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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: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?
Read Answer Asked by Mary on July 17, 2020
Q: I am planning to increase my bond exposure in my RIF and have looked at VBU. I already have Canadian bond exposure. This is a hedged fund. Is this, as a hedged fund, appropriate for my RIF? Is there an unhedged equivalent? Do you have other funds I should review?

Thanks
Read Answer Asked by Ronald on July 17, 2020
Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks
Read Answer Asked by JOSEPH on July 17, 2020
Q: Prospectus was received indicating IPAY ETF is being acquired by ISE Mobile Payment ETF run by ETC. Prospectus indicate ISE Index have the same investment themes as the index followed by IPAY. Specific constituents and weight may be differ. MER of ISE ETF will be .60% which is lower than IPAY (.75%).
1) The proposed reorganization is expected to be a tax-free transaction for federal income tax purpose. Would this be applicable for Canadian shareholders too? Or do we need to wait from a ruling from CRA?
2) What are your thoughts on this reorganization? Any red flags?
Thank you
Read Answer Asked by Karen on July 17, 2020
Q: Hi 5i Team - I have been reading an article in the Globe and Mail about the resurgence of investor interest in the biotech sector with a number of IPO's either recent or planned. Would you be able to recommend a few Canadian companies in this sector based on the following criteria: solid management, cash reserves for at least one year and preferably more, manageable debt, good growth prospects, any size capitalization but small to mid cap preferred, any risk level but not something that is purely speculative. These companies do not have to be on the forefront of Coronavirus research but could have innovative research into any health platforms. I am also interested in the U.S. side of this but will do this in another question. Thanks.
Rob
Read Answer Asked by Rob on July 17, 2020
Q: Peter, can you shed any light on the dramatic price action following MOGO's financial release. It shot up from 1.25 to 3.45 following the release (175%+) and has now settled back to around 1.70 as I write this. The trader in me would expect some gap filling here, but I have no idea why the stock spiked as sharply as it did.
Read Answer Asked by David on July 16, 2020
Q: I am looking for basic material exposure in either ZMT XBM XMA XLB or VAW. What would be your pick for a comeback in basic material.
Thanks
Read Answer Asked by James on July 16, 2020
Q: Will you name five Canadian growth companies which you think have a bright future? Thanks for your help :)
Read Answer Asked by christianne on July 16, 2020
Q: I am a retired, dividend-income investor with a company pension, CPP, OAS and some Insured Annuities. I wanted to get your views on our asset allocation. Currently we have the following targets by asset class (in the equity portion of our portfolio):
Finance = 17.5%
REITs = 7.5%
Telecom, Utilities and half of Pipelines = 22.5%
Consumer Staples & Disc = 17.5%
Health = 2.5%
Industrial = 10%
Tech = 10%
Energy and the other half of Pipelines = 10% (actual is 7%)
Materials = 2.5%

While I believe pipelines should be 100% allocated to the Utilities sector, they seem to trade more like the Energy sector...hence the 50-50 split. Also I normally have 20% allocated to the Consumer sector, but we have reduced the Discretionary sub-sector for a period of time due to COVID.

I read years ago that something like 75% of your returns are associated with your asset allocation as opposed to your stock selection. Our portfolio is set up for mostly dividend generation, with some capital growth.

Question 1 = Do you see any red flags with our allocation targets?

When I attempt to replicate the 5iR Income Portfolio into my system, I note 5iR has a significantly higher weighting in Consumer and Industrials...while significantly lower in Health, Technology, Energy and Materials.

Question 2 = Are there reasons for the lower allocation weights in the last 4 sectors...higher risk maybe? I am asking so I can fine-tune my own allocations, which don't change much over the years...maybe 2.5% here or there from time to time.

Thanks for your help...much appreciated...Steve
Read Answer Asked by Stephen on July 16, 2020
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