Investment Q&A

Q: I recently asked a question about infrastructure funds and your team suggested IFRA as an ETF option (because I was just asking about one fund). Based on this and some further digging on my part, I am thinking of splitting the funds between two infrastructure ETFs i.e., IFRA and PAVE. Do you see any issues? Thanks again.

Q: Hello 5i,
These three make up the fund portion of a senior's portfolio. All of these have a US focus. Can you suggest 1-2 ETF's that would compliment these three with more diversification and some balance. Nothing risky; 5-year horizon.

And should the TD mutual fund be replaced with an ETF with lower fees?

Thanks for your guidance.

Q: Appreciate your comments on the latest court ruling which was in favour of
Quarterhill. (although the stock fell on the news???)
Ed

Q: Hi Team,
What's your thoughts on Skyworks earnings? Stock is having a negative reaction. This one amazes me and the valuation is so much cheaper compared to most chip names. Why the constant negativity on it? Should a person be selling it for something else? Perhaps add to NVDA? Or Shop? Also...should a person be holding PINS, or swap out for some beat down FB? Thanks!
Shane.

Q: In reply to Gordon who asked about a good stock screener that includes US stocks, I use StockRover and pay for the Premium Plus (mid-tier) package for 27.99 USD per month. Different subscription packages are able to access different metrics to screen with and I believe they offer a free trial so you can check it out.

A sample screener I created selects for companies that have grown sales and EPS at 10%+ for 1, 5 and 10 years, have a 1, 2 and 3 year return of 10, 20 and 100% respectively and an ROE of 10+. A total of 44 companies were returned from a NA universe of 15430. Included in the returns of this screener were GoEasy, Apple, NVIDIA - names that should be familiar to us all...I think its pretty powerful and have been very happy with my subscription.

Q: Hi 5i Team - Could you provide an update on the fundamentals of Mirasol Resources including cash on hand, cash flow, etc. as well as potential for growth through new discoveries and/or acuisitions This company has done little over the past couple of years as far as stock price. If I were to sell is there a replacement you would recommend. Thanks.

Q: Can I ask for your opinion about Plpc, it’s getting hard to find smaller cap value, wonder if this a good possibility?

Q: Do you analyze the chart of 10 days, 1 month, 3 months, or 6 months before deciding to buy or sell a stock? I am confused about Pipe doesn’t seem to move over $5.,but technical chart did not show overbought, please kindly explain, thanks

Q: I'm a little stuck on what I should do now. Sitting at around 5% cash. I'm a growth investor 10+ yrs. With the market backdrop currently posing a headwind for growth stocks, how long does this process/rotation usually play out? Months vs years? I'm holding some value stocks but definitely lean more towards growth. What would be some questions I should ask myself through this process before I allocate my cash? Do I add more to my value stocks to create a barbell strategy or keep nibbling away at growth stocks and ignore the short term market noise? I keep gravitating back to growth names during my searches. Thanks!

Q: How do you evaluate how much debt is safe for a company like Enbridge? At a glance, their debt is massive and their CR is well below 1. I realize this is the case with utilities generally but why is this not considered high risk? At what interest rate does the company become high risk and/or unattractive to investors? Thanks.

Q: Sprout is more than 50% off its high. Other than the tech selloff is there any indication that growth estimates are slowing... they were projected to be 25 - 30% annually? If the stock price has bottomed what in this company would suggest downside protection from the current price?

Q: I currently hold Abbvie and PFE in our portfolio. I'm looking to add another in the healthcare sector, such as Eli Lily, Merck or Danaher. Do you have a preference among thee to add or another?

Q: Has Amazon’s online retail segment ever made a profit? Will it ever given its never-stopping investment into the future? If no prospect of profit, what’s the point of keeping on investing into the segment? Do you like its retail model - owning and selling goods? Isn’t Alibaba’s model better by only providing online retail space? Thanks. Liping

Q: in my non taxable accounts I have:
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.

Q: Hi 5i,

Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.

Also provide your long term thesis on holding this stock in one's portfolio.

Thx again.

Q: For the short term bond portion of my portfolio I'm struggling to decide between 1 year GIC's and short term bond funds such as XSB. Thoughts?

Q: are either of these worth holding ?

Q: best chance for growth? 1-4

Thank you so much LORRAINE

Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!

Q: In response to previous questions on your site, you've discouraged owning stocks such as Annaly and AGNC Inv. Corp.

Does this view change-- for better or worse -- now that interest rates are likely to rise and the Fed stimulus is reduced? Why?