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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: Can you suggest an US Equal Weight trading on TSX or on US Exchange? BEP.UN or BEPC for non-registered account? Thank you
Read Answer Asked by Shiraz on April 26, 2021
Q: Hi 5I,
You have recommended that I up my international , consumer defensive , & consumer cyclical exposure. With a 5 year time frame what would be some of your suggestions?
Earl
Read Answer Asked by earl on April 26, 2021
Q: When Roger's takeover bid for Shaw first became public, these shares jumped in value. You suggested the following strategy for investors who held them.
1. Sell one third at that time.
2. Sell one third when the spread between the class A and Class B is gone
3. Sell the last third when the tender is made
Well, now the there is virtually no spread between the A and B shares. Would you still advise selling the second third?
Read Answer Asked by Ron on April 26, 2021
Q: I am a member of your “ETF and Mutual Fund Update” web service and a recent 5i member question on his ETF portfolio raised a question for me. Your ETF site has recommended portfolios for “Conservative”, “Balanced” and “Growth” strategies but not one for “Income”. Is this because an Income ETF portfolio is difficult to formulate or (as usual) am I missing something? I do not think conservative and income strategies should necessarily be the same but …
Read Answer Asked by Danny-boy on April 26, 2021
Q: In the Companies section does the Dividend Growth Rate refer to the growth rate from year one to year three/five or the annual growth rate during the three- or five-year period?
Thank you for considering my question
Read Answer Asked by Gail on April 26, 2021
Q: I'm interested in purchasing some stocks directly engaged in the IIOT and "industrial automation revolution" happening across many sectors worldwide. I prefer software companies with high TAM, dominant businesses (or the potential to be dominant), profitable, and good management. I understand purchasing the ARKQ ETF is one way to achieve this, but for a .75% fee it seems expensive. Also, I don't like that the fund weights Tesla, Alphabet, and Baidu so heavily. Of the above companies, how would you rank them as long term buys right now? Am I missing any here that you really like?
Read Answer Asked by Thomas on April 26, 2021
Q: While I have no issue buying and selling stocks in my registered accounts, I find I am tremendously reluctant to sell stocks in my non-registered accounts when there's a capital gain. By way of example, I've held onto MSI for a couple of years and am up 45%. The stock seems to be stalling...and I'm tempted to replace it with MG. Two questions/asks:
1) Please discuss your strategy for selling profitable stocks in a non-registered account.
2) In my case, would you replace MSI with MG...and why? (In terms of industrials, I also own TFII, WSP and J.)
Thank you.
Read Answer Asked by Maureen on April 26, 2021
Q: Peter, your experience managing a fund is why I am seeking your comments. An account at TD Wealth management is 2/3 invested in the TD private funds and 1/3 in individual Canadian stocks. In 2020 turnover was 100% and I know I personally did a lot of trading last year. 3 days after oil went negative, the oil stocks were sold when I was buying (and made piles!!). I've also noticed that several TD funds were bought during the year and then sold in 1 or 2 months, or less. Sometimes Canadian shares were sold one day and bought back the next day at a higher price. I find it hard to believe that professional money managers would buy a fund (TD China, for example) and sell it one month later for a few cents profit. While the commission on common shares is only about 3 cents per share, my $10/trade works out less on larger orders. Is this normal to trade in funds like this? This happened other years too not just 2020 but trading was higher last year. Overall, performance over 5-6 years has been adequate but not exceptional, mid single digits. Deduct points as you see fit. Appreciate any insight.
Read Answer Asked by Earl on April 26, 2021
Q: Please provide your views on ARKK's growth prospects for the next 12 months. A ballpark percentage range would be appreciated. While I recognize the ETF will be challenged to come anywhere close to its growth rate over the last couple of years, I'm wondering how much gas is still in the tank. Thank you.
Read Answer Asked by Maureen on April 26, 2021
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