Investment Q&A

Q: I am well past retirement and trying to consolidate my stock holdings into ETFs. I. may not last long enough to complete this transition, but I'm moving in that direction! My latest thought on this is to divide my Canadian equity between ZLB and CDZ the first for stability, the 2nd for dividends, and for US equity ZSP. I'm staying away from other International stocks at this stage. Does this seem reasonable?

thanks

Q: I bought this for stability and income and then, yesterday's drop. What are your thoughts on the announcement and would you continue to hold if you have a long term horizon? Thank-you

Q: What are your top three ranked stocks in oil and gas midstream.
Thanks.
LSM

Q: What is your opinion of RBC Emerging Markets Bond Fund Series D (RBF1097.CF) ?
I bought it last October as part of my fixed income portfolio but it seems more volatile / riskier than I was expecting.

Q: Hey 5i team!

RESP 10-15 yr hold.
Current HXQ, ZSP, XIT, XIC. ZRE.
BAM.A, CAE, BPY.UN.
ETF's are core holdings in that order been riding the recovery. BAM looking longterm. BPY.UN AND CAE are recovery plays. Bonds not needed until later on. Intl and emerging is looking to be terrible for a year or so. Possibly adding IWO.

What would be your major changes and or additions to this grouping? What would you recommend? With a shorter timeframe then some we need some solid and secure growth plays.

Thank you. Looking forward to your reply.

Q: Would like your opinion om this fund for my US account, its performance is excellent five star morningstar rating. MER at 2% is high. Is there a similar ETF with similar performance? Or should I just be contented paying this fee considering its return? Do you see this sector continuing to outperform?
Thanks

Q: Gold continues to March ahead for obvious reasons. McEwen mining continues to underperform. We are living through one of the most bullish catalysts for gold producers; yet Mux seems to have lost its way. What will it take to turn this around? Even Rob’s reputation as a shareholder value producer seems to be at risk, Is Mux heading for a further disaster.

Q: As much as I dislike US leadership at this time I'm concerned about market impact if the other guys get in particularly to my energy stocks. I'm considering going to 50% cash to await the results. Is there anywhere to park cash that would provide the highest return before the election and where would you invest after? Am I being too pessimistic?

Q: We often hear that the market is doing well because of the Fed. It has printed money to buy treasuries in an unprecedented amount. The proceeds from the sale of the Treasuries is sitting in the Treasury General Account (TGA). The TGA normally has $300 - 500 billion to cover a few days of spending. It now has over $1.5 trillion, supposedly for COVID related spending. There is a theory that the Treasury is delaying the spending of the $1.5 trillion in the Treasury General Account until closer to the election, so it can hand out some goodies. Once this money hits the money supply, it will give the markets and economy a "sugar rush" creating a hyper-bubble. Then, after the election ... Look out below! Can you please comment on this theory.

Q: Hello team,
Just the point of view, " Starlink " , what do you see if it will changes the whole pic in traditional tele sector? would be the cut the cable story repeats again in the future?
thanks

Q: Half my money is in U.S. funds and half Canadian. Do you recommend diversifying a small amount of U.S. currency by owning some Yen (FXY) and/or Swiss Francs (FXF) or some other currency? Thank you.

Q: Hello,

With Bank of Canada growing it's Balance Sheet, what will this mean for the stock and housing market in Canada? Do you expect further asset inflation? What do you recommend Canadian investors do?

Thanks!

Q: I noticed a few people commenting on the vastly improved Portfolio Analytics segment of this website.

Where can I find the details of what has been changed?

TY

Sheldon

Q: This name had a nice pop after the favourable (almost glowing) Andrew Left/Citron research report. However, I see that there has been a lot of insider selling, which always makes me nervous and today I read that they are laying off a large percent of their workforce which is not exactly a glowing sign of success. What do you think about this company as a "stay at home" type of stock play? I do note your previous comments wherein you say that it was okay. Thank you.

Q: My husband and I are in our mid 60's and were hoping to retire in the next 2-3 yrs (however we may need to postpone depending on how 2020/2021 goes). At the moment our asset allocation is 67% equities and 33% fixed income and we feel we need to shift toward fixed income.
2 questions:
1. Undercurrent conditions, would you suggest a 60/40 split,a 50/50 split or do nothing for next 6 months?
2. If it make sense to make some adjustments now, which of the following fixed assets would you add to and which equities would you recommend trimming: current fixed positions are 10% each in XBB, PMO005, ZIC; equities over 5% are TD(6%), ZUT(8%) and XIC (7%).

Q: Hello 5i,
I invested in some US stocks when USD/CAD was around 1.42. Those stocks went up but the progression of USD/CAD down ate into the profits. I know that we don't want to predict the implications of FOREX but do you think that US economy will rebound and recover faster and return to higher values (1.40+) and allows Canadians to eke out more profit?

Q: What can you tell me about Grayscale Bitcoin Trust (BTC)? It has a book value of about $7 and trades for about $11. What fees are associated with that investments? Is it a buy or an avoid?

Q: Is there and could you recommend, any ETF or fund, that actively shorts ?
Specifically Tech Sector but any area that looks to be overbought.
Thanks

Q: XRO has announced a $5 million share offering at .70 which seems ok. It also announce "that it has completed a non-brokered private placement financing and raised $115,000 through the issuance of 287,500 common shares in the capital of the Company ("Shares") at a price of $0.40 per Share. The Shares will be subject to a hold period expiring October 24, 2020"
This private placement seems over generous to me and I would appreciate your opinion on this. Thanks John

Q: Hi 5i Team,
Pls give your update view on Burcon Nutrascience. Do you think it is still speculative or time to buy?
Thanks for your professional advice as always.