Investment Q&A

Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.

5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.

For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?

How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?

If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?

Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!

Q: I own the above three stocks in my TFSA and I'm down considerably on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: I bought the above stocks in my Margin account last year as a basket of small caps and I'm down on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: With interest rates on the rise how will this affect dividend paying stocks, dividend funds and ETFs. If not positive for this sector, what sector do you feel in your wisdom will benefit most?

Q: What ETFs/mutual funds ( not limited to Canadian equities ) would you recommend for a young couple (in their early 30s) for their TFSA. It will be for a long term hold. If more than 1 ETF is advised, what percentage in each ETF. Thank you

Q: What are the prospects for a five year
hold.

Thanks
Thomas

Q: Hello,

I own the whole list (weights 1% to 2%) thinking I was being diversified but maybe went too far.

1) I am on the right track to reduce to about 3 names?
2) Which names optimise income?
3) Alternative names that I might have missed?

Many thanks!

Q: I want to add BRP to my portfolio but I dont want to be the sucker that adds it just before it and the market tanks even more. Thoughts on timing to add this name?

Q: All my fixed income is in XCB,XRB and VAB. All are held in tax sheltered RSPs and distributions are in DRIP programs. My question is " would you continue with the DRIP programs as I have to start withdrawals in 5 years when I turn 71? " These bond ETFs are all in serious down trends.

Q: tamarack and crew had significant announcements today.your thoughts dave

Q: Follow up to your answer to Greyhair on TCL.A Are TCL.A days numbered in the income portfolio? Bought a position after the drop last fall but the slide seems to continue. Yields is good but is it time to move on?

Q: Hello,

What happened to TCL, is it a good entry point or we need to let the dust settle.

Thank you
Ed

Q: Thoughts on how to stomach all the volatility. Since I know you are not a fan of stop losses does one just grin and bear it. It's nice when some sectors are working but what does one do when all sectors potentially stop working? It seems there are so many unknowns which the market doesn't like. In your experience, what is it like to go through a bear market and what advice you you have for nervous retail investors. Your wisdom appreciated!

Q: I want to reduce my foreign investments to less than $100,000.

I'm interested in momentum strategies and now own MTUM. Is there a TXS listed ETF which gives me the same result? How about a momentum ETF that replicates the world's stock momentum?

Q: I bought the above stocks in my Margin account last year and I'm down considerably on both so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: With the shortage of computer chips globally. TSM decline to near its 52 w low . Any reason for that? Is this a good time to start cumulate since it has a 2% dividend yield at the current price. Thank you as always

Q: Still no revenue, negative cash flow, financials look bad, but some recent good news on drilling results. Does the company have any reasonable path to revenues and profitability? Does it have any potential to be bought by a larger player? Appreciate your insights, thanks.

Q: For US financials you have been positive (recommended) both MS and JPM in responses to recent questions. Based on long term safety, valuation and growth potential which of these companies would you buy today? Are they sufficiently different to split the position between them?

Q: Good Morning Peter & team,

This name has experienced a significant drop since it's high on Dec 31 after experiencing a 700% ROR since May 2015. I know you can't predict a bottom and we are not to profess to be market timers. And we definitely don't like the idea of "catching a falling knife" but... FSV is starting to look more and more attractive the lower it gets. How do you think it will act with addition rate increases in the forecast and would you buy now or look for a bit of a bowl before moving in? Or would you council us to stay away and if so what would be the reasons?

Thanks for all you do

gm

Q: What do you make of the earnings report? Is this a buying opportunity with the significant drop in price - or is it time to bail out?