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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 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks
Read Answer Asked by Lee on February 17, 2021
Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks
Read Answer Asked by Neil on February 17, 2021
Q: Hi 5i
Its my understanding that Cannacord Research has come out with a report ranking using $55 WTI and SGY is the #1 FCF company of 'all public oil and gas companies in Canada for 2021'. It seems like the right time to be acquiring this Surge. Also, do you conside them to be a takeout target and who might be interested? Thanks
Read Answer Asked by Gordon on February 17, 2021
Q: I have some extra cash sitting in a bank account earning next to nothing. I hold positions in the above companies and am thinking about adding to one of them. I understand that no equity investment is truly safe but which company would be your pick if capital preservation and dividend safety was top of mind. Thank you.
Read Answer Asked by Ken on February 17, 2021
Q: Hello 5I
I am thinking of switching CGI Group (1.05% of portfolio) and OTEX (3.19% of portfolio) for TOPICUS , looking for more growth. TOPICUS also looks like a company that may employ AI going forward in their vertical market software offerings. I am a bit overweight Technology but not concerned about it.
You thoughts please
Thank You
Clarence
Read Answer Asked by Clarence on February 17, 2021
Q: Like 5i, I have held Enbridge for quite sometime. Looking back to 2014, Enbridge has gone nowhere and depending on the purchased price, e.g. 5i's case, in the negative. As explained to Paul a week ago Dividend is great, still very safe, etc. Now with the latest weak quarter, all the political, environmental hoopla; could you explain the benefits, even in an income portfolio of why Enbridge should be retained.
Thank You, Stephen S
Read Answer Asked by Stephen on February 17, 2021
Q: How does one approach bond investments given the low interest rates. I see XBB had a significant drop today. Why? How would you compare XBB to PMIF?
I am retired senior 78 with a pension.
Thank you
Read Answer Asked by Donald on February 17, 2021
Q: Is Topicus not cheaper on a p/s and p/e basis than Constellation? And if my calculations are correct, does it not have more cash flow to buy companies, relative to the market cap of the two? Thanks.
Read Answer Asked by Michael on February 17, 2021
Q: I am uncertain regarding calculating acb when,say, a husband and wife own the same stock in different taxable accounts. Is it required to calculate acb from both husband and wife's account, or from each account individually? Sorry to trouble you with such an elementary question. But, I did a Google search and didn't find anything.
Read Answer Asked by joseph on February 17, 2021
Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Read Answer Asked by Don on February 17, 2021
Q: Good Morning 5I Team, Thanks for the all your great advise.
As per the portfolio analysis I need to increase my International allocation which is currently at 10%. The Portfolio analysis classifies my following stocks/ETFs as International Brlxf, EWA, HFPC.U:CA, ATCO, BBU.UN, BPY.UN, BEP.UN, MDT.
Can you please suggest some growth stocks or ETFs to add to above holdings to increase my International allocation as well as if any of the above holdings doesn't have potential and can be reallocated? I am looking at long term over 5 to 10 years and have limits in my TFSA & RRSP account.
Please deduct Credits as deemed appropriate.
Thanks
Read Answer Asked by Nimish on February 17, 2021
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