Investment Q&A

Q: Good morning,

I am considering increasing my international exposure as per portfolio analytics and am stumped between ZDI and PID. Both hold a lot of the same investments. In fact 31 of the ZDI stocks are the same as PID holdings are the same, although not in equal proportion (roughly 44% ZDI to 34% PID - mostly due to fact that the PID strategy is close to equal weight investments). My current positions in both funds are 5% and 3.75%. I am looking at increasing either or combining. I also have a 4.75 % position in QEF which I feel is sufficient since I am not yet convinces ESG is the way to go.

Can I have your thoughts on PID vs ZDI ? Thank you for your valuable input.

Q: Can you comment on QUIS earnings released Tuesday after the close. Do you feel their potential is as good as their projections? Would you complete a position or wait for more concrete results?

Q: Hi team,

Looking for cyclicals with strong growth. What do you think about the three stocks above ? Would you buy now or would you suggest better alternatives ?

Gratefully,

Jacques IDS

Q: Hi.
Can I get your comments on their latest quarterly release please?
Thanks,
Dan

Q: How long do you think it will take for tech:ca to start making a significant positive move? Thanks

Q: Hi Peter
can you please comment on the earnings reported on 13 May.
The report looked good to me but the shares are down big time.
Is it a hold for now?
What is the outlook for the balance of 2021
Thanks Ron

Q: Hi team,
I would like very much to read your take on the 3 following industrials, as growth stocks: ZIM-N, CRAI-Q and TGLS-Q (Technoglass). Would you buy it now or do you have better alternatives to suggest ?

Gratefully,

Jacques IDS

Q: XBC seems to have gone up some last 2-3 days, what do you think, is it still a buy or avoid?
TOI seems to have gone the other way. Any explanation? Is it a buy?
Thank you, Fooklin

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: what happened today with the big decline ... also, i am invested in FTT, is this a hold for now ...thx

Q: Is now a good time to be buying small caps? I am thinking of taking a position with XCS.

Thanks for your help and advice.

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Do you think that CTS might be a little over its skis? Maybe a good idea to take some off the table before it drops again? An analyst on BNN recently suggested a price target of 7.75. Today its at 8.

Q: hello 5i:
can you comment on PANW's earnings?
thanks
Paul L

Q: Hi team,
I am wondering how ETFs collect their fees. For example, I am attracted by PDC's dividend of $4.27%, but it has a relatively high MER of 0.56%. Should I deduct the MER from the dividend to get a more realistic value of the return I can expect from PDC?

Q: Any thoughts on what is happening to the solar industry? TAN was at $120 in January and now at $77. Was it just overpriced? What does your crystal ball say about its future please. Thanks.

Q: Too late to invest in commodities? Can you please suggest a broad commodities equal weighted ETF?

Q: Hi 5i Team,

Between STC and CTS, which one would you recommend for a long term hold? Any other small caps that you would prefer instead of these two companies?

Thanks,
Jon

Q: Anything further to add on a possible competing offer for PHO? When do you as the latest date for something to materialize if it does? What are the revised odds of this happening as time has passed on. Would you continue to hold?

Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!