Investment Q&A

Q: While off their lows, financials have not recovered this year. I am having difficulty not seeing these as 'shouting', if not screaming buys for the long term investor. Companies like JPM and BNS seem to have sound businesses and pay a nice divvy. The conservative nature of banks in Canada seems particularly attractive under these circumstances. What am I missing? Can you add some granularity please. Thank-you.

Q: Are you aware of any companies traded on tsx or venture that focus on carbon capture to address the issue of global warming. What i have read so far is they would either store it or better yet convert to fuel to be reused and thus create a closed loop, I assume in theory but would like to know what companies I should focus on in this space.

Q: I was listening to a podcast recently interviewing a highly-regarded market analyst. Among other things, he highlighted the importance for retirees to invest carefully in the current environment. He does like gold and China, but also recommended a "high quality company" ETF. In other words, an ETF that invests in "companies that tick all the boxes" - eg. excellent balance sheet, no dividend cuts, etc.

Would IQLT be a good recommendation? I don't mind that there are no FANG stocks, or for that matter any US stocks in that particular ETF. I do own some US stocks, but I believe the next decade will be more favourable to Asia / emerging markets anyway, (currently lower PE's for example). Just my opinion.

Do you think that the expense ratio seems a bit high for IQLT ? If you don't like this one, do you have an alternative ?

Thanks.

Q: Can you tell me which shares are better to have Atd.a or Atd.b ? Is there a specific reason.

Thank you, Vi

Q: Trying to understand the reaction to SHOP's apparently good results. Understand the overall market sentiment is weak. The range of views of analysts are all over the map. Some have buys with high target prices, some have hold with average prices and this afternoon Merrill came out with sell and a low price. Most of these analysts have rating records in the top 10% of all analysts (according to TD). Can you shed some light? How would 5I rate the stock?

Q: Are there any psychedelics theme stocks you could recommend? What is your feeling about investing in the space at this very early stage?

Q: I got an article about the 2021 sector recommendations from Daily Advice and it goes like this
Overweight in Communication, Consumer staple, Financials
Market Weight in Consumer D, Energy, Industriel, Tech, Materials, Realestate, Utilities
Underweight Health Care
Do you agree with the above and if not can you suggest changes
Thanks for the help

Q: May I please have your opinion on $CPX.

Thanks Valter

Q: Hi 5i team,
What do you think of GIC Simple which is an Ontario online GIC broker? They offer access to GICs from different financial institutions, and allow account holders to set up a GIC portfolio that is fully insured. Is GIC Simple a viable option for those who want a better return on the cash portion of their portfolio? Is there a downside to using this service?
Thanks for your valued opinion on this particular subject.

Q: Hi Guys,

Can I please get your opinion of Arista Networtks (ANET). Thanks

Dave

Q: This story seems incredible - they have branded “beyond tobacco” and have a no nicotine exact tasting cigarette - they also have attracted some key people from Phillip Morris that have massive volume forecasts for this Product (hemp cigarettes with CBD)

What do you think?

Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?

Q: Thoughts on the latest quarterly results? The stock was down sharply friday. Does it offer good value?

Thanks,

Joe

Q: The company will have slower revenue growth and profitability for the next 1 year or so as they transition their customers to the cloud. Short term pain for long term gain, at least thats their expectation. Still highly profitable, over 2B cash in the bank and investing heavily in their business. Would you suggest holding through this transition, stepping aside for a few quarters or using this as an opportunity to bulk up a long term position?

Thanks.

Q: Now that the tower stocks have pulled back, which would you prefer for an investment time horizon and why? Thanks

Q: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan

Q: Hi Peter and Team,
Can you give me your opinion on VHI,STC, ATGN. Do you thing it is good timing to invest in them or shall wait after the new year. Also, please rank based on risk and opportunity to grow.
Thanks,

Q: Hello 5i Team,
Based on today’s price, is Bam. a buy, hold or sell? Please provide your comments on future earnings and anticipated price appreciation.

Thanks, Rossana.

Q: Good morning,
I am very happy with Portfolio Analytics, it has proved to be a wonderful tool to help me manage multiple investment accounts - I also love the continuous improvements. Great value for the money.
Question: I would like to add some international exposure to my portfolio. Please provide your top pick of US and Canadian ETF's for international exposure.
Thank you,
Patrick

Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you