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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: Hello 5I,

Just trying to better understand the recent shifts in the stock market sentiment here in Canada. Over the last couple of weeks, I note that safe dividend growers (mainly utilities: AQN, FTS, TRP etc.) and REITS in general are trending down. So are growth stocks such as SHOP, CSU, LSPD etc.. I also note that resource stocks are on an upswing lately. Are investors seeing an upswing in this sector or are resource so cheap that they have nowhere to go nut up?What is driving the market? Are lower interest not expected anymore here in Canada? Is the pending deal in the USA-China going to benefit resource stocks in Canada so much that we will see an uptick in inflation and an eventual rise in interest rates in Canada vs. lower interest rates in the US? I am wondering what am I missing? I know no one can read exactly what will follow, but can you help me better understand the "What and Why" of what is trending currently. Thank you!
Read Answer Asked by Joseph on November 05, 2019
Q: The sad state of the Canadian fosil energy sector has me torn between cutting my loses and moving on ( too late for PGF....) or doubling down on a few names when things are in the dumps.... With the exception of Suncor ( dont need more and happy with it so wont sell), what do I do with my current energy holdings. Thanks to the poor recent performance they are down to about 10% of my total holdings. Dump, hold, add, or double down on these names please.
Read Answer Asked by Tom on November 05, 2019
Q: Time to invest some dividends sitting around in cash. I want to top up one of these 3 holdings. Which is the best opportunity to add right now. These are my 3 smallest holdings ( PZA and MX due to drops, MAL bought a small position that has done well) so want to top one of them up.
Read Answer Asked by Tom on November 05, 2019
Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.
Read Answer Asked by Colleen on November 05, 2019
Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele
Read Answer Asked by Michele on November 05, 2019
Q: Hello 5i team,

My 33 year old son is looking at rebalancing. He has a defined benefit pension. He would like to use VTI and VXUS for non cad exposure. What percentage would you propose for cad, Vti and Vxus? And is there any ETFs that trade in canada that you would consider replacements of those two?

Thanks for all you do!

Wes
Read Answer Asked by Wes on November 05, 2019
Q: I'm looking to add exposure to the growing E-Sports and digital entertainment industries, not sure where to start.
Read Answer Asked by Robert on November 05, 2019
Q: TFSA question. My wife and I will will retire in 10-15 years. I have a stock portfolio, She will have a good pension and we own our house. As a retirement bonus I had her max her TFSA. The stand alone portfolio is down over the last 2.5 years, took big hits on TSGI, CRH, NFI, COV, LGO that are all now sold but still own PHO, GIL, MX. The other holding are BYD.un, WSP, CAE, KXS, ATD.b, BNS, ATA, CCL.b and 1/2 LSPD. I would like to clean things up and get a better mix of growth stocks to manage for the next 10-15 years. At this time what changes would be logical or just hold as is? I was looking at DOO, PKI, ECN, GSY, SHOP.
Thank you!
Read Answer Asked by Derek on November 05, 2019
Q: Hello,

Thank you for getting back to me regarding my inquiry about MIC:US. I'm however unclear from your answer if your advice to anyone currently holding shares in the firm would be to continue holding, to sell their shares or to purchase additional shares?

If you'd please provide your best advice (Hold, Sell or Buy) for MIC:US, that would be appreciated.

Thank you
Read Answer Asked by Richard on November 05, 2019
Q: Goodmorning

I continue to hold the following stocks in oil and gas but wonder if the time has come to move on. What are your thoughts on continuing to hold or sell all or keep any if the suggestion is to sell do i hold off till tax selling season is over?
Thks
Marce
Read Answer Asked by Marcel on November 05, 2019
Q: Hi Team
What companies would you suggest that would benefit from radio frequency semi-conductors for 5G? Please rate best to least. Also understand that Bill Gates has invested in one of the semi-conductor companies. Would you happen to know which one?
Thank you
Read Answer Asked by Heather on November 05, 2019
Q: Why CCL.B keeps going down? Does the future of this company look bleak?
Why IGM has gone to the top, while FSZ is still sitting at the bottom although both are in the same industry?
Read Answer Asked by Dev on November 05, 2019
Q: Can you recommend a safer play in the Health Care space than tCOV and GUD? I'm invested in two health care ETFs (CSH and NWH) but I'm holding these for the dividends rather than growth.
Are there ETFs you think look promising that focus on the Health Care space? I have about one full position to add to the Health Care industry.
Thanks!
Read Answer Asked by Michael on November 05, 2019
Q: The Spectrum of Wealth: Very insightful; worth a read:

https://www.collaborativefund.com/blog/the-spectrum-of-wealth/
Read Answer Asked by Paul on November 05, 2019
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