Investment Q&A

Q: Target allocation to Tech is up to 17%. Currently, of that amount, I have V at 34% of the sector [less than 6% of total portfolio], GIB at 22%, and the rest as follows: CSU 8%, MSFT and SHOP at 7% each, DOCU at 5%, leaving about less than 20% for investment [could go to 25% if sell DOCU].
My watchlist is broken down into;
a) Tech equipment: SPLK, SNPS, KEYS, NVDA;
b) software: KXS, TTD, TEAM.
Of course, there are so many others that you have recommended.
So, please advise on narrowing the list - building on my current holdings or otherwise.

Q: Could you please compare numbers on AFlac and Chubb in terms of EPS growth, Dividend growth, and debt levels. Do you have a preference? Also, can you please confirm that US common share dividends received in an RRSP are not subject to withholding tax.

Q: I am looking to better allocate some USD in my RRSP. I currently hold IWO and want to build on this with 3 holdings in strong US growth companies/ industries that are proven capital compounders for the long term. I am considering Google and Mastercard and am looking for one more compliment assuming you like the 2 mentioned. Also would you prefer MA over V? My timeframe is 10 years +
Thank you!

Q: Hi.

How many times do you think the BoC will raise the interest rate in the next two years ? Im asking this because we're renewing our mortgage soon. Im still leaning to take variable which we are in right now. but a bit hesitant due to continuing rise of int rate.Appreciate if you can give me your input on this.

Q: I am thinking of shifting my portfolio to overweight Chinese equities such as Baidu, Ctrip, Iqiyi, NIO, JD.com, BABA, Tencent. I have a very high risk tolerance and these are all long term holds 10+ years if needed. Couple of questions, firstly any red flags in any of these names. Secondly, what do you think of Chinese equities in general? My thesis is that the Chinese market sold off aggressively last year and valuations look cheap. Trade wars seems to have been priced in and if we get some type of deal potential upside there. I know the economy is slowing, but I believe this is priced in also as thats all I hear almost on a daily basis from BNN, Bloomberg, CNBC, etc. Also, the possibility of stimulus and rate cuts seem bullish for the equities. Your thoughts? Thank you.

Q: Hi 5i Team,
I really appreciate the service
I'm looking to add to positions in the above companies this year. In what order would you recommend I fill out these positions?

Thanks

Q: I'm using XIU puts for my CAD portfolio and spy puts for my US portfolio, whenever i feel there is a market risk.
A few weeks ago one of the 5i questions was about XIU short selling for down risk protection.
My US portfolio is $290k. I'm interested in providing protection for70% of my portfolio for the next 6months. I would appreciate your opinion of how you would use the SPY short selling for that.one of the problems that i see is that you tie up too much margin and i use it when i buy risky equities ( like NLY).

Best Regards

Frank

Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.

Q: I receive emails from Contrarian Outlook on a regular basis and read them with interest. This week they’ve offered 8 high yielding US dividend/ income funds with potential upside. Are you familiar with this organization at all? Do you think their picks are valid? Examples: PDI, EOS, CSQ, EVT... I’m not looking for analysis of each fund but rather if you have a general opinion of this firm.

Thanks

Q: I’m looking for suggested asset allocation percentages by region. I currently use Canada/US/Foreign/and Emerging Markets
Thank you

Q: Hello, Which of these consumer staple names would you consider. I was leaning towards MRU as it seems cheaper that than the other two and the Jean Coutou acquisition sets it up for further growth. I already own PBH but thanks to last year my position is much smaller. Thank you. Shyam

Q: Any thoughts on the class action against NVDA?

Q: What is the equivalent public company(s) to TMX in the USA?

Q: I have redeployed some cash when the market was down but I still have a 12 per cent weight in cash. The cash is in TFSA's, RRSPs, and an unregistered account. While that money is set aside in case the market takes another hit, what can I do to get a least 1.5 to 2 per cent return (to stay even with inflation)? Or should I just go back in the market and maintain only a 2 or 3 per cent of cash? I don't plan to need any of these funds for at least a couple of years.

Q: Seems to be a lot of insider buying in this stock, but I don't get the sense from the questions that you are fond of it. Does the insider activity change your mind at all?

Q: HI 5 5iERS!
Time to get Crius - BUY - SELL or HOLD --- appreciate your take on what's real and what's fake ;-)

Q: I've been looking at this stock. I've read the most recent comments on your posts. I'm wondering if things might be different with the current proposed changes to the board that seem to be a bit of a battle in the company. Nice dividend and pretty healthy balance sheet, what do you think of a possible takeover bid coming?

Q: Good Morning,

I currently hold BEP, AQN and ENB in the utilities category of my portfolio with ENB weighted 50% more than BEP and AQN. I want to diversify and add a 4th to the group and would like your recommendation. CU comes to mind but I am wondering if it is still controlled by the Southern family ( Nothing personal but out of principle I am not a fan of family controlled public companies that put family members in charge rather than the best person for the job...). I am a retired investor looking for income with a dash of safety.

Thanks

Q: They seem to be gaining some traction lately. Can you comment on latest
results and the potential opportunity in cannabis

Q: What do you think of AGI from their last announcement on Jan 14,2019? Do you think think stock is worth holding or sell and then buy both KL and AEM?

Thanks