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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 5I team. I am attempting to set up a long period (5 year) US portfolio for an educational fund for my grandchildren.
Considering that I read 5I question answers daily, let us see if I have retained any wisdom and your current preferences by sector-
FIN(JPM); Health(ABBV); Real Estate(WPC); Materials (NTR); Info Tech (PLTR); Energy(CVX);Industrials(CAT); COMM(VZ)

would you change any of these choices?
Read Answer Asked by Peter on August 13, 2021
Q: Hi, what in particular do you think investors did not like about FDGE's recent results?
Is the sell off overdone in your opinion?
Is it wise to pick up an initial 1/3 position and fill to a full position over the next 6-9 months or would you wait this out for a couple more days/weeks.
Not the best scenario when a stocks price drops below or nears its IPO price.
Management kinda indicated a rosier picture in 2022 for what ever that is worth.

Cheers,
Steve
Read Answer Asked by Stephen on August 13, 2021
Q: Q2 report did not look stellar IMO, what are your thoughts. The acquisition is interesting, but seems like a bit of a reach and that they have given up some future profit with a Commission based sign-up for the Co-Ops that they purchased the company from. What do you think the largest concern is that is causing the fire sale today.
Read Answer Asked by Daniel on August 13, 2021
Q: I received one share in a non registered account and two shares in a RRIF account. Now what to do with them? Exchange them for BAM.A (despite the fact they BAMR is selling at a premium to BAM.A)? Keep holding? Eventually try to add more to BAMR? Is it better to keep it simple and focus on the BAM.A position for the future.? Is BAMR likely to show greater growth then BAM.A? Earnings report was decent. Acquisitions look promising.
Read Answer Asked by Maureen on August 13, 2021
Q: Can you please give me your current view on MDF, it's latest results along with it's Periscope acquisition?
Is this company worth holding or would you suggest a switch to LSPD or NVEI?
Thank you!
Read Answer Asked by Yvonne on August 13, 2021
Q: Hi, you responded to a question stating that XBC needs to show the market it has the ability to execute. They were able to generate sales growth, but what needs to be shown is that they can generate a profit from these sales. Is their explanation reasonable that honoring past contracts has affected profitability but they now have an improved implementation model? I believe this is a good space to invest in and this company has the potential to be a Canadian success story, but would appreciate additional comments from 5i regarding their go forward operations strategy.
Are their other parts of this company that raise concern with investors besides what I have mentioned above? Thanks.
Read Answer Asked by Dan on August 13, 2021
Q: Couple questions--do you have a preference among the ETFs linked solely to Ether? I saw the CI one has the lowest fee (or so the marketing says) and 100% cold storage.

Second, what's the difference between the ETHX.B (CAD "unhedged") and ETHX.U (which I guess trades in USD)? Just want to make sure that there are no hedging costs.. are both unhedged?

Thanks!!
Read Answer Asked by Chris on August 13, 2021
Q: what effect would tapering have on prices of oil,copper, iron steel and gold stocks? Thanks
Read Answer Asked by hal on August 13, 2021
Q: I would like to own some simple diversified US equity both in my RRSP and a non registered account.

#1.currency exchange aside does it matter TAX-WISE (dividend withholding tax) which one is in the RRSP

#2. considering currency exchange costs, do you recommend going with VOO or sticking to VFV in a non registered account. (factors to consider , amount invested will likely be upwards of 100 000 and long term hold)

thanks

Ernie
Read Answer Asked by Ernest on August 13, 2021
Q: Hi,

I’m looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so I’m also considering just adding the new funds to either of these. Thanks for the great service you provide!
Read Answer Asked by Robert on August 13, 2021
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