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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 have 7% invested in ZWU covering the Canadian market plus I hold ENB, KEY and ALA individually. I do not have any exposure to the energy, water, electric or natural gas utilities which operate in the USA. Thus far there have been no questions on this fund, PSCU, and I would like to obtain your assessment of its prospects going forward. This interests me in that it holds smaller cap stocks which are always there for being acquired by a larger firm although I am not considering this fund specifically for that reason.
I am retired so dividends/distributions are important but equally important is fund security. May I have your opinion.
Thank you
Read Answer Asked by Ronald on August 31, 2020
Q: Hi, thanks for your great service. I am interested in investing in healthcare sector - specifically continuous glucose monitoring devices - US and International. What would be your top stock choices in this area and why? 3 year hold. Thanks again.
Read Answer Asked by Lorraine on August 31, 2020
Q: Hello 5i, I purchased these stocks at a much higher (higher) price. As we approach tax loss selling , which ones are worth keeping? and which ones sell now?
Thanks for your great service.
Carlo
Read Answer Asked by Carlo on August 31, 2020
Q: Often it is mentioned that management of Well sold their prior company, Tio Networks to PayPal. Was it a huge premium to the share price when they sold? I can’t find any info on Tio Networks,
If Well goes on an acquisition strategy do you think they would do an equity financing to raise money. I always seem to buy a company just before they decide to raise money and the stock falls as companies seem to raise money after a huge run up in the stock and then do a bought deal at a significant discount to the market price and individual investors are blocked out of these deals,


Read Answer Asked by Helen on August 31, 2020
Q: After many years I still remember when gold was a great investment until the day arrived and it was not. Also silver was hot (remember the Hunt brothers?) The memory lingers because I lost a few dollars in the process.
Since then I have stayed clear of precious metals however perhaps the time has arrived (late of course) when I should reconsider a small step back into the arena.
Do you believe FNV may have a chance of restoring by belief in the future (five years) of the precious metal market? In other words should I take a small position or wait for the next shoe to drop?
Thanks
Read Answer Asked by DAVID on August 31, 2020
Q: Hi Guys,
I would like your expert opinion on the following stocks, VOYA, BMY, GM and EQH. My portfolio contains a combination of growth and income stocks. Would you consider the aforementioned to be buys, holds or sells?
Read Answer Asked by Bob on August 31, 2020
Q: Over the years I have built up our position in V, to the point that today I have 4X more invested with V than PYPL, all within an overall appropriate allocation. Would you advise to rebalance between the two, with a view to long term growth - more like 50-50, or what would you advise?
Read Answer Asked by sam on August 31, 2020
Q: Hi 5i gang,
I suspect that travel-related stocks are at their bottoms or nearly so. My impression is that airlines will be first sub-sector to rally, especially if the U.S. government goes ahead and sends them big stimulus checks that are being rumoured about these days. Given this context, which airline companies in your opinion have the best prospects of returning to their prior Covid-19 levels?
Robert
Read Answer Asked by Robert on August 28, 2020
Q: What is your opinion on using VCIP as a 'slightly riskier than cash' investment vehicle for a holding period of 6-12 months? It is obviously riskier than HISAs/GICs/PSA, but do you think it is riskier than XSB/VSB/HFR? There is an equity component to VCIP, but given its greater diversification compared to XSB/VSB/HFR, I wonder if, paradoxically, it might actually be 'safer'. I note that when the pandemic hit, even VSB/HFR fell quite precipitously. Would you advocate a mix of VCIP/VSB/HFR instead? If so, how would you weight the three? Thank you.
Read Answer Asked by Walter on August 28, 2020
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