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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: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Read Answer Asked by ilie on June 22, 2021
Q: Where can I find out the amount of Canadian and US margin debt?
Read Answer Asked by Elizabeth on June 21, 2021
Q: Within my fixed income allotment I've recently favored short term bonds over long term bonds on the advice that they will react less to changes in interest rates. However, since the Fed's meeting last week the opposite has occurred, as there has been a flight from short term bonds into long term bonds. Can you please explain why this is the case and then, given the current environment could you also rank the above ETF's in order of preference. If there are better fixed income suggestions please indicate. Thanks.
Read Answer Asked by Curtis on June 21, 2021
Q: Good morning 5i,

Love the updates.

Could you please give me your top US market ETF'S geared to growth as a S&P500, mid-cap, small-cap.

Taking into consideration low fee, low distribution and preferable lower allocation to tech as a whole.

I realize that's a driver but a lower top 10 holdings. Deduct accordingly.



Thank you very much!!!!
Read Answer Asked by Adam on June 21, 2021
Q: I see price has been lowered and share count increased- surprising given the
ESG and renewables play. Are we seeing a top in the space or just a few too many issues flooding the market. Would you be a buyer here
Read Answer Asked by Scott on June 21, 2021
Q: Are we starting to see another sector rotation particularly back into tech? What do you see as the best sectors to put money to work in right now?

Thanks!
Read Answer Asked by Robert on June 21, 2021
Q: Dear 5i,
I identified these three stocks which seem to be traded OTC Pink.
What does this mean and should I avoid trading OTC Pink?
Trading volume is typically 30K to 176K daily.
These stocks are high-end luxury goods.
The tickers are: LVMUY, Louis Vuitton SE, HESAY, Hermes SCA, PPRUY, Kering SA.
Can you please add them to your database.

thanks
Read Answer Asked by Ian on June 21, 2021
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Read Answer Asked by Terry on June 21, 2021
Q: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?
Read Answer Asked by Ray on June 21, 2021
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