Investment Q&A

Q: Just a heads up for your dividend increase alerts.
FSV just announced an 11% div. Increase.
Signed : A happy long term holder.

Q: Hi, first off Thank you for a great 2020! I had the good fortune of being mostly in cash in March last year and based on your answers to peoples questions here did very well buying stocks like BAM, LSPD, GSY, SLF, CAE, BYD to name just a few.
I'm now ready to get out my last one or two Mutual funds and would like your suggestions on ETF's that would give me similar small cap coverage as AIM5521. Could also have some international as I am low on that too.
Much thanks, Perry

Q: Seems to be doing nicely could you comment going forward

Q: Can you please provide your analysis of their just released results.
Thanks as always.

Q: Hi, I would like to add one more security to my TFSA account and I already have the following KXS, SHOP, REAL, GSY, LSPD, WELL (thank you!). Can you please suggest one more name (either US or Canada). Thanks!

Q: I have held CLIQ in my RSP for many years, long before it got into the cannabis business. Although it has been improving of late, I am still down substantially. Is it time to take my licks and move on?

Q: For a long term hold, which of the above or both? Would you be buyers today?

Q: Good morning, is there any benefit to own class A shares over class B, my son bought the A shares and is not sure if he made a mistake, and i can't really give him the answer, which one would you recommend.
Thanks

Q: Comment
RIV is in the process of completely reinventing itself. After a 16Feb 2021 Special Shareholders Meeting, RIV will be severing ALL ties to Canopy, including changing its name. To pursue its American cannabis goals it will probably drop its TSX listing and trade stateside. Jason Wild Asset Management will be the largest surviving shareholder (at about 25%). The new entity intends to get more operationally involved in its holdings.

Q: Good afternoon, in response to an earlier question I believe 5i indicated now would be a good entry point but to wait before adding to an exiting position. Not sure what the difference would be, can you explain further? Also, at what price would you consider this company a good entry point? Thank you.

Q: Concerning PINS and TTDB..... Both of these are high in your recommendations lately. For growth over the next two years, which would you prefer? Thanks. 5i is by far the best investment I’ve ever made. Dennis

Q: Since the January 26th guidance put out by BBTV the stock's price has fizzed a bit. What is your take on the guidance?

Q: I keep hearing the equity market will move down when the Fed begins to indicate rate increases are on the way, when that occurs where would one go as Bonds will also fall when rates rise? I'm just looking for safety with a modest yield, say 4%.

Q: Hello. Could you please provide a brief explanation of convertible bonds. Is icvt or fcvt a fund that should be in a portfolio? What is the risk-reward on owning convertibles?
Thanks, Michael

Q: I have WELL thanks to 5I bringing it to my attention but
there is one thing I really do not understand.
WELL has payed a premium of over 80% for CRH.

For many years, CRH has been struggling not been doing well (no pun intended).
5I Research has said in every commentary that it would SELL CRH and "not need to own"!
For WELL to buy a struggling company at an 80% premium, how can this
be a good deal?

Thanks and I am very interested to your response.

Q: I bought ZEC, ZEM & XSU Dec. 24 . They have all done very well & amount to about 7.5% of my portfolio. I wanted to add XAW &/or XMC. Should I replace XSU with XMC or keep both? Will there be too much duplication with these ETF funds? I'd appreciate your comments on these changes.Thanks ,as always. Really enjoyed your "battle of the ETF funds".
Dave

Q: Several Canadian tech firms are intending to IPO this year including a couple from the 5i backyard in Waterloo, hoping to replicate the success of Dye and Durham and Shopify. Names such as Auvik Networks and Magnet Forensics have been mentioned in a G&M article with other names such as Thinkific and Vendasta. Do you have any insight into which might be the most interesting of these or any others?

Q: Hi guys, appreciate all you do.
My wife and I have a mutual fund though our bank and we want to pull it out (about $20,000) to invest it in some ETFs then continue to invest in them monthly as our main retirement savings. Our timeframe is 20-25 years. Which ones do you recommend, and how many, for max growth/good diversification?

Second part- if we don't have the credits feel free to leave this question out.
We are new to this world of investing but over the last few months we have noticed 2 distinct "camps". What is your opinion on this?
Camp 1: Investing in high quality, undervalued, dividend paying stocks is better than ETFs because you won't be inadvertently buying stocks that are overvalued or buying some losers
Camp 2: Don't bother trying to pick stocks at all because you can never beat the index. Investing in EFTs/index funds is less risky and will yield greater returns over time.

Q: Was thinking of adding the following reit into my portfolio after selling BPY.UN - thoughts?

Q: On 01 Feb. 2021 Dow Jones Indices made changes to the S&P/TSX Canadian Dividend Aristocrats Index. CHP.UN. OR, and RNW were dropped from that index.
I own CHP.UN and RNW. Will being dropped from the index likely have any material effect on those holdings going forward?

Thank you,
IslandJohn