Investment Q&A

Q: Hi 5i team,
I am looking to increase my 'energy'/utility sector by adding two of the following ETF's ICLN, LIT, TAN, or FAN. I do not own any traditional energy stock/ETFs. Concurrently, I would like to increase my US and international exposure. I currently own the following relevant stock/ETFs.
Utility: BEP, AQN
US: VGG, ZSP, XQQ, IWO
International: XEF, VE, ZEM
Which two ETFs would you recommend based on long term growth expectations and geographical diversification of portfolio?

Thank you.

Q: For Form T1135 purposes, are these 2 companies considered Canadian not US?
Thank you.

Q: Good Afternoon 5i Team,
Can you please rank these gold companies from best to worse based on forecasted growth in the next 2-3 years and please briefly explain why.
Thanks!

Q: I was wondering if a managed portfolio account with one of the "wealth management" departments at a large Canadian bank (RBC, BMO etc.) is charged transactional fees for securities buys and sells in addition to the quarterly % fee?
In other words, if a stock is purchased in such an account is there a "hidden fee" added to the ACB (adjusted cost base) for the transaction?
I've noticed that on the monthly statements the "unit price" for purchasing a Canadian equity usually has 3 decimal points for the unit cost. That leads me to believe that they are including a fee in the unit price which distorts the unit cost. Am I wrong?

Q: Hi Peter,
What can investors expect from TCS when they report Q2 results on Dec 3rd?

Thanks

Q: Hello.
This question may cause some issues or even an uproar amongst some of your members but we live in a free society and I am entitled to question what I feel like and air my views and opinions as I see fit.
China, for most part has been a bully to Canada including other counties like Australia and India. In my view , we should be moving away from Chinese companies, not working with them. I for example sold my position in SHOP purely because of their alliance with a Chinese company.
Many of these companies have bad work ethic not to mention stealing of information. How can we trust them?
Why would a Canadian company like SHOP do something like this when our relationship with China has never been worse. We should be boycotting them until they clean up their act.

Thanks

Q: In a follow up to a previously asked question on REAL by Gilles, what can we expect when it reports, $46 Million in revenue. Are you sure? Their last quarter came in at $118 Million according to Morningstar.

Q: Are you familiar with this company and its transaction with Golden Nugget Online Gaming? Would this be a good buy or a speculative buy?

Craig

Q: good evening, my portfolio analytics suggest that I invest more in industrials and consumer discretionary. I have holdings in Magna and Nutrien and can add to them both as well as find other dividend paying Canadian companies in these two sectors. I am a long term investor. Can you suggest candidates please.

thanks, as always
al

Q: Comments any your opinion please on NVDA latest earnings. Market reaction seemed pretty subdued.
Thank you

Q: Thinking of buying DOO after recent decline from $75.83 on Nov5. Reporting on Nov 25,-what is the estimates for eps & revenue? Is it timely to buy or you have better choices,say REAL TCS Txs for u usual great services & views. Peter ,you were great as usual on BNN,& so popular that I could not get in.BTW,bought KXS & PLTR,2 of u top picks

Q: First I have to say thank you! My RRIF and TFSA are certainly healthier due to info gained from 5i over the past couple of years.
My questions pertain to my Rif where I have recently inherited 2 mutual funds; Dynamic 1560 Strategic Yield Fund and Dynamic 031 Global Dividend Fund (mers 2.15-2.23%). The remainder of the Rif is comprised of Canadian stocks; old TSX 60 stalwarts and/or stocks from your income or balanced portfolios. The Dynamic funds each account for approximately 20% of the total Rif and around 13% of total investments.
Questions
1. Are there better ETFs/Funds you would suggest for exposure to US and global markets?
2. What is a reasonable weight for an individual ETF/fund within a portfolio?
3. What is a reasonable percent of one's portfolio to allocate to US markets? and to global markets?
TIA
(Good to see Peter on BNN yesterday.)

Q: I am looking at these two companies (one or both) for my TFSA which I use for my more aggressive investments. I believe the sport gambling and the e-gaming sectors offer explosive growth but there of course will be winners and losers. They both have big name backers.
Your opinion ( financial strength, management, etc. )of these two would be appreciated. Do you like either or both? Any other favourite Canadian alternatives ? Thanks
Derek

Q: Would you consider DIV a solid play as we progress through vaccine talks for a recovery?

Q: I am in my early 80's ,have large capital gains and plan to stay invested in equities as my parents lived to over be over 100.
I believe that the capital gains inclusion rate will be increased to 75% as early as December 31,2021 which is 50 years since the capital gains tax originated.
As a result I intend to begin selling the equities with the largest gains with a view of buying a portion of them back after leaving enough in cash to cover the tax.
Can I repurchase the same day or do I have to wait until after the date of settlement?

Q: Is ATS Automation a good long term hold?

Q: Is there a great deal of difference between ayx and pltr in terms of what they do?
How much does ayx deserve to be in the penalty box for their recent results/outlook? You seem to have cooled off on this name considering recent answers.
Thanks

Q: Hello Folks:
I owned Costco for a number of years, however moved into Loblaw as Costco has become so expensive. Costco continues moving higher while Loblaw remains stagnant. Is it unreasonable to switch back to Costco, or are there better options?
Thank you for your good service!
brian

Q: What is your opinion of ARK Innovation ETF. Is now a good entry point if you think it is a good investment

Q: I sold a put, $44.00 strike price, expires April 16, 2021. Was wondering how WFT takeover will affect my option?