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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 note that Covid has ignited a lot of demand in modular construction throughout the world. Today's New York Times has a nice article spotlighting the increasing usage and it appears this is a long term upward trend. Dexterra is about the only pure play stock in Canada and it also pays a nice dividend. Fairfax is the largest holder. I think a long term holder will be amply rewarded.
Read Answer Asked by Murray on December 18, 2020
Q: Could you tell me when they report next and do you think they could possibly be a take over target with their new technology illumin is as great as they say it could be appreciate any other comments i am long on this stock with a price average of 5.20
thanks
Read Answer Asked by Greg on December 18, 2020
Q: Hi,
I have some questions about investing in a taxable account (non-registered) vs a registered account?
1) when to use registered vs non-registered accounts assuming money is borrowed (LOC or HELOC) where the interest can be deducted in personal income tax (high bracket)?
2) what is preferred (to lower tax) to use in case of non-registered account investment assuming one spouse (X) is in the top income tax bracket and the other spouse (Y) is low tax bracket? X and Y joint account or Y only account or X only? Again investment money is borrowed under HELOC (joint).
Thanks,
Read Answer Asked by Kapil on December 18, 2020
Q: If we were to see rotation into value and cyclical stocks in 2021, which 5 Canadian value stocks and 5 Canadian cyclical stocks would you recommend. And what are the probabilities of such a rotation happening? Tnx
Read Answer Asked by Jacques on December 18, 2020
Q: Hello Peter,
From what I have been reading: The cash positions within pension and other investment funds is at historically low levels. The trend over the past few weeks has been a shift from growth and technology to cyclical and value stocks.
On the flip side, the technology sector generally does well to start the new year.
I have done well with growth stocks mostly in the tech sector and have a couple of holdouts such as DXCM, AYX GH that have not performed. And I am also fully invested.
Should I look to raise cash by trimming my gains, which would be in tech, mostly US except for some CAD such as DSG, LSPD OTEX etc? Or, should I sell the growth holdouts for cash? Should I even raise cash and invest in cyclicals and value such as TT, RTX, US financials or any other you may suggest. Or should I just ride the growth portfolio into January and spring of 2021?
Looking for your magic eight ball answer.
Regards
Rajiv




Read Answer Asked by Rajiv on December 18, 2020
Q: Hi the great 5i team, what will be your top 5 hot growth sectors in the coming years? Please name top 3 canadian stocks within each sector. Thanks.
Read Answer Asked by victor on December 18, 2020
Q: Please pick 1 stock for each of Canada, USA and Global. No restriction on sector.
( use as many credits as required)

A. Shorterm buy for 3 to 6 month, momentum type buy, get out once it slows.
B. Longterm hold growth stock ( 5+ years), but you expect a quick rise in the shorterm.
C. Longterm hold balanced stock ( somegrowth, stable adn growing div), maybe something that has been beaten up by covid that provides a good buy right now.

Along the lines of $ fell into your lap from a long lost aunt's will or you cashed out of the bet you placed on bitcoin so have some fun/free money ....


Read Answer Asked by Tom on December 18, 2020
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