skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,
I've owned VMC for a long time, long enough for it to have lost much of what I initially put into it, and the loss has been enough that there didn't seem to be any reason to sell to realize on what little was left.
So I still own it and now that it's showing some signs of life, and I wonder if there is anything sparking that other than the recently announced deal with Lafarge to supply a couple of electrified trucks - is there any justifiable reason to be optimistic that VMC might pick itself up off the floor, dust itself off and generate some return for long suffering owners such as myself?
I look forward to your thoughts.
Thanks!
Peter
Read Answer Asked by Peter on July 31, 2023
Q: Hi. I’m thinking of investing 2 to 4% of my portfolio in crypto as a diversifier: half in Bitcoin and half in Ethereum. But for a number of reasons I don’t want to invest directly myself, I’m thinking ETFs might be a good option. Have you done some research on Canadian Bitcoin ETFs and Ethereum ETFs? Which ETF for each coin would you recommend? Do you know which ones purchase the crytos directly? Or do they use future contracts, which I understand when they are rolled over causes slippage in the price of the ETF versus the underlying Bitcoin. Also, in the consideration is which one has the best MER? And final consideration which one has the best tracking error. Could you tell the best ETF for both Bitcoin and Ethereum, and why. Or are there better options in the US? Or do you think it is just a bad strategy overall?
Read Answer Asked by Steven on July 31, 2023
Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek
Read Answer Asked by Derek on July 31, 2023
Q: Any update on this one? I see 5 analysts all with strong buy and a $17 USD price target, representing pretty good upside. I've owned it long enough to be down 36% and while I like it, there does seem to be a lot of other fish in the proverbial sea these days where my $ might be better.

If I hold, how much longer do I give them?
Read Answer Asked by Cameron on July 31, 2023
Q: MREL is actively managed by "experts in real estate",but has an extremely disapointing performance in my view,I just sold most of my shares in order to reinvest in a new ETF.Is it a good time to invest in a REIT ETF , or do you suggest another sector (materials,finance,etc..) considering the macroeconomics and present global context?
Read Answer Asked by Jean-Yves on July 31, 2023
Q: Hi 5i,
I hope you might help with my education ...
I have trouble getting my mind around the concept and basis for owning hedged vs unhedged. I know it has to do with currency valuations but beyond that I'm afraid I don't really understand it.
As a real world example to work off, I've owned TXF (the hedged version) for a long time and have noticed that it's pretty consistently been out-performed by its unhedged counterpart, TXF.B. I bought some TXF.B thinking to at least even things up and ironically since then the hedged version has been doing somewhat better.
My problem is that I really don't understand the mechanics of how it works, and why hedged is better in some circumstances but not in others - and even what those circumstances are.
I know hedging is something i should understand better, and I hope you can give me a primer, even though it's likely a pretty basic concept and also likely not that difficult to understand. I just seem to have a block and don't feel like I've grasped the concept or the important factors to consider when thinking about it.
Thanks!
Peter
Read Answer Asked by Peter on July 31, 2023
Q: Hi there,

ELA Envela Corp looks very interesting company. Can I please get your opinion on the company/stock and if you'd rate it a buy or sell?

Thanks!
Read Answer Asked by Michael on July 31, 2023
Q: Hi 5i, came across a very cool site full of information on economic events, pls share with the group. And no I'm not getting any commish :;

https://tradingeconomics.com/calendar
Read Answer Asked by Christopher on July 31, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!