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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: Polls currently indicate that Trump will lose the US presidential election, and the Democrats could possibly win both the Senate and Congress as well. If this were to take place, what do you see as the risks/opportunities for the US market? What sectors/ETFs do you feel will do well in a fully controlled Democrat US government?

Blackrock has recommended that the US will underperform both Canada and Europe over the next 10 years. Do you agree with this assessment? Should investors be reducing their US holdings and reallocate to Europe and Asia? If yes, to what extent?

Thanks again for this amazing service, and your excellent advice.
Read Answer Asked by Dale on July 07, 2020
Q: Hi,
I am wondering what your thoughts are on ETFs that focus on China. As it reopens, do you see any benefit to owning either an ETF, or possibly specific shares, that are expected to grow coming out of Covid? CNXT is another ETF I've looked at, but it is not in your database. My portfolio is about 60% in Canada, the balance in US and I have been focusing on adding more US exposure, mainly in the tech and health care sectors. I also find it interesting that the auto industry in China gained as Covid restrictions eased and am seeing a bit of follow through in the US auto industry, possibly driven by TSLA - but I am not sure why that would be, as I would think it is the last thing anyone would be buying now. If adding more international exposure, what would be a good target percentage and does this make sense at this point in time? Please deduct points as you see fit.
Thanks - your suggestions are always welcome!
Dawn
Read Answer Asked by Dawn on July 07, 2020
Q: I currently hold positions in Sandstorm Gold and Newmont Corp (larger holding). I would like to add one more stock and I am considering Kirkland Lake, Agnico Eagle and B2 Gold. I have a relatively high risk tolerance and I would appreciate your choice from among these three companies unless you have an alternative that you prefer.
With appreciation,
Ed
Read Answer Asked by Ed on July 07, 2020
Q: Hi 5i team,
Congrats on the recent upgrade to Portfolio Analytics. It seems to be a big hit. I would consider it myself but over the past several years, I have moved 75% of my equity holdings to the U.S. (in RRSP, TFSA and non-registered), which has vastly outperformed my Canadian holdings. PA would tell me to come back to Canada which I don’t want to do. I don’t follow the conventional portfolio rules. In fact, I am considering moving all my remaining fund to the U.S. markets. Other than the currency risk if the CDN $ appreciates on a sustained basis (which I doubt), do you see any other pitfalls with this strategy?
Thanks again for your insight.
Happy belated Canada Day from my 25% position.
Dave
Read Answer Asked by Dave on July 07, 2020
Q: if I want to received dividend in US , will it be advisable to buy co. like Enb. in U$., or other dual listing companies, like RY,TD. or will it be better to simply buy equivalent US listed Co. instead. Thank you as always.
Read Answer Asked by DAVID on July 07, 2020
Q: Good Morning Peter & Team

Last we discussed NNO was early March. Based on your recommendation, I held my position.

Today the price is up over 40%. Last news I read was June 24 when a "Breakthrough in longer lasting Lithium-ion Cathode Materials" was discussed.

What do you know about why NNO has seen such a big jump today?

Thanks for all you do

gm
Read Answer Asked by Gord on July 07, 2020
Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie
Read Answer Asked by Ernie on July 07, 2020
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