Investment Q&A

Q: Hello 5i team,
I was wondering if there is an ETF in canada that contains provincial bonds. I am guessing VAB may contain these as well as Canadian bonds.

Also what is the best website that would have breakdowns of what is in canadian ETFs?

Thank You,
Andrew

Q: I recently started adding to my position at $16. What is your view of the long-term prospects of this fund

Q: Hi 5i
If one purchased KBL believing in long-holding support near $38, the fact the internal investments looked good going forward and the business is relatively stable to growing, how much further below the break of technical support would a good and profitable investor give this name?
Current price is $36.01, trend is down on small daily volume and on no news.
It is beginning to look more like I purchased into a stock that is continuing a three year down trend.
Is this an exit given the price decline does not appear to be abating?
Or does one continue to hold for the business stability and future benefits from investments?
It did not appear to me as though I was buying into a stock in a down trend but the chart is showing me a different reality.
Thoughts on this situation?
Thanks
Dave

Q: A guest on MarketCall mentioned both Hubspot and DXC Technologies.
Please give your opinion of both these U.S, companies.

I was considering SPOT. Would you prefer either of these 2 to Spot?
Thank you.

Take multiple credits.

Q: Recently the Globe & Mail has an article discussing the merits of using a one-Balanced ETF strategy and recommended the following three ETFs: VBAL, CBD and HRA. What would you consider to be the best one? Also, when I reviewed the information on their respective websites, I can only find Management Fee info as opposed to MER info. Is it because they are all ETFs that are composed of various ETFs. So the ultimate MER of these balanced ETFs would be the sum of the quotes Management Fee plus the MER of the underlying ETFs?
Please deduct as many credits as you see fit.

Q: Your thoughts please.
Kind regards

Q: To follow-up on Claire's comment, is there an reasoned/optimal % allocation to each FI ETF (i.e. evenly split)? I have: CBO 20%, CPD 12%, HFR 26%, XBB 17%, XHY 12%, LQD 13%. I consider HFR as low-risk cash-like holding.

Thank you again.

Q: Hi Peter,
Any idea why BTL group is surging so much this week given that a week ago it was in the dumps? Is this still very speculative play? Why is Covalon continuing to experience declines? Also, with Cannibis stocks taking a hit (not clear why) would be a good time to add to HMMJ with Canopy Growth being one of the largest holdings or is it better to just put the money in Canopy Growth given its relationship with Constellation Brands? Thanks very much.

Q: Morning Guys,
I have a small amount of cash (Not enough to spread around) to add to one of the above companies.
Which would you add to at this time?
Thanks
John

Q: Do you have anything new on Canadian Solar? Would you remain cautious (stay away) or buy? Thanks.

Q: Do you know if this report is available anywhere for public access? Looks like an interesting read.

Morgan Stanley published a 104-page research report selecting 15 technology companies that will dominate the next stage of data-driven advancement,

“Every 10 years a new computing cycle emerges … Today we are at the beginning of a new cycle centered on data. The combination of more advanced semiconductor technologies, more pervasive and faster networks, and significant cloud-based data center expansion enables a new wave of data technologies. This is the first computing cycle in which multiple technologies are emerging at once - Internet of Things (IoT) connects and collects data from end points, Artificial Intelligence (AI) unlocks insights from the growing amount of stored data, Virtual or Augmented Reality (VR/AR) allows insights to be viewed in a worker’s natural environment, and Automation supplements human work with computers.”

The report lists NVIDIA Corp., Cisco Systems, Alphabet Inc., and Dassault Systemes SA among the biggest winners.

“@SBarlow_ROB MS: “Data Technologies are becoming central to the next computing era. ” – (research excerpt) Twitter

“@SBarlow_ROB MS: the ‘Data Era 15’ stocks that will dominate next stage of technology” – (full table of 15 stocks) Twitter

Q: My only stock in the oil space, other than utilities, is wcp. What would you suggest as a second stock to compliment this now that the oil sentiment is improving?

Q: I am looking at these two small cap companies as an entry in to the aviation sector. Both pay a nice dividend. Please comment on the secureness of their dividend; quality of their balance sheet; growth prospects and company specific issues ( ie EIF short position).
Would you pick one over the other or neither?
Thanks
Derek

Q: After brutal volatility in US and Canadian stocks which stocks in US and Canada would you consider good buys.

Q: Dear sirs,

Looking for your opinion on the Manulife Strategic Income fund, and if you feel its a good complement to PIMCO Monthly Income?
Thank you,
Brad

Q: Given the highly cyclical nature of these two stocks, is it time to move on. With car sales slowing in canada and the us, how long does it take to start impacting these two?

Cheers

Q: COV seems to be in freefall, down about 50 percent from recent highs. Is there some issue with it or just the market. Are you still comfortable with this in the portfolio?

Q: I am under the impression that energy may be starting to rebound with the price of oil continuing to rise, and the outlook looking better for pricing. Gas prices are also getting very high in Canada. I have holdings in ENB, ENF, and BIR. Are than any others you would recommend, in Canada or the US, or perhaps an international energy etf, that might recover very well? I can pull some cash out of ENF to avoid being sector overweight.

Thanks

Q: HEO has pulled back to a new 52 week low. Last week there was news of "utility partners renewing and extending contracts". The price trend has been negative since then. Was there more expected from this contract, or is there something else weighing on the stock? I am considering adding to a small position.
Cheers,

Q: If Kinder Morgan Pipeline does not get built and our Canadian Cabinet does not step in to have it built what effect will this have on foreign investment coming to Canada. On BNN today it stated that Canadian Stock Market ranks 77th in the World performance. This is due to lack of interest in our Stock Market. Are we getting to a point where we are Closed for Business and we should be 100 % invested outside of Canada in USA, Europe and Emerging Markets until we regain our senses. RAK