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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: Hi I appreciate your service greatly. I realize the new clean fuel standard by the government is being digested by many, but I suspect 5i is reviewing the situation. A couple of questions. For a company such Parex (PXT) which produces and sells in a foreign land, will this have any effect? Would this encourage a company such as Vermillion(VET) to shed Canadian production and concentrate on its foreign holding? and perhaps reincorporate in a foreign jurisdiction?
Read Answer Asked by WILLIAM on December 22, 2020
Q: i have to be aware of the one answer begets another question syndrome but when you say
While we are not scared of high valuation stocks we prefer to do this on more-reasonably priced companies in case the entire market rolls over.

i have to ask what specific companies you might have in mind?
thanks
Read Answer Asked by joseph on December 22, 2020
Q: Hi group i would like to sell something so I can buy CRWD. Do you think this is a wise move at this point in time. i see the need for even more security going fwd? - your thoughts please Following is a list of my holdings if you agree with buying CRWD (or have i missed the boat (its almost beck to its 52 week high ) what would you sell to accomplish this ? SU, MEG, TOG , MX, FTS, GUD, DOC , ATZ , LNF , ENGH ,DSG ,LSPD ,CSU , BNS, GSY, TFII, BYD, KXS, WSP, GILD, COST, AMZM, IWN, MSFT , AAPL, BABA, ITP, BAM , BEP.UN MG , J, MLM, W , WEF FN , AEM , GLD, GDXJ, GDX, MAG, WDO, EQX, SIL, USA, Thanks for your advise Happy holidays to you and your group
Read Answer Asked by Terence on December 22, 2020
Q: I know you don’t have a crystal ball but might this be the time to consider shifting sectors from technology to Clean energy. In this case my question would be shifting from XLK (up over 50 %) to TAN and the solar energy components. Thoughts ?
Read Answer Asked by Dennis on December 22, 2020
Q: The answer given to your client who has an account with TD sounds like a load of crap. They make it sound like they were paid in cash. They were given the total number of shares allotted to them to be distributed to each client account.
The way they put it , if the total number of shares they held in trust was odd, they would have received just one extra share. So where did the cash come from that was paid out for each half share? Need a lawyer to figure this out. Above my pay grade.
Roy
Read Answer Asked by Roy on December 22, 2020
Q: i am thinking of taking a position in one or all of these high performance etfs in order, which ones, do you favour? could you possibly suggest suggest some other etfs or sectors that i may take a look at (dont mind taking the risk) more than 1 question here Kindly deduct my credits accordingly
Read Answer Asked by terrance on December 22, 2020
Q: Hi. My materials is a little low. I've noticed you've been recommending Teck lately. Would you consider it better than CCL? Or is the something else you prefer in materials? I already own BTO so not looking for more gold.

Thanks to you guys I've been rewarded with a 30% return this year! Best of the season to all!! Thank you for the fantastic service. I never hesitate to recommend you to others.

Ian
Read Answer Asked by Ian on December 22, 2020
Q: Hi Guys
I have owned Atco in the past, and at one point replaced it with Emera that I have done well with too. I noticed today that although they have approx. the same PE, and dividend yield (both yielding about 4.7%) the payout ratio on Atco is only 36% versus 85% for Emera. I was thinking if there was an opportunity to capture a bit of value, and stock appreciation going forward I might swap my Emera for Atco. Your thoughts? Which company do you favour at this time?

Thanks
Stuart
Read Answer Asked by Stuart on December 22, 2020
Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?
Read Answer Asked by Maureen on December 22, 2020
Q: Good morning, The year end once again brings us the many different opinions as to what lies ahead in 2021. I have read several analysts giving their overweight and underweight suggestions and am struck by the fact that some are overweight financials and utililies and others are underweight. With so many different opinions, I believe one has to choose who makes sense and once again, I choose you. In terms of sector weightings what does your crystal ball say? Of course it can vary, whether one is income or growth focused but with that caveat in mind, what do you think? Thanks
Read Answer Asked by alex on December 22, 2020
Q: Hi 5i team,

Currently I own in my TFSA the following stocks: CSU, DSG, KXS, OTEX, PHO, REAL, SIS, WELL, XBC, NVDA,VALE and PDYPF (Thanks to SHOP my TFSA grew considerably)
I would like to keep in TFSA only high growth stocks. After reading some of your answers it seems that CRWD and U are good candidates to add.
Please advise which stocks should I sell or move to my cash account to make room for mentioned stocks.

Becoming a 5i member was the best decision ever, thank you for you guidance and amazing service. Reading the Q&A became my daily morning ritual while drinking my coffee.
To all the team Happy Holidays.
Read Answer Asked by Svetlana on December 22, 2020
Q: Hi 5i,
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.
Read Answer Asked by kwokwai on December 22, 2020
Q: Hi, Peter, I have watched CSU for a long time but always hesitant to finally purchase. With the spin-off date set, is it better to buy CSU now than afterwards? Is CSU a good buy at this time for 5 + year hold in a RESP?
It looks like 5 shares of CSU (1.859817814) yields 9 shares of topicus as long as the purchase is made before record date. So 5 shares might be the optimal minimum. Does the purchase have to be completed before Dec 23? Your insight on this is much appreciated!
Merry Christmas to you and your family!



Read Answer Asked by Ching on December 22, 2020
Q: Good morning Peter and team,
I know you have answered this type of question in the past but I have tried multiple options in the Search by text function without any luck.

Do you have any recommendations for reading material for a young adult new to investing? In particular, I am trying to steer him away from thoughts on getting rich quick by picking stocks he sees marketed by youtubers or "stock gurus" hawking their ideas on the internet.

Many thanks,
Rory
Read Answer Asked by Rory on December 22, 2020
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