Investment Q&A

Q: If you were to pick 2 0r 3 sectors that might outperform this year in the Canadian Market, what would they be ? Could you suggest 2 or 3 dividend payer in each of those sectors. Thanks so much. Don

Q: Hi 5i, do you recommend buying SHOP at $1380, with a possible sell at $1480?

Q: Can you please post the total return for the S&P 500 and TSX for both 2020 and 2021. Thx

Q: With the recent shift from growth to value I was hoping to add a bit of Canadian Tech with XIT, instead of picking away at CSU, GIB.A etc individually, as these are all held within the fund. Can you let me know your thoughts on this or a proxy to XIT? XIT seems quite expensive with Management Fee's 0.55% and Management Expense Ratio (MER) 0.61%

Q: For diversification purposes, which non-US ETF will be better VE or ZEQ?

Q: Follow your balanced portfolio. Please give me 3 names that you would add today. As well 2 income based dividend stocks that are not in youe balanced model portfolio. Thanks for your great service. Happy New Year.

Q: I owned CXB and it more than doubled. Then I wanted something a little more established so I put the money into KL. It started off well but then I ended up down 20%. When it merged with AEM, I sold KL for the tax loss and bought AEM thinking the combined company looked like a really good gold company. Now I am down 4% on AEM. This now amounts to less than 1% of my overall portfolio. Gold is supposed to be a stabilizer in a portfolio but I have lost faith in it. I certainly don't want to buy more. Do you think someone should have a little gold in their portfolio?

Q: What do you see as potential growth prospects for this company? I’m considering selling my shares in it, in favour of a business with greater growth potential longterm. Thank you.

Q: got to say, very pleased with my new subscription to Canadian Money Saver......what value for the price relative to the content, including past magazines........as for the content, especially like the income tax updates and also the estate planning articles that reflect where my interests are nowadays
also, thanks for the answer on January 4th about the key investment prediction for this year......me, keeping it in my view going forward in 2022.........Tom

Q: Any idea why KSPI (London) is down 25% this morning?

Q: Hi 5i, do you consider BAM.A a good purchase at $73?

Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?

Q: Xylem is rated a 'sell' by Raymond James. 'Sell' ratings are not too common among analysts so I would appreciate your opinion of the company. Would you recommend an alternate water stock to replace XYL?
With appreciation,
Ed

Q: I do not own any REITS but would like to start. Could you give me 2-3 Canadian REIT picks and would you include HR.UN after the big drop yesterday?

Q: Hi 5i,

Has anything material changed your view of this company? It has smashed through its 52 wk low, and if still a good story then I'll stay put. Do know when it will be profitable?

Thx.

Q: Retired dividend-income investor, who trims-adds around core positions. I own XIT (my proxy for tech) in my TFSA and have been trimming as dictated by my asset allocation targets. Done very well with XIT.

Q#1 = Looking to start adding again...where would you step in?

Q#2 = A related question is regarding the recent sell off in tech. A BNN guest said that this current drop is way overdone and sees tech at least 20% higher by year end. Your thoughts?

Thanks...Steve

Q: Please provide your current comments on whether these two companies are good investments at this time. What is their potential for growth and what risks do they face in an inflationary environment?

Thank you and a happy new year to all at 5i

Stella

Q: Re: the previous year's total return for the TSX, XIC the i Shares ETF says 25.06% and I have seen other numbers close to that. But the yearly performance without dividends is said to be 21.07%. So two questions: 1. What is the correct number? 2. If it is 25.06 or close to it how can that be so much higher than 21.07? The composite dividend yield was not 4%, correct?

Thank you!

Q: Do you still like this stock? It seems that it is not holding its own in the bitcoin space. If you do not like this stock ,would you suggest an alternative? I realize that the bitcoin space is speculative. Thank you for your reply. cheers

Q: Hello Peter,
There is a lot of chatter about rotation to value stocks. Nuvei and Lightspeed are growth stocks, but after the short report, are they getting into value territory and if so, would you think this is a good time to enter those names with an initial position? Also, from your experience, why would a short report damage the stock for longer period (as in case of Nuvei and Lightspeed) when the market liked those at higher levels but now all of a sudden, institutions don't seem to be backing up the truck. Could this imply that the short report had some merits as i would have thought as a minimum, the leaders in these companies would have stepped up and bought more stock? Lastly, if inflation is a concern, would an etf for banks like zeb a better choice than individual banks? Thanks very much.