Investment Q&A

Q: For a 10+ year passive hold of approximately 25% weighting of total equities investment (mix of registered and non-registered accounts), do you see an advantage of holding EQL vs a straight S&P 500 index like VFV including taking into account the fees differences. And for non-registered accounts- CAD hedged or non-hedged?
EQL feels a little better to me even with the fee but maybe I'm overthinking this one. Thank you.

Q: Hi team ,
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks

Shane

Q: Is something new up with Topicus.?It has really fallen the last few days

Q: Looking to add two US stocks with new RRSP money. What would be your picks assuming the overall portfolio is already properly diversified, has a 20+ year time horizon and currently contains the following US companies: ABBV, COST, CRWD, LMT, NEM, NVDA, PINS, QCOM, SBUX, TT

Q: Can I please get an update/opinion on this company. Thanks !

Q: Greetings once again and my continued thanks for your steady hand. Can you please suggest an array of balanced fund or high grade dividend fund etfs which can give me exposure to Canada, USA and the rest of the world, in roughly equal portions. KIndest regards, Al

Q: Can you please comment on Keysight's recently announces earnings and your overall view on this company. The earnings looked good to me but I am an amateur. Thank You.

Q: i am down around 20% on CS .... based on all this recovery chatter ..... should I add more
also,
if there is an increase in inflation, fed says transitory, does owning hard assets like copper producers a good idea... if not then what would you suggest ..thx

Q: Can you please comment on results.
Thanks

Q: What are your thoughts on Hydrofarm? Looks like it supplies equipment mainly for companies growing cannabis. “Industrial” or “Consumer” sector?

Q: When will we know if PHO is getting another offer or if the current one will go through?

Q: What companies would your recommend for minerals like graphite, cobalt, etc to meet the coming demand for electric vehicles? I am most interested in North American companies if we have them. Are any of these companies good value now or have they already gone through the roof?

Q: Hello, Please provide your thoughts on CYM. They look like they have created a niche market. Thanks

Q: What's your assessment of Lightspeed's earnings release? Could you explain what GTV is. Thanks.

Q: Can you please comment on results

Q: In a recent question today on value Canadian stocks, you mentioned BNS as a top 5. Why BNS out of the big 5 banks? If I want to invest in Canadian banks, with at least a 10 year horizon, how would you rank them to buy?

Q: Do you know if there is an ETF that holds LSPD and SHOP along with many of 5i's favourite IT stocks?

Q: Would you agree that SJ is a solid investment, fairly valued at the moment and current price is a good entry point? Would you take a position at this time? If not, what would be your price target?

Q: Would you consider CNC a good investment given their involvement in senior care and the aging demographics in the US? They also recently acquired Magellan Health which gives them exposure to one of the US biggest behavioural health platforms and are also starting to focus on a pharmacy segment and look to be developing into a fairly diversified company. However they do have significant exposure to Medicaid programs and linkages to the Affordable Care Act but not sure how big a risk to consider that might be? I currently hold CVS which is not perhaps direct competition but appears to be closer to fair value while CNC is still projected to have anywhere from a 16 to 23% discount. Wells Fargo has them overweight with a target of $87. Would you hold CVS, and take a position with CNC as well, or sell CVS and move it to CNC for it's potential upside? Thanks!
Kevin

Q: I am a fan of Brookfield and own BAM and related stocks. I also ( try to ) follow companies in which BAM has significant holdings. Formerly owning Genworth comes to mind and am presently acquiring SPB. My problem is in determining sources of current BAM holdings.
The annual report doesn’t help much or possibly I am not searching properly. Thanks. Derek