Investment Q&A

Q: As an answer I'm looking for a general discussion (not a treatise) on sector allocation.
Have you or would you produce a recommended weighting of sectors, and where applicable, sub-sectors.
Are the traditional sectors still relevant? Should we be trying to fit all the emerging technologies (SEMI CONDUCTORS, CONSUMER PRODUCTS, 5G, GAMING, EV, AI, AUTONOMOUS DRIVING, SAAS, GREEN ENERGY, RENEWABLES, GENOMICS to name a few) into either INFO-TECH or one of the traditional sectors. What percentage of a portfolio should be in emerging technologies regardless of sector etc?
thanks, Hugh
p.s. you answer many questions that involve sector allocation - you may want to create a category for this in your searches.

Q: Hi,
No rush for this question.
Could you please recommend some stocks to build a portfolio for the Smith Manoeuvre.
2/3 would be in an unregistered account and 1/3 in a TFSA?
I'm looking for about 15 stocks (or more) in order of your preferred ranking of what to buy first. Also, which of the ones suggested would be preferable in a TFSA?
Please deduct as many credits as you see fit.
Thanks

Q: Hi 5i,
This may well be 4 questions, so please deduct points accordingly.
Portfolio Analytics indicates that I'm underweight in Communications Services, Consumer Defensive, Industrials and Consumer Cyclical, and I'd like to top up these sectors.
I try to be a balanced investor and like income, but I don't mind taking on more risk and little or no income on something with a solid premise. Especially right now I'm looking for companies that are poised to benefit from the return to (more or less) normal life that 2021 might bring.
My present Communications Services weight all comes from the following ETFs - TXF, ZDI, DISC and ZWU. Can you provide a few Canadian equities to look at in this sector at this time, other than the big four?
My present Consumer Defensive weight comes mostly from NWC, with a smidgeon from ETFs like ZFI and DISC. Are there two or three Canadian equities in this sector you'd currently recommend looking at?
My present Industrials weight is in FTG (which I'd be happy to sell unless you think it has the potential for recovery in the coming year), QST and XBC. Are there another two or three Canadian names you presently favor in this sector?
And finally, my only Consumer Cyclical other than whatever might be in the listed ETFs is NFI (although I'd have thought it would properly be classified as an Industrial). Again, could you recommend two or three Canadian equity names that might qualify as viable Consumer Cyclical holdings going forward?
Thanks a lot and Happy New Year!
Peter

Q: Hi 5i team, I would like to convert $6000 Canadian to US dollars in a tfsa at Qtrade using Norbert’s Gambit. Is this a good strategy? Is there a preferred holding for this strategy like DLR? Are there any pitfalls to watch for? Thank you for your help!

Q: What is your opinion on FNV.ca for the next 1-3 years.
Thanks, Stan

Q: Hi Peter
Am looking for candidates for my tfsa
Could you please rank these based on potential upside, debt and balance sheet.
Also, am trying to transfer USD from my TD Bank account or my TD non-reg USD account to my tfsa USD acct. It is not working -- am I not able to transfer my own USD into the tfsa USD account? ie. must I convert from the tfsa CAD acct? It is bizzare.
Thank you for your great support, very unique indeed.

Q: Hi Peter & 5i team,
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.

Q: Nuance seems to have a good trend line. What do you think of this company and can they continue.
John

Q: Hi everyone!

Just a quick question on Amazon purchasing 11 jets from Westjet and Delta. I know online purchases have been accelerated because of the pandemic. Do you see Amazon's purchase of jets and their existing fleet as a medium term threat to companies like Cargojet?

Jason

Q: Can you withdraw us$ from rrsp into tfsa without currency change into Can$? Thanks rose

Q: Thoughts on investing this company as of today?

Is there any structural risks to permanently and adversely affecting the business if COVID and closures/restrictions remain for longer?

Q: Happy New Year

Just looking for your thoughts on yet another takeover (Teledyne acquiring FLIR) that will impact me.

Thanks
Mike E

Q: What do you expect from Photon Controls as far as growth goes for 2021. I have this in my TFSA and wonder if this is worth holding.

Q: I have a position in BPY that has finally came back to my initial purchase price after the recent news. Is it wise to sell now or hold and wait for buyout. If one is to hold shares, what would happen to the shares when the buyout finalizes?

Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

Q: TPAY is a TD income ETF. Do you have an opinion re: a place to store cash for 6 months? Thanks!

Q: Can you please give me the 2020 Percent increases for the TSX, Dow and Nasdaq. I have searched different sites and I get a variety of answers. Bloomberg results are TSX 5.63, Dow 9.32% and Nasdaq 44.27%. Do you agree with these numbers and if not please set me straight. Thank you.

Q: You have commented on Sernova in response to several questions since 2013. DoEs its movement since the first of December, 2020 indicate som form of “critical mass” has been achieved?

Q: Hi,
What's your perspective on this fund? Also, is there a Canadian equivalent to ARK funds? Is TEC.To similar to ARK in Canada?
Thanks

Q: Hi Peter, Ryan and Team,

Happy New Year greetings.

FTS and WPK have provided me excellent returns in the past 5 years but recently have been rather stagnant. Can you give a list of 3-4 suggestions to replace them with ( it does not have to be in the same sectors) inside a TFSA?

Thanks.