Investment Q&A

Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM

Q: What are your top 5 US & 5 Canada stock picks for 2020 for a longterm hold.

Q: What is the difference between the two.

Q: Wondering about the recent stock split , it doesn't seem to have changed anything noticeably , please explain .

Thanks

Q: Most mj stocks are down -80% from their "highs"

Was this a market bubble much like jr mining stocks in 2007? Were participants led by greed to speculate in assets which they did not know how to value?

Q: Frederick Vettese, author of "Retirement Income for Life: Getting More Without Saving More" , advocates strongly for the purchase of annuities to add certainty to a retirement portfolio. He suggests annuities should comprise 30-40% of one's total portfolio, with the balance made up by equities. He does not advocate for the inclusion of bonds as returns are currently low and, he estimates, will remain low for some time. What are your views on annuities? And do your views change if the investor has a defined benefit pension? Thank you.

Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave

Q: REITs haven't performed well of late. Looking into your crystal ball, would you see their performance picking up later this year?

Q: How long after the conversion on Jan.01 can we expect Boyd to be listed on a U.S. exchange?

Q: I have noted that XSH and ZCS have outperformed VSB every year since their respective inception years. Do you expect this outperformance to continue? In what scenario would VSB outperform XSH or ZCS? Even during recent market downturns (2015, 2018), VSB has underperformed. Thank you.

Q: OK! I want to be in Marijuana when it hits legal all USA States. I am leaning to Evolve ETF . I am going to go into this sector, so where would you go to take a flyer here?

Q: Hi 5i Team,

I have heard that the short sellers of Tesla stock have held the price from going up. Since the recent rise to +420, this is maybe a bit late to ask. However, I have always believed there are buyers and sellers, and that folks who short are simply believing the stock will go down. But, can a significant number of short sellers influence the market and actually help the stock go down ? Thank you for your superior service. Perplexed and curious 5i fan.

Q: Do you still see A.O.Smith as a reasonable investment or is it time to move on?
With apprreciation,
Ed

Q: I know you don't follow many US stocks but I was wondered if you might have anything on this company. I was thinking of starting a small position.

Q: On their web site, Brompton says this ETF is up 30% on the year. The Globe has it up 13%. Which is correct and what do you think of this ETF? Would you prefer another for European stocks?

Q: Happy holidays 5i team
What has a higher rate total rate of return over time...small cap, mid cap, large cap? I would imagine the geography makes a difference so maybe you could base it off the US exchanges please (We are rather sector concentrated here). Is risk in small caps vs the stability and dividends in large caps or mid caps create that sweet spot? Which is most worthy of investment? Are there statistics to back it up? I have heard you respond that mid caps tend to be your favourites. I understand they offer that nice balance and they are influenced by financial managers through purchases as they grow/ if they grow, but is there proof that they are better through time as a group? Any equal weight ETF's that cover a specific range in capitalization across sectors? Thank you

Q: I was thinking of buying into A&W consistently over the next 3 to 5 years. What do you think about having good old A&W as a very long term holding?
They keep raising the dividend and adding new stores to the Royalty Pool every year. I also personally love their food. I do not want to trade a lot. Looking more so to buy and hold.
It is 2020 now and I can see A&W lasting for at least another 15-years with positive SSSG. Was hoping on owning this company until 2060.
Would love to hear your thoughts.

Q: I have a losing position in TFI in my TFSA. I'm thinking of adding to it. What is your opinion? Or would it be better just to add money to BIP?

Happy New Year :)

Q: When would it be a wise decision to also list on the US Nasdaq platform rather than only on the TSX exchange. There are financial costs and other issues that must be taken into consideration but also being listed in the US would improve the stock price.
Clayton

Q: Happy New Year gentlemen.
I know it is an apples to oranges comparison, but where would you deploy an infusion of cash for a 10 year hold? Already hold both, looking more at growth than income at this point.
Thanks