Investment Q&A

Q: Can you rank these US technology stocks? Perhaps based on risk, and another ranking based on growth.

Q: I have been encouraged to invest in this dividend split corp paying about 5.45%. Still explain the risk/benefit. Thank you so much.

Q: Is Visa a buy today

Q: hi can I have your opinion on Intel earnings/guidance. and can I get your top picks for a semiconductor stock please...
thx chris

Q: A question on OCT 21 concerning ARX and when hedges would no longer affect income : no answer shows when hitting Response? Thanks.

Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.

Q: Peter; Do you have any thoughts about the Metaverse ,i.e., is it investable and if so how ? Thanks. Rod

Q: Hi,
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn

Q: Whats popping this 10% this week?


Thx

Q: What is your thoughts on this small cap pharmaceutical company and future earnings growth…

Q: Hi, I sold GUD awhile for tax loss, and will sell WELL also for tax loss. It is my only stock in that sector 4%. My question is whether to buy back all in 30 days, change to another company after my sale, or purchase two stock for the Heath sector (Canadian market). I have no problems with risk with good management.
Could you name the two or three health companies you might prefer, thanks

Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.

Q: Hi 5i Team - Could you provide an update on Westaim, its cash on hand, level of debt, insider holdings and any other fundamentals you consider important. Would this be a buy either for growth and/or income. Thanks.

Q: I own a small position in WELL and am looking to slowly add to it. Would you be comfortable adding new money to this company right now?

Q: Hello!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.

Q: I have a 1% position in WELL which is down 10% from my purchase cost. Trying to decide, do I increase the position to 3% or sell? I have a 3year time frame. Thank you.

Q: Whats going on with goog, down big today.

Q: I am up 200% on TOU. With the potential of The liberal Gov’t changing the rules on capital gains, would I be wise to swap TOU for ARX for 30 days to trigger the capital gain and protect my win? I will switch back in December.

Q: My 28yr old son is looking to build a diversified ETF portfolio with 100% equity exposure with a bent towards growth given his long investment horizon.  These will be spread across his TFSA, RRSP and Non-Registered accounts.  Since he will be contributing smaller amounts on a regular basis a zero commission platform such as Wealthsimple is appealing.  However, they charge 1.5% fee for all currency conversions making it only practical to hold Canadian traded ETF's.  As a result he is considering the following:

ZSP 40%
XIC 25%
TEC 20%
VIU 10%
VEE 5%

ZSP + XIC + VIU + VEE together create a mix of ETFs that are globally diversified and very similar to the structure of XEQT/VEQT.  Versus XEQT/VEQT This portfolio has a slightly lower weighted-average MER at 0.16% and also has 20% in TEC (in place of something like QQQ) which is more growth oriented. Here are how the sectors would be weighted with this portfolio:

Info 31%
Financial 15%
Cons Disc 11%
Industrial 9%
Healthcare 8%
Communica 7%
Cons Staples 5%
Energy 5%
Materials 4%
Utilities 2%
Real Estate 2%

These would be the top 10 holdings with this portfolio and these top 10 would account for 24% of holdings in this portfolio:

AAPL5.1% MSFT4.9% AMZN3.2% GOOGL1.8% FB1.7% GOOG1.7% TSLA1.5% SHOP1.4% RY1.2% NVDA1.2%

If this was you at 28, can you please comment on
- are the 5 ETFs he has chosen ones you would go with given his objectives, if not, what changes/substitutes would you make along with recommended % allocations?
- is his % allocation across the 5 appropriate or would you make changes? For example I thought there might be too much overlap between ZSP and TEC as they are both highly invested in AAPL, MSFT, AMZ and FB and he is looking at 60% going into these 2 ETF's. That may well be what you want at his age but  I wonder if he is better served by reducing ZSP to 25% -30% and TEC to 15% and add  the remaining 15-20% to CDZ or VGG (or something else?)
- given he will be making contributions to his TFSA, RRSP and Non-registered, which ETF would be best in which account and why? 

Thanks for all your help, 
Scott

Q: Curious what your thoughts are on this Canadian hedged inflation protected TIP ETF? Would it be good for part of the fixed income part of a portfolio during rising interest rates?

On the shares website the distribution yield is listed as 7% but the real distribution rate is listed as minus 2%. What does this mean?

What are the risks of this type of investment? What is the downside?