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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 these 7 stocks, they comprise about 30% of the equities I own, in part because the their stellar performance in recent months. Two parts to my question: first, though they are all categorized as "tech" ( well, maybe not Goog), I am trying to get a sense of how different they might be from each other so that 30% is better diversified than the label they fall under might suggest? Can you briefly describe the underlying businesses of the 3 Cdn ones and indicate if you see all 7 as diversified. Second, if the stock market should hit another significant pull back (like March or otherwise), would these 7 be resilient enough to avoid major losses, and are some better than others in this regard? Thank you for your excellent service.
Read Answer Asked by Leonard on July 09, 2020
Q: Hello 5i Team:

Thank you for your answer about DGRC today. With hindsight, I shouldn't have included VCIP in the same question! Here it is again as a separate question:

I know from your answers to other members that weighting is personal/that bonds despite all the bad news still play a role in one's portfolio/Short bonds are probably better than long bonds.
I have your Portfolio Analytics service and my input suggests 60 40 split. (Inputting data in PA is a work in progress!!)

With this mind, may I ask this question?

What would your suggestions be for retirees: 40% Fixed income .
All in something like VCIP. Or divide them into different boxes? VSB/VAB/VSC etc., Or some other ETFS?

40% is a lot of money to be in one ETF, no? Or these multi layered ETFs offer enough diversification?

Thanks.
Read Answer Asked by Savalai on July 09, 2020
Q: Thx for all your terrific guidance. I am looking to add two more growth names. I am deciding between AVLR, XBC and ABBV. What would you rank them in order for strongest growth, and secondly what would you rank them from least risky to highest risk.

Thanks so much,
Brian
Read Answer Asked by Brian on July 09, 2020
Q: What would be your top 5 gold picks, mid cap or small cap?

Thanks
Read Answer Asked by Amy on July 09, 2020
Q: I own Gib its okay. is otex or acn a better choice
Read Answer Asked by thambirajah on July 09, 2020
Q: Can you please provide your outlook on the company? I’m at at 15% loss on a 2% position. I averaged down this morning and bumped it up to a 3% position. Why is it idling while the payment space in is on fire ?
Do you think it’s worth exercising a bit of patience with this one?
Thanks
Read Answer Asked by Karim on July 09, 2020
Q: I have 3.0 % in BIP.UN.CA and .73 % of BIPC.T. Wondering if I should have a position in both. Both are held in a Registered fund. No tax issues. Your comments.
Read Answer Asked by David on July 09, 2020
Q: Everyone seems to love Brookfield. But looking at it, the financials / accounting are to say the least convoluted, leverage is very high and two of their entities, BPY and BBU, look like they could be in some difficulty. I don't own any of the stocks but I own some of their debt and I am somewhat concerned. Am I way off here?
Read Answer Asked by Alex on July 09, 2020
Q: Are you aware of any funds comparable to this US fund available to US investors only but not Canadian investors. Its very focused with the top 10 positions accounting for 60% of the fund with CSU being one of the positions and the results are very impressive with a very low turnover. Mawer seems somewhat similar but not as focused.
Read Answer Asked by blake on July 09, 2020
Q: Please comment on the last reported results from the company. The stock is down a lot from recent close of 40 cents. What do you think of the prospects of this company?
Read Answer Asked by Imtiaz on July 09, 2020
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