Investment Q&A

Q: I made a typo on a direct investing account and bought Alaris in ERR. I left the holding as was. Now, a few weeks later, I fell off my chair when I saw it has only 16 employees. Do you know anything about management’s ability and track record? I like the business model but wonder if the tiny team is such that it loves the thrill of risk so much that it gets drunk on it. ( I have known such teams at startups I bought in private placements. I have paid dearly for my lack of innoculation-- <shudder> ).

Q: What are your preferred ETFs that mirror the SP500. Thanks

Q: Looking for 3-5 socks to add to my TFSA, your suggestions?

Q: My question is about BNSand SHOP which are both in your balanced portfolio.
SHOP trades much more in the US than Canada (1.5M to .2M).

On the other hand BNS trades much more in Canada than US (4.5M compared
to .3M).
Why are some inter-listed stocks trade more on one exchange than the other?

Is it because SHOP has issued more shares on the US side compared with BNS to account for this?
Thanks

Q: What Utility would you prefer for a 3 to 5 year holding period?

Thank-you.

Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?

Q: I hold A&W and CSH in my non registered trading account at a small gain. From a tax point of view would it make sense to move to my RRSP so the distribution(dividends) are not taxed as interest? I have contribution room in my RRSP.

Thanks Greg

Q: I am a fairly new investor and was wondering your thoughts on when to begin diversifying? I own approximately 15 companies, mostly being TECH and Financial. Recently bought NVDA shares and am looking at U, CRWD and LSPD but not too sure when I should approach other sectors and look at companies like COST or TT for example. I would be targeting my RSP in this approach. (Not sure if that matters)

Also, your must own top 3 US/CND stocks for the next 25+ years for a TFSA?

Thanks for all that you do
Nick

Q: Hi, my respected 5i team
Similar to my last question, these 3 high teck stocks are Canadian.
What do you think about the valuations here and are they still safe to hold?

Q: Hi Team

Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam

Q: IWO (like Nasdaq) has done very well - Do you think it more likely to 1. Continue to run? 2. Plateau? Or, 3. be vulnerable to significant correction? Thanks Jim

Q: Is Lightspeed Venture Funds part of Lightspeed POS which is in the Growth Portfolio.

Thank You for you great work
Clarence

Q: Which of these two is a better long term hold in non registered Cdn cash account?

Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave

Q: Greetings - doing some research on this one and wanted to get your opinion on a fast growing real estate firm. I know it involves some level of MLM for paying its realtors which always gives me pause on an investment. Your thoughts on this one?

Q: Hi Peter,
I would appreciate your opinion on TRXC.
Thanks a lot,
James

Q: COLD is included in “RBC's Top 30 Global Ideas- Q1 2021” ( released 4 Jan 2021). I compared COLD to COR and COR struck me as a better investment. RBC rates COLD Outperform and COR as sector perform. I read through the usual blurbs and recent year financials as well as generally available projections. CFRA rates both as Hold (neutral). I looked through Thomson Reuters and I think COLD has higher ratings in general (I am not sure as it is difficult to tell when the TR reports on each were actually updated).

It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).

Q: GUD (Knight Therapeutics) is in your model balanced portfolio and is down 48%. Would you explain why and if these are a buy today?

Q: I just took a quick look at the portfolios year-end numbers...congrats on the performance this year on all 3 portfolios.

Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?

Thanks...Steve

Q: Hi,
If i have to buy two Tech companies to buy into my TFSA for growth which ones would you pick