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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: I am converting an all stock portfolio to the sample ETF Growth portfolio. Which ETFs would you put in the TFSA? Thanks.
Bill
Read Answer Asked by Bill on June 24, 2019
Q: HIi, I am looking to renew my Canadian Money Saver subscription. As a long time 5i research member Is there a promotion code that I can use to get a discount on my Canadian Money Saver subscription?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on June 24, 2019
Q: i currently hold rsp and voo in my rif account. Is this too much of an overlap and should I consolidate or just keep them as they are? If I keep them as they are and am planning to add more money which one should it be? I know that you have often mentionned that you like a market weighted approach. Thanks for a wonderful service
Read Answer Asked by joseph on June 24, 2019
Q: Good Day All,
I am increasingly convinced that AI will be a growth area as we move forward and would like your recommendations for the best ETF and best individual Canadian stock to play the sector over the next 3-5 years or longer.
Thank you
Read Answer Asked by Robert on June 24, 2019
Q: I have a full position in TOY and am starting to lose patience as I’m now down 24% in a year and don’t really see any positive momentum building given trade tensions and indications of an economic slowdown. I’m considering selling half or all to move into a more positive growth story as things stand today. As an example, I recently sold a half position in SIS and bought LSPD with very positive results. I would possibly buy more LSPD with the understanding growth=risk. Security and diversity are covered in other parts of our portfolio; these growthy stocks are in our TFSAs where growth is our only consideration. Given the objectives of our TFSA accounts can you make a case for keeping, selling half or all of TOY at this time.
Read Answer Asked by Warren on June 24, 2019
Q: Hi there, I've been invested in TSX listed stocks for the last few years. I recently transferred over a small amount (~2%) of my portfolio into USD thinking of buying Slack. This would be my only US holding. My question is, what would be your favourite listed US stock at the current moment if I were not to buy Slack? I am an investor who mainly follows your BE Portfolio with a tilt towards growth (ie: swapped a handful of names and replaced them with GSY, SHOP, LSPD etc).

Also, the market looks like it's been running up lately. Do you think we're possibly going to dip in double digits later this year (similar to last year's dip)? I've been hearing that earnings haven't been that great so far.

Thanks!
Read Answer Asked by Michael on June 24, 2019
Q: In assessing my portfolio weightings, I am wondering if most companies in a given sector should largely be expected to act similarly to events or will the across the board reaction differ from sector to sector? I would expect, for example, to see most REITs drop if interest rates were to rise or most oil companies not do well if the price of oil drops.

But I wonder how "homogeneous" the tech sector is. I currently hold full positions of KXS, SHOP, GIB and CSU. To me, these are all rather different kinds of companies. For example, GIB has a lot of recurring sticky government business, SHOP is growing in the retail sector and KXS is a smaller company selling to worldwide industrial companies. In your experience, would all these stocks be likely to drop (at least to varying degrees) in a tech sell off or are investors a bit more discerning than that? The reason for my question is to help me decide if being a bit overweight in tech is as risky as being overweight in utilities might be as I would expect every company to decline by similar amounts if rates rose.

I would like to add Lightspeed to my holdings but not at the risk of increasing my risk in my overall portfolio.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 24, 2019
Q: Hi Team,
How much weight should one place on "short interest" (in terms of # of days to cover) when considering a stock for a position.
Cheers,
Read Answer Asked by Harry on June 24, 2019
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