Investment Q&A

Q: Is it time to give up on this one? I am down 85%. Thank you

Q: Good day team, question re Covered Call ETF vs non. I've set up my daughters TFSA with CDZ & ZWH as a starting base. In an earlier question you mentioned covered call (ZWH) may reduce upside. Acknowledging this; does covered call also offer additional protection though (from large downward swings for eg). If so, I'm ok forgoing additional upside.

Q: Even with the recent decline, is MMX still one of your favorite small cap gold stocks?
Is the decline due to the Pan American Silver sale of shares and would you suggest buying more at this time?
Thanks
Dave.

Q: is cineplex a buy now with all measure taken to preserve cash, dominant player in the Canadian market

Q: Re Fred’s question about longterm gains on RY
canadastockchannel.com has this info
If bought on Jan4, 2000, $1 worth of RY would be worth $12.46
assuming dividends are re-invested on a tax free basis (ex. RRSP)
If dividends are not re-invested, on a total return basis (including dividends, but still no tax paid) your $1 is worth $8.75.
You can enter different dates to get exactly what you want.
I personally find this type of analysis instructive but I know not everyone is a fan.

Q: Hi Terrific 5i Team,

I would be interested in an update of your view of Great Bear Resources. It was the only stock in my screener that was up today, showing resilience I guess (but low volume trading, so maybe not). It is up since the last time someone asked about it. Has the story progressed ? Thanks !!!

Q: Hello ... given the thuggery exhibited of late (and historically) by China, do you think EWH is a good investment for an otherwise well-diversified portfolio looking for increased international exposure? Or, is the game over for Hong Kong? Thx

Q: hello hello...I have a full position in DOL, like held for long-term grow for a Cdn stock. If DOL is a good buy now, how about Dollar General?......me, pondering if DG would be good addition to the my US dollar portfolio which also includes the long held Costco in that same sector but without going sector overweight.......Keen to e-hear your take.......Thanks and enjoy the upcoming week-end.........Tom

Q: Would you prefer HHL or LIFE as a potential investment? Income is a significant consideration for me. Thanks.

Q: WHAT IS YOUR OPINION ON THE ABOVE COMPANY - LAST NUMBERS SEEMED GOOD OVERALL - HOW RESILIENT IS THIS COMPANY IN THE CURRENT ENVIRONMENT? - WOULD YOU ADD A SMALL POSITION TO START WITH - DIV. YIELD IS 6.613% CURRENTLY - HOW SUSTAINABLE IS THIS DIVIDEND?? - THANKS - KAREN

Q: We’ve moved 60% of our cash position back into stocks which either had at least a B+ from you, or which you spoke highly of. After the selloff on 11 June we’re down overall about 1%. Not too bad but we’re wondering about how solid this portfolio is for more bumps to come. All are for holds of at least 2 years before taking some gains. Question - do you see any red flags before we invest more in these positions? Would you consider reducing any sectors and increasing others? If so, what would you drop and what replacement options would you consider? Presently, no sector exceeds 25% and most positions could be topped up. Previously, we had more dividend income. We are mid-sixties and the pension covers about half of our expenses. Many thanks in advance for your trusted views.
Cash - 40.2%
Telcoms (4.3%) - BCE 2.3%, T 2.0%
Cons Def - COST 2.6%
Energy – ENB 2.7%
Fin Svcs (21.9%) - BNS 3.3%, BAM.A 4.5%, GSY 0.8%, RY 0.8%, SLF 3.0%, V 3.4%, JPM 3.0%, MCO 3.1%
Health - MDT 2.8%
Ind (4%) – CNR 0.9%, RTX 3.1%
Tech (15.1%) - KXS 1.8%, SHOP 1.7%, CRWD 2.2%, DOCU 3.4%, MSFT 3.4%, CRM 2.6%
Util (6.5%) – AQN 1.6%, BEP.UN 2.2%, CU 2.7%

Q: Hi General investing question. I have both ETF and actual stocks that are in the ETF. Less than 5 years away from retirement so still looking to build my portfolio. What's your opinion on holding ETF to accumulate income or buy the actual dividend stock and get both income and (hopefully!) growth? Thanks guys

Q: I owned shares in Enercare which was taken over by Brookfield. I still hold the units that were exchanged for the shares. BROOKFIELD INFRASTRUCTURE PARTNERS EXCHANGE LP EXCHNGBLE LP UNITS.
If I exchange it will trigger a capital gain. In the meantime, the dividends are still being paid.
Is there any downside to keeping these units and not exchanging them?

Q: Hello 5i Team, - Thank you for all you do!

Could you weigh-in on these US$ cloud focussed ETF's for the long-term? Could you also suggest any alternatives hedged to CAD$ with a similar cloud focus?

Q: What do you think of jd right now? Do you think Chinese companies may see less downside fallout from covid near term than say their us counterparts? Thanks.

Q: My 24-year old son just made his RRSP contribution. What would you suggest to be a good stock/ETF/fund to invest in right now? The objective is of course long-term growth.

Q: If I had put $100,000 into RY 20 years ago with all dividends reinvested, can you tell me what it would be worth today?

This is not a rhetorical question. I recently came to realize that a close friend put $100,000 RRSP into RY in 1989 as he has now retired from there. As he is an unsophisticated investor, he just left it there. But as there have been withdrawals over the years, it is difficult to determine the actual growth. It is now worth a tidy little sum. This is, in my estimation, a significant argument for a buy and hold strategy although most would also argue for more diversification.

Q: I am looking at making another investment in the 5g space. I currently own Qualcomm and have done very well partly due to your disposition to this company. Thank you.
I am now trying to choose between Nokia and Ericcson.
What would be your preference between the two and why.
Thanks

Q: I know this is tough to answer but are there any companies out there you see today that could potentially duplicate the great returns of the SHOP,CSU,NFLX, LULU etc.. either in US or Canada? thank you

Q: I hope you are all well, 5i has become a blessing for us,after big loss in March most of us have recovered from your advice.You have strongly suggested KXS,and some other stocks and they have performed very very well,can not thank you enough.
Is there or are there some stocks and sectors you can recommend (I know they might not be like KXS ).