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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 Peter,
With the US elections and the senate win by the democrats, I was expecting that the US cannabis stocks would surge alot more than the Canadian ones. However, this is not the case and am wondering what that is.. For example. if you look at Aphria and Tilray, and Organirams, they have surged alot more than companies that are actually making money like Curaleaf in the USA .. Do you think this is because US companies are not surging as much due to them being on CDNX (not on TSX or NYSE) and may not be readily available for US investors..Also, can you comment on why Medmen is going through the roof in the last 5 days..? thanks very much
Read Answer Asked by umedali on February 09, 2021
Q: Just wondering about the wisdom of purchasing this stock just to capture the dividend then selling it. You would only need to hold it for the time period necessary to be guaranteed the dividend which would be just a few days. I suspect the share price would not drop substantially in those few days. I do not care about share price appreciation that one would get with a buy and hold strategy.
Read Answer Asked by Bradley on February 09, 2021
Q: hi, What yours thoughts for those Fund for 2/3% portfolio?
is it to expensive?
thanks jean guy.
Read Answer Asked by Jean Guy on February 09, 2021
Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David
Read Answer Asked by David on February 09, 2021
Q: 5i,

A bit more information for Yves question on WELL. The following from an RBC note on CRH may be the major concern.

“Uncertainty regarding potential loss of largest customer. In December 2020, CRH disclosed that its largest customer (United Digestive, guided to contribute ~20% of 2021 Adj. EBITDA to SH) doesn't intend to renew its service agreement with CRH, which would negatively impact CRH's results beginning in 2022. Negotiations are continuing.”

Read Answer Asked by John on February 09, 2021
Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.
Read Answer Asked by Steve on February 09, 2021
Q: What is your view on a core portfolio of the following ETFs: IEMG (12%), IEFA (23%), ITOT/ VFV (40%). The US ETFs would be in RRSP to minimize fees and withholding taxes while VFV would be in a TFSA. Both accounts would be supplemented with individual stocks from the 5i balanced/growth portfolios and a select few US stocks (CRWD, U, SQ, PINS, PLTR, NVDA) for Canada/growth exposure. Do you prefer Vanguard’s comparative US ETFs over the ones mentioned or are you largely indifferent? Thanks!
Read Answer Asked by George on February 09, 2021
Q: Hi Guys
How do you think Mawer International fund will perform going out 5 or 10 years, or would you choose Emerging Markets instead, Would China be a risk ?
Geographic Allocation
45.9% Europe Ex. U.K.
20.0% United Kingdom
14.2% Asia Pacific Ex. Japan
10.7% Japan
5.3% United States
3.9% Cash & Cash Equivalents
0.0% Middle East/Africa
0.0% Latin America
0.0% Canada
Read Answer Asked by Gordon on February 09, 2021
Q: What is your understanding of the retracement to the stock from the $9.80 to now under $9.00 when principals are willing to pay more than the market gives. What is the market skeptical about ? What are the reasons you think for the lack of enthusiasm ? Is this because of a dilution effect or something?

Thank you for your guidance.

Yves
Read Answer Asked by Yves on February 09, 2021
Q: USA is currently in talks with nickel mining companies in Canada, trying to alter it's dependence on Chinese companies supplying periodic table elements to them. Do you see a Canadian company/ companies benefiting from nickel supply to the EV market that are current producers, or in early development of mining that can fill this need that are undervalued. Alternately is there a royalty company supplying nickel. Which company would you pick.
Read Answer Asked by Ric on February 09, 2021
Q: Among these three companies, which would be your objective choice realizing that TT seems to be favored. But have the other two similar potential?
Thank you, Team
(My trading portfolio return was the highest ever last year, thanks to your excellent recommendations!)
Read Answer Asked by Sigrid on February 09, 2021
Q: As I approach retirement I am looking at transitioning more to ETF's (Cdn, US, Europe). Traditionally my comfort level is best when I own good quality divd paying stocks (hard asset to me).
Question: with etf's such as zwh, cdz, zwp (all owned), am I actually owning a basket of stock within those funds? Or do these funds utilize levers such as forward contracts, derivatives, indexes etc (which I have very little knowledge of) to generate their returns.
If not, are their cdn/us/Europe etfs with actual holdings that you can recommend
Read Answer Asked by Harry on February 09, 2021
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