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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.

I have transitioned from 55 stocks to 25 hybrid (ETF (16) & keeper stocks (9)) 3 months ago, based on 5i Stock & ETF Growth/Balanced portfolios. Sleep better.

Question: Given 'Ya can't time the market', can one successfully/intelligently tweak holdings a bit based on current economic conditions?

Example: Given USA-China trade war risk, move 20% (VEE, VTI, VVL, XEF, AYX) to (ZAG, XBB, CLF, HFR, ENB). If market goes down -2%, swap half back. Another -2%, swap back remaining half; otherwise, do nothing. Do this at most say 3 or 4 times a year.

Am I just kidding myself that ETFs can be used differently than individual stocks?
I did buy more (VVL, VEE) with available cash when they went down -3% (last week) from when I bought them, with little emotion. Just felt 'smart'. Or am I deluding myself?

Thank you for your continued wise advise for 6+ years.
Read Answer Asked by Paul on May 15, 2019
Q: Hello

I am aiming to have about 20% of my equity portfolio in international stocks (ie. not US or Canada). I currently own ZDH (4.3%), ZDM (5.06%), ZEQ (1.87%), ZLD (4.19%) and ZEM (4.15%).

Do these ETFs appear reasonable to you? Do you see any need to change/consolidate, or to reduce MERs? The Portfolio Analyzer recommends VIU, XEF, VEE and XEM. Do you think it is worthwhile replacing my ETFs for the recommended versions?

Also, VEE and XEM do not appear to be as tax efficient as ZEM, or am I missing something?

Thank you for this great service!
Read Answer Asked by Dale on May 15, 2019
Q: Would appreciate your assessment of the merits of continuing to hold half-positions in BOX, NVDA, SQ, and SPOT, in search of above-average returns going forward and comfortable with risk. If you were on the sidelines, would you initiate new positions in any of the holdings, or alternatively are there merits in reducing any of these positions today in favour of more attractive risk/return opportunities in the US technology space (and if so, which tech opportunities have captured your recent favour)? Thanks for excellent services rendered.
Read Answer Asked by Michael on May 15, 2019
Q: I would appreciate your analysis of their latest results. The market seems to have yawned in reaction. Thanks as always.

Revenue Increase of 32.6% and Adjusted EBITDA Increase of 143%
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Revenue for the first quarter ended March 31, 2019 was $39.0 million, an increase of $9.6 million over the prior year period.

Gross profit grew to $14.3 million in the first quarter of 2019, compared to $10.6 million in the first quarter of 2018.

Adjusted EBITDA(2) was $3.5 million in the first quarter of 2019, compared to $1.4 million in the first quarter of 2018.

Investor Conference Call on May 14, 2019 at 8:00 a.m. ET
Read Answer Asked by karl on May 15, 2019
Q: My tfsa account has 110k.How much since inception has a person deposited including this year if max. deposit with no withdraws.
tnx u...
Read Answer Asked by tom on May 15, 2019
Q: This company continues to make the headlines with new contracts and good news... I know it is a Cannabis company which is overvalued based on current sales, revenue earnings etc, but they have a low P/S in relation to peers, positive EBITDA and positive cash flow from operations).

I own it already and recently asked a question after their 2nd quarter. Today they announce at $30 million agreement with Cronos Group for 18 months with an additional $30 million revenue potential PLUS a separate tolling agreement (which they also offer to multiple large Cannabis companies. They are close to EU GMP facility certification which will be a big step for them for sales to Europe and for medical cannabis sales. They have hinted at CPG deals in the works and with upcoming vape pens and edibles etc being legal in the fall it seems like there are lots of positive catalysts for this stock in particular. What to you would be a good way to value this type of company which focuses on extraction not dried flower sales. What are your thoughts on the recent deal announced?
Read Answer Asked by Michael on May 15, 2019
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