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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: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!
Read Answer Asked by Kim on February 09, 2021
Q: I wonder if you think the risk level has risen in Couchetarde? The bmo analyst that follows the stock seemed perturbed when he heard Alain Bouchard saying unequivocally on a French language interview that he needs to be, wants to be and plans to be as big as Amazon and Walmart. I don’t think that it is ego pushing him to this. I believe he honestly believes this is the only way forward in the current market climate. Great if he could pull it off. But does this news not change the perception of this company from a relatively fast growth comfortably company to something far more risky?

Read Answer Asked by joseph on February 09, 2021
Q: This looks like a great opportunity to own a, if not the, leader in genetic testing and data, but it appears they will be losing money for several more years. Based on the current share value, do you have an opinion on the valuation and risk of investing in VGAC? Do you think it puts 23andme in play for Google or similar tech/medical giant?
Thanks!
Read Answer Asked by Mike on February 09, 2021
Q: In an earlier response you listed small caps that you liked. Are they in the order you would purchase (and do you always put responses to questions in the order you prefer)? Feb 2 21 5i I am interested in dedicating a portion of my portfolio to small & micro cap Canadian compagnies. What would be your top 10 recommendation as of today? 5I RESEARCH ANSWER: PHO, MCR, QST, WELL, XBC, STC, SYZ, KRR, CTS, AT,
Read Answer Asked by David on February 09, 2021
Q: Hello:

Doing a little cleanup and wondering if NA, BCE, SJR.B or HPQ are worth holding. For sure I have plenty of Canadian financial exposure without NA. I also hold Telus but wondering about dropping Shaw and/or BCE. HP seems to be on the upswing with COVID but is it a long-term keeper?

And then, if you think some can go, what might I substitute? NVDA for HPQ? Would US telcom companies be attractive?

These are held in RRSP, 20 year horizon.

Thanks for your excellent service.
Read Answer Asked by Marilou on February 09, 2021
Q: Is it time to start letting go of these long term bond ETF? Or do you see a role as part of a laddered portfolio? If so, what percentage of these long term bond holdings would you suggest at this point? Unless we have negative rates the only way is up? Not sure I believe that rates will be kept so low for much longer.
Thank-you.
Read Answer Asked by Debrah on February 09, 2021
Q: Good evening team,
Do you have any thoughts about this new BMO ETF 'ZCLN'. Please rank any other 'Green/Renewable' ETF's that you like - both US and Canadian please.
Much appreciated, Patrick
Read Answer Asked by Patrick on February 09, 2021
Q: If one believes that interest rates can only go up, should one own bonds as part of owning a balanced ETF or balanced mutual fund?
Read Answer Asked by D on February 09, 2021
Q: Hi 5i - I have very small positions in CRH, CZO and RHT. I was thinking of selling them and using the proceeds to buy a 2-3% position in WELL. Good plan, or would you keep any of the stocks listed?

Thanks, Neil
Read Answer Asked by Neil on February 09, 2021
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Read Answer Asked by Neil on February 09, 2021
Q: What are your thoughts on Blue Sphere Corporation (BLSP)? Is it worth buying?

Thanks for the great service
Read Answer Asked by Hector on February 09, 2021
Q: 2 questions: Take as many points as needed

I own VFV in all my accounts, RRSP, TFSA, Margin. It is my biggest overall holding. I know you like IWO, so I'm wondering if it would make sense to sell VFV and buy IWO, just in my TFSA account for more growth. Do you see IWO outperforming VFV? What would make it underperform?

Also, I own BFAM through your recommendation in Investor Suite. Do you see this stock doing really well if the world gets back to normal, and people need more child care services?

Thank you for all that you do.
Read Answer Asked by Ed on February 09, 2021
Q: Pls comment on the earnings of each and if you would buy more, hold or move on. Thank you.
Read Answer Asked by Paul on February 09, 2021
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