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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: Hello,
recently I was listening to an interview of a portfolio manager of Artemis Capital. He was discussing portfolio construction and allocations to different types of investment classes.
His firm did research over an extended period of time and they devised an allocation model which performed the best over the time frame. The main point of the interview was diversification which would be in line with what 5i keeps saying time and time again when reading replies to member questions.
Having said all that, there is one point they made which I did not follow to well and would like your view on. They indicated that they would allocate a portion of a portfolio to volatility. Anyway, I did not understand and would like to know what they meant by this. They were talking about options so is it basically using puts and calls?
If you can expand on what would constitute investing in volatility and perhaps give a few examples i would appreciate it to help my understanding of this concept.
Thanks,
Dan
Read Answer Asked by Daniel on July 27, 2020
Q: In the aging demographics trade, which of the three companies would you buy right now and which would you sell?

What are the valuation and growth projections for PLC and SIS?
Read Answer Asked by Max on July 27, 2020
Q: Just reading about the new limited resource capital notes (LRCNs) that RBC is issuing to institutional investors at 4.5%. Since these pay interest, they are better for the banks than equity because they can deduct interest payments but not dividends. For investors, dividends are preferable from a tax point of view but I am wondering if banks are going to try and reduce traditional preferrred share offerings and issue more of these LRCNs. This is probably why preferreds have gone up recently. How do you see this playing out?
Read Answer Asked by Maria on July 27, 2020
Q: Hi
If someone who already has a position in Gold and wants to add to their position from 2% to 10% AT THIS STAGE of Gold's cycle,
what would you suggest? 50/50 split between Junior Golds and Senior Golds (4% each) or asymmetrical buying of more Junior Golds than Senior producers? (Say 5% and 3 %)
Risk tolerance high.
Can add in any of my portfolios.
Question # 2: To one of my previous questions, you mentioned that Big boys moving the money around is 50% of the reason why the stock market is on a tear. (I am paraphrasing your words!)
When will these big boys take a liking for Gold? And how can one identify the smart money's movement into Gold?
Read Answer Asked by Savalai on July 27, 2020
Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.

Jason
Read Answer Asked by Jason on July 27, 2020
Q: After taking several large hits from companies not in your portfolios, I would like to get back on track. Can you please recommend your top 5 companies for growth. Thank you
Read Answer Asked by Brian on July 27, 2020
Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken
Read Answer Asked by Ken on July 27, 2020
Q: Nextech NTAR had quite a run today. I noticed they made a request for the stop trade and shortly after that they made an announcement on their pending earnings results. What is your take on the sudden turn around from the past 2 or 3 days.
Thanks John
Read Answer Asked by John on July 27, 2020
Q: PSTH-UN

Can you please give me your opinion on Bill Ackman's new SPAC IPO. In your opinion, is it a good medium/high risk investment?
Read Answer Asked by Brady on July 27, 2020
Q: Hi 5i
I know you like these three companies. Given the present environment how would you rank them for value and for growth over the next two years?
Thanks for all you do
Read Answer Asked by Gary on July 27, 2020
Q: Hello
Looks like the CDZ dividend for July 2020 is going to .074 from .104 the months prior.
Thinking of moving to SCHD for more US exposure and I can use the loss on CDZ for taxes
I thank you for your time.
Sincerely
Mike
Read Answer Asked by Mike on July 27, 2020
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