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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: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
Q: Hi team
this stock has run up from $ 59 to now $ 68 in 2 weeks span

are there any news in this company to account for that?

I did have a half position, is it a hold, buy or sell?

I think one gets a nice dividend, would you add on to Magna at this stage ?
not sure if you can tell us the seasonal trend for this stock as well, thanks
Michael
Read Answer Asked by Michael on October 09, 2020
Q: Hello 5i staff,
Good morning to you. I have a reasonable portfolio of stocks but have been thinking of increasing holdings in six or seven stocks and dropping others, in order to consolidate. Currently I am selling puts on the stocks that I am interested in and was wondering what you thought of that as a strategy. For instance, I currentlly have puts out on Alimentation Couchetarde, BAM and CNR amongst others, I am not in a hurry and am happy to collect the premiums. But, I can see that if these stocks continue going up, I may never get them. And on the otherside, if there is a market crash, I will get them for sure. But, may more for them than I would at the time, Now, I am talking about stocks that I already hold 3 percent of my portfolio in. Would certainly appreciate your comments, as usual.
thanks
Read Answer Asked by joseph on October 09, 2020
Q: HI Team,

Your responses to DKNG so far have been fairly cautious. What do you need to see from them to become more willing to give them your blessing?

How do you compare them to someone like The Stars Group who you have liked in the past? Is this more a valuation and "newness" caution?

Thanks!
Read Answer Asked by David on October 09, 2020
Q: HI, There seems to be a growing consensus among market watchers and strategists, that Utilities are likely to shine in coming months and years. In this sector, specially the companies which have more exposure to Renewable and Green energy seem to be the favorites. One of the reasons cited for this view is a possible Biden win in coming US elections. We presently have about 9% sector weighting, equally divided between AQN and FTS, but wish increase to may be 15%. Over recent weeks, rising valuations have also reflected this optimism, although, for some more than others.( e.g.,Boralex from $27 to now $41). Which of above companies, in your view, have best potential for growth and prospects for consolidating their position in Green energy ? Also, from valuation perspective, which ones will be your favorites, for more capital appreciation over next few years ? It would help, if you could rank them in preference and explain your reasoning. Thank you for your great insight, as always.
Read Answer Asked by rajeev on October 09, 2020
Q: Hi 5i team,
There are a ton of 5G companies that you mention from time to time. One that comes up less frequently is MRVL. MRVL had a virtual investor day today, which I attended, but kept it on in the background. A number of executives gave their views on their major markets, technology and growth rates, which as expected was all positive. The stock traded up for a while but then faded. I did not pay that close attention but was not overly impressed with the day. What say you on MRVL and what is the real point of investor days if there is nothing that noteworthy?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
Q: Hi gang, looking into some safe alternate investment. Are this fund safe to buy in ? Any other suggestions? What are the risks?
Read Answer Asked by Alnoor on October 09, 2020
Q: I am looking for US health exposure (growth) and was considering GH, VEEV, TDOC. I already own ZUH, XHC, IBB, IHI. Would you suggest adding to what I already own or would you buy 1 or all 3 of GH, VEEV, TDOC. If you have other recommendations, please include the stocks.
Thanks for your service
Read Answer Asked by Ozzie on October 08, 2020
Q: If I was going to buy one of these three which would you recommend please? Or are they not a BUY at this time. Thanks for your valued thoughts. Dam Dan
Read Answer Asked by Danny-boy on October 08, 2020
Q: Could you list 3 Canadian and 3 US companies that you might have your eye on that are micro/small cap and might mimic an Amazon, Apple or Shopify wrt to growth
management and wide moat. Long term and sector non specific.
Thanks
Jeff
Read Answer Asked by JEFF on October 08, 2020
Q: Hi Peter/Ryan, In my TFSA I hold the following; ATD.B , BCE, CM, CSU, ENB, GSY, LGO, PHO, RY, SHOP, TRP and T. I have a bit of cash to allocate can you suggest 3 or 4 favorite holdings that might be a good addition to this group. Thanks for being there for us DIY investors you're a great help. Nick
Read Answer Asked by Nick on October 08, 2020
Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram
Read Answer Asked by Ray on October 08, 2020
Q: I recently read that in 2009, the US accounted for 30% of world market cap. Today, that figure is about 55%.

In terms of portfolio allocations, I am trying to decide how best to do my geographic allocations for the next 10 years. My guess is that the main geographic regions (Canada, US, Developed International, Emerging Markets) trend over longer timeframes towards a norm, and the US is now overweight based on long-term historicals. However, I do not know where to find the data to test this hypothesis.

Do you have any data, starting after WWII, which show the relative geographic market cap weightings? Do the relative weights of the geographic regions revert to a norm over time? Which geographic regions are currently under and overweight based on historicals?

Thank you for your valued insights.
Read Answer Asked by Dale on October 08, 2020
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