Investment Q&A

Q: Greetings 5i,

I'm looking to decrease some of my US investments and want to sell XUS (I also own VFV). I'm looking at either VIU or XEF as a replacement for XUS. Does this make sense and if so do you have a preference for either of these ETFs or would you recommend something else as a replacement?

Thank you.
John.

Q: Pls comment on North American Construction Group qrty earning and this company going forward.

Q: hi
do you see any data/signs of money flows out of US markets. I am wondering if there is the start of loss of confidence in the US markets for foreign investors (and domestic) vis a vis the current government?
Further, where do you see money flowing into right now or shortly ( China, Europe/Germany, Canada )?
cheers, Chris

Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )

Q: Hello,

Why the significant drop today? At what price would you recommend buying?

Thanks.

Q: What am I missing here? This is a bond fund with an almost 12% payout? Is this something you can put $100k in and get $12k paid out every year forever? I get that it does covered calls but it just seems too easy. It completely trashes the TSX yearly returns with far less risk?

Q: With interest rates predicted to trend lower do you foresee more upside for utility stocks barring any Trump whims of the day ?

Q: Hello 5i Team
If I own shares of BRK CDR of greater then $100,000 in my RRIF account do I need to fill the T1135 form?
Thanks

Q: A bit of an earnings miss, but the future is looking promising. Your opinion going forward please.

Q: Can I have your view on lassond industry please. Thx

Q: The factsheet of these ETF’s says that they have 2 and 4 million dollars of assets under management. How will these ETF’s gain popularity over the coming years and will that push the price up?

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Q: Hello 5i
I wonder if you would enlighten me on another aspect of your option selling. I know the object is to create premiums. But, psychologically I feel that I have lost if I buy back a stock which has risen and been called away. For instance, last month I sold a call on shop US for $94. Now, it is $100. Would you let it go, buy it back at the new price and sell a new option; buy back the call and sell another option or let it go and buy another stock that may be better priced to sell an option on. The answer is probably obvious for you. But, I am a bit muddled on this
Thanks as always

Q: What are your top 5 small and mid-cap US stocks currently for growth prospects? Please could you rank in order of preference. Thank you!

Q: PSI seems to be going nowhere since 2002 though it is good for dividend. Even though a value investor I am thinking of selling PSI and taking a position in GOOG at $166. I also have MSFT and a few other growth stocks. At that price is it OK to take a position in GOOG or is it too late? I have a time frame of 5 to ten years for this 80 year old.

Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Q: Hello, what is your opinion of UTES? I understand it is fairly new, maybecnot now, but later this year, could it be something to consider for a higher level of income? Thanks

Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks

Q: These really fell out of favour fast. Would you hold? I am inclined to hold and hope for better days unless it would be better to cut losses and get into something that is also down but might have more promise on the upside? Maybe I’m being too emotional and impatient - I am okay to wait it out unless there is some reason to walk.

Thanks,

Jason

Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI