Investment Q&A

Q: Thanks for your comprehensive answer to my question on fixed income. Just a further clarification. I have often wondered about the usefulness of preferred shares. It seems to me that they are just as vulnerable as stocks, so why have them rather than stocks? I know that you get paid first if the company goes under. But I am not sure that is a big consideration in most cases.

Secondly, i wonder if you might suggest some symbols that correspond to such an arrangement for fixed income.
Thanks for the excellent service

Q: my largest holdings are Goeasy, Home Capital, Topicus, Magna, Nuvei and some smaller amounts in Gold & Energy Stocks in my RIFF, TFSA & non registered account.

I would like to add to my Non registered account some stocks as I don't own any US Big FAANGS stocks & some Canadian or US financials.

Question : At the moment, Would you advise me to Buy the ETF Evolve FANGMA TECH.TO &/or the new Evolve MESH.TO Metaverse ETF or others suggestions. Also Any Financials stocks or ETFs. Please includes taxes implications for the 2 ETFs mentioned above or any.

Thank You for your great ideas & Happy Holidays.

Q: Are you aware of any companies like CSU that have a tight float and respect of shareholders and dont get killed in a market correction like some other public tech companies?

Thx

Q: Curious to hear your thoughts about CET:NYSE, Central Securities, as a potential 5- to 10-year hold for diversification, some income and capital appreciation. Also, would it make sense to hold this in addition to BRK.B, BX, and a few ETFs (VGRO, VTV, VWO)? Thank you!

Q: Last week DOO released FY2022 earnings guidance.Please comment.Disregard if sent earlier.Txs for u usual great services & views

Q: I have been working on updates to the growth portion of my portfolio. On the other side, I need to add a significant value component which I find much harder to do. I seacrhed for value ETFs and found VTV and XCV. Can you comment on these and could please suggest/recommend alternatives? Thanks again.

Q: Wondering when looking at asset allocation, not every sector can do well in all environments. As we see, growth stocks are under pressure as are utilities, renewables, emerging markets, and gold hasn't been doing too well either. Some fund managers brag that they are only in sectors rising and doing well--a reason to invest in their funds/expertise. In a reflationary environment the sectors I listed are not going to do well. However, my problem with holding only a couple sectors is that this can change at any time. So.... what are your thoughts on having this diversification where some things go up and others go down. My experience is that you never know when things will switch. And, isn't a good company that was recommended three months ago still a good company today, just facing other headwinds. OR..... is it foolish to own utilities and these growth stocks in a reflationary environment. Would it make sense to add to utilities/growth stocks as they go down?? Thank you for your insight.

Q: I have done alot of tax loss selling, starting in Oct. The stocks include XBC, CHEWY, LMND, PINS, RDFN, TDOC, EGLX, REAL, MRS, ABCL, and ZNGA. Which ones would you repurchase? Would you do it now, or wait until the new year? I purchased LSPD, NVEI , and APPS with some of the proceeds, and that has not worked out well! Would you average down on these names when they stabilize?

Q: There was an article in the G&M today (Dec. 14th) that I found interesting. https://www.theglobeandmail.com/investing/article-if-stocks-crashed-what-portfolio-would-you-want/
It suggested that a portfolio of 25% each of gold, cash or equivalent, long bonds and equity would have returned 7% plus annually over the last 30 some years, with the worst year being 2013 when it would have declined only 0.5%. It goes on to suggest some ETF’s that could make up this “Permanent Portfolio”. In the current environment, and knowing that past performance won’t necessarily be repeated going forward, the strategy looks crazy to me. Not sure if you would have read the article or if the “Permanent Portfolio” is a generally known thing, but any thoughts?

Q: Hi Everyone at 5i!! I value your thoughts on Tidewater as a current buy. What are your thoughts on its growth potential?? Cheers, Tamara

Q: It's curious that Fortis seems to be thriving in December despite the market being spooked about impending interest rate hikes. None of the other utilities seem to have benefited. To what do you attribute their upward momentum and would you buy a utility today given likely interest rate hikes?

Q: Hi 5i: Do you think HWX is a good stock to buy now in terms of the price going up? Conversely why has the stock risen so dramatically in 2021 please?

Q: CRSP has a PE of 15 so does this make it value/growth stock and a screaming buy at this level? Your analysis please.

Q: would this be a good time to get some of this company and how secure is the dividend. Also thanks for the heads up on AR news today. you may have saved me a bucket of cash.

Q: Hello,

What are your thoughts about Nautilus..A company which is selling at a low P/E but the home workout trend is only increasing? Thanks.

Regards,

Shyam

Q: Hello 5i Research Team
Looking forward to next year 2022, what strategy would you recommend with the likelihood of higher interest rates.Which area of the market are going to perform better and going to be hit hard. An example of a few stocks that you may recommend that should perform well next year.
I would like to thank everyone on the 5i research team for great advice and wishing you and your family a Happy and blessed Holiday Season.

Q: Which Canadian companies stand to get hurt the worst with this trade war coming with USA
as they are starting to play Hard Ball with us.

Q: While recognizing these two Reits operate in different asset areas, which one would you consider safest for dividends and which has the greatest path for growth.

Thanks for all you do

David

Q: What do you think of the the Fidelity Opportunities fund? It has dominated the other Canadian equity mutual funds and ETFs in terms of performance for all time periods (it holds 15% USD so may not be a fair comparison). 2.28% MER. I'm thinking the extra MER is worth the extra cost to replace my holdings in MAW106 in my registered account. Do you agree with this switch? Which series would you purchase ? Thank-you.

Q: i have been accumulating a large position in acuity over the last few weeks-everytime it drops i buy more-i get tax loss selling will continue until dec 29.i am ok with that.
how confident are you in a january bounce .
dave