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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: As a follow up to my question on fixed income, would you suggest I hold both XBB and CBO or pick one and if so, which one please? Similarly, hold both SHY and TLT or choose one and which one?

Thanks.
Read Answer Asked by Gregory on March 25, 2021
Q: I am looking for an oil &pipeline company and am considering EPD & OKE.
Which would you prefer or if you have another suggestion... one in US market and one in Canada. Thank you
Read Answer Asked by Teresa on March 25, 2021
Q: I have reviewed these two ETF for Healthcare sector allocation using CDN funds and wonder what 5i’s preference would be between the two and why your preference. My Healthcare sector currently is made up with small caps GUD and WELL and the 13% or so of VFV and VIG ETFs
Read Answer Asked by Elizabeth on March 25, 2021
Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?
Read Answer Asked by sam on March 25, 2021
Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Read Answer Asked by Paul on March 25, 2021
Q: Could you point me to Canadian ETFs that hold significant (1) Value equities and (2) Growth equities? Or are ETFs too diversified to meet this goal? Thanks.
Read Answer Asked by Paul W on March 25, 2021
Q: Hi 5i
A question was recently asked concerning the "return of capital" required to support the high distributions of FHI.

What percentage is required for HHl,and LIFE ?

What is long term net effect of "return of capital" on the share price of these funds? Does it continue to fall?

Does it ever get to a point where all or most "capital" has been returned ?
Just looking for very general understanding if return of capital is good or bad.... or maybe not an issue?
Thx
Jim
Read Answer Asked by jim on March 25, 2021
Q: Vendasta has priced its IPO @14-16. Any opinion on it or any of the other tech names set to IPO in the article?
https://www.theglobeandmail.com/business/article-saskatoons-vendasta-technologies-sets-target-price-for-ipo/?utm_medium=email&utm_source=Streetwise&utm_content=2021-3-23_21&utm_term=&utm_campaign=newsletter&cu_id=cZsybkVf9Y%2Fe97OQVOCVQsKHI5XmcQgA
Read Answer Asked by Jeff on March 25, 2021
Q: Hi,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,
Read Answer Asked by ilie on March 25, 2021
Q: As the price of REAL drops would you consider this factor putting the company in play for a takeover? I am thinking of starting to buy into a position now that it is low fourteens and would like to hear your thoughts. This is a profitable debt free company which nobody seems to like and is priced like it has low growth future. Generally I do not bottom feed but I am intrigued.
Read Answer Asked by John on March 25, 2021
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