFC for income and some growth. Do you consider the space to be a good area of investment.

Thanks.

Q: Hi, if i want some canadian exposure to energy, do you believe I should take a basket approach ? Like I buy an equal position in those 4 stocks ? Do you think it could offer wide appreciation potential ? If you have a better suggestion or other stocks to propose, feel free. Thanks !

Q: Mike asked about who my broker is and when my TSGI shares were switched in my account to Flutter - it's BMOInvestorline and they were in my account on Monday morning of this week when I logged in.

Robert

Q: It seems Trump is trying to push for the infrastructure bill. Do you think it’s a good idea to buy infrastructure related stocks? What do you think about these 3 stocks? Thanks

Q: With blackberry trading at a very low level and security becoming more and more important what do you feel would be the future for BlackBerry?

Q: I am heartened to see that 5i members have jumped into Flutter London. I wonder what your prospect are. I am guessing for a long term hold and do you see as a target.
Also I wonder if Robert could mention who his broker is and when it happened because TD had not switch over to show the london listed shares in my account still? Thank you for your great service.

Q: Royalty Pharma plc. This IPO`d today. What are your thoughts on this? The royalty models seems very successful in different industries like precious metals.

Q: We held A&W for long term income, now that the dividend is suspended, would you be removing it from the income portfolio?

Would it make sense to switch to QSR (or if you have other recommendation) or hold ?

Thanks

Q: I have a substantial amount of money I want to change into US dollars. I know this is a tough one but how would you go about it? I am planning to use Norbert's gambit, but how about timing my transfers? Would you change it all now or wait? Would you transfer a little at a time over a period of time?

Q: Hello. Further to the Walmart deal, are there any one way limitations built into this deal prohibiting SHOP from pursuing similar deals with other large retailers? If not, does this serve as something of a template for future deals, or is this a one-off because of Walmart's specific attempt to grow its web presence? Any other details or thoughts on how this specific deal affects SHOP would be appreciated. Thank-you.

Q: Can you recommend a chat site that talks about smaller and medium sized Canadian companies. I used to use Stockhouse.ca but they don't seem to be around anymore. For instance I would like to see if there any scuttle-but when a stock surges like VMD today.

Q: Your thought about Martello,looks like a very interesting company that did a few acquisitions already.Very smart management.
What is holding it back?
Great opportunity?