Investment Q&A

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: STAF My friend is enthusiastic about this stock (Staffing 360 Solutions). Can you give me your view of this company?

Q: Hi,
On Jan. 5, Paul asked about an alternative to PSA at TD. Your suggestion was HISA but as you say, you don't know all the products at each brokerage. HISA is not available for online trades. All I've found at TD in this category is TDB8150 TD Investment Savings Account (no load) under mutual funds, which pays only 0.25% right now.
Michael

Q: Your thoughts please on Franklin Global Growth Active ETF (FGGE). Many thanks and Happy New Year!

Q: Happy New Year and thank you for your service over the year.
could you please suggest a conservative equity ETF portfolio for a senior's TFSA?
thank you,
Bryn

Q: I'm researching some of the Global X ETF's. You have provided some positive comments on CLOU recently, could I please have your opinion on the EBIZ ETF? And which ETF would you prefer to own for long term (10 years +) growth? Thank you.

Glen

Q: Not surprisingly, BAM.A has dropped a bit due to the proposed purchase of the BYP.UN shares. Is this a good entry point?

Q: BPY/BAM possible deal.
As a holder of BPY the sale of BPY at the suggested price of $16.50/share is an absolute steal and robbery that is well timed to take advantage of the situation as we come out of the pandemic. That of my chest, to quote; "BROOKFIELD ASSET MANAGEMENT - HAS ASKED BPY BOARD TO APPOINT SPECIAL COMMITTEE OF INDEPENDENT DIRECTORS TO COMMISSION INDEPENDENT VALUATION OF BPY UNITS"
How independent is this special committee likely to be? Is it likely that there will be a vote of all share holders?

Thanks, Stephen S

Q: I have listed the securities I hold in my portfolio showing % of portfolio and gain/ loss for purposes of helping answer my question.
AGN-2.46% +16.35%: ATD.B - 3.74% +0.03%
BNS-1.96% +27.14: BYD-3.63% +15.3%:
BAM.A -3.57% +11.57%: BEPC-3.52% +90.21%: CAE-5.02% +68.26%: CAR.UN-3.57% +5%: CRWD -3.44 -1.48 (new holding):
EIF-4.06% +32.05%:GSY-4.7% +11.35:
KXS-4.63% +7.2%:LSPD-10.26% +198.54%
MG-3.21% +38.14% : NFI -1.34% +40(sold part): PBH-3.38 % +4.25%:SHOP-4.92% +9.76%: SLF-2.39% +4.32%:T- 3.59% -0.91%
TFII-4.68% +105.59%: VGG-4.96% +40.2%:
VEEV-1.97% -0.55: WELL-4.24 +13.8%
By geography I own approximately 17% in US.
My Alpha-Balanced suggests 25%.
lSPD,SHOP and T , although not US , have a dual listing.
I was thinking of transferring cash from sale of NFI to my US account to increase US holdings.
Note C$ is increasing against U$.
Would you agree with this move or stay my current investment strategy. If so would you suggest adding to current U$ position or another suggested stock?

Q: Your views on CNRG, the S&P Kensho clean power index ETF prospects relative to hydrogen theme?

Q: these stocks are in the demand service business both with good run ups i am familiar with door a Canadian manufacturer but yet a US company what iis your opinion going forward do you prefer one over the other?

Q: Hi 5i,
I have been following nano dimension (nndm) with great interest but it is not currently listed on your site. It is an Israeli company involved with 3D printing electronic circuit boards. Its share price has appreciated quite rapidly in the last several months Do you have an opinion one way or the other? Is this a company you would have any interest in at current price for 3- 5 year hold? Why or why not?
thx
Jim

Q: Hi,

You recommended this stock for online medecine yesterday, but I don't find it in your data base.

Thanks,

Jacques IDS

Q: I am with TD and they do not list this ETF (PSA) wish they did - is there a TD product that is available that compares.

Q: Happy New Year to all at 5i!!
Penn National or Draft Kings for growth and reasons why please.
Thank you
Dave

Q: happy new year

i'd like to know your thoughts on RNW, please. It looks rather inexpensive in the renewable sector. many thanks

al

Q: Happy new year!

ABCL looks to be settling down.....would you step in here? 1/2 or full position?

All the best in 2021 !!

Dave

Q: Happy New Year to all at 5i!!
In answer to John on Jan5 you said you would be reluctant to transfer LSPD to a TFSA because it would trigger a capital gain. I’m faced with the same situation and would like to understand your reasoning. My thinking is to transfer to the TFSA, pay some tax and get years of tax free gains in the future. Love to hear your thoughts.
Dave

Q:
Given the hype recently of Digital currency.Could you please give us your view of this fund. Is it worth investing in?

Q: I own all three in my RRSP in equal position. Outside of my RRSP, I have large exposure to the US markets (>50%).

I'm thinking on consolidating banks by selling RY & TD to buy BNS. BNS is up from its previous lows but looks to be trading at reasonable multiplies.

Thoughts?