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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: Hello,
2 part question regarding the above companies for a 30 year old investor with a 10+ year hold horizon:

1. In a TFSA account I currently own BNS and BUS. Would you swap these 2 out for LSPD, KXS and DND today? If so, would you please rank the 5 companies in order of preference in a TFSA account?

2. I have some cash to deploy in my RRSP account. I was wondering if you could also rank the following companies to buy today once again for a 30 year old with a minimum holding period of 10 years: BAM, BIP.UN, BIPC (in case you think that one is better than the other in an RRSP), BNS, XIU and VEQT. I would be able to purchase 3 of the 6 mentioned so what would be your preferred mix in this case?

Thanks for your help!
Read Answer Asked by Antonio on March 08, 2021
Q: Hi,
Could I please have your opinion about the iShares Core 1-5 Year USD Bond ETF (ISTB). YCHARTS shows a 1 year return of 2.59%, MER of 0.06% and AUM of $4.856B. Shown as well is a 47% allocation to 1-3 year bonds and 43% to 3-5 years with only 6% long-term.. Do you think this is a solid choice for a US bond fund if one is looking for an intermediate term fund?
Thank you, Michael
Read Answer Asked by Michael on March 06, 2021
Q: Do you have suggestions of companies (hardware or software, small or large cap) that would stand to benefit from increased investments to upgrade the US electrical grid (regional or local) in view of the Texas event and the general increase in electrical demand due to EV use?
Read Answer Asked by Christian on March 06, 2021
Q: some 5I stocks in definite downturn last few days. Out of your growth portfolio which 5 are the best to buy/increase a position in?
Steve
Read Answer Asked by Steven on March 06, 2021
Q: I would like your comments on FLGT's Quarter and future guidance. It looked like a blowout to me but the market reaction seems quite muted at the time I am writing this. Guidance is also impressive, calling for revenues of $800m in 2021 a 90% yoy increase after an impressive 2020. FLGT has great margins of around 50%, so 4X next years sales tells us its trading around 8 times next year’s expected earnings….8X forward P/E is what you might expect on a sleepy, slow-growth stock. What am I missing, or is this simply being ignored on a bad market day? A Buy?
Read Answer Asked by Scott on March 06, 2021
Q: Looking to add a transport for my industrials sector exposure. I have a bit of cargojet. I'm about breakeven. With the recent pullback, thinking of high grading and dumping cargojet for CNR or TFII. Wise decision? If so, which do you prefer?

Thanks!
Jason
Read Answer Asked by Jason on March 06, 2021
Q: To Claudettes question. The unemployment benefit news came out at 11:30am stating the unemployment benefit was reduced from $300 to $400. One could deduce people view this as the first of many hits to the 1.9 Trillion infusion which investors seem to see as the trigger for inflation.
Read Answer Asked by Don on March 06, 2021
Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.

What do you think of MSFT or FB ?

Which of these would be safer and have more upside with a time frame of 5+ years

Thanks
Read Answer Asked by HARRY on March 06, 2021
Q: Hello 5i Team
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.
Read Answer Asked by claudio on March 06, 2021
Q: Checking my daily charts, and something seemed to have changed just before 11:30
today. Numerous charts turned up - PLTR SQ CRWD DOCU GNRC FRPT etc.

Do you know of some news report?
Read Answer Asked by claudette on March 05, 2021
Q: As a relatively new investor, I am not sure what to do with Unity Software (U). I am currently down 40% since I picked it up leading to its earnings report which was not horrible. Since I am new to investing, can you offer some advice on how to approach this situation. Is it time to cut my losses and put it into something else? Or is this just a matter of picking it up at a bad time just before earnings that did not meet market expectations and now this big sell off in tech? Should i just take a deep breath and give this one the appropriate amount of time (how much time would you suggest?). I am trying to not be an emotional investor with such a loss so your advice would be greatly appreciated.
Read Answer Asked by Justin on March 05, 2021
Q: The CBC has an article today ( https://www.cbc.ca/news/business/instalment-loans-payday-lenders-criticism-1.5936331 ) about the high fees being charged for high risk loans. Reading between the lines, there appears to be some speculation that the government will make changes in the next budget to drop the allowable interest rates being charged. Given this possible development, what is your view about the risk to GSY?

Thank you for your excellent advice and this wonderful service!
Read Answer Asked by Dale on March 05, 2021
Q: i am curious as to why you have ignored the oil market in your portfolios.

i await your answer.dave
Read Answer Asked by david on March 05, 2021
Q: Hi Team,
After a record year, my portfolio is getting smashed. (22% down already from peak). Very gut wrenching. I am heavy quality tech names (most on your favourite US list) as I believe long term this is where the most growth is in the world today. Question now is, does a person continue to hold at this point? Sell out? Or try to add? Also, do you believe the 10yr bond yield at 1.5% is really this big of concern for the fundamentals of these tech companies? I find a lot of the quality tech names have very little debt, and when they do need money often raise money using their high share prices instead of borrowing debt anyways. Your thoughts please on the current situation? Thanks
Shane.
Read Answer Asked by Shane on March 05, 2021
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