Investment Q&A

Q: Happy New Year and thank you for your service over the year.
could you please suggest a conservative equity ETF portfolio for a senior's TFSA?
thank you,
Bryn

Q: I'm researching some of the Global X ETF's. You have provided some positive comments on CLOU recently, could I please have your opinion on the EBIZ ETF? And which ETF would you prefer to own for long term (10 years +) growth? Thank you.

Glen

Q: Not surprisingly, BAM.A has dropped a bit due to the proposed purchase of the BYP.UN shares. Is this a good entry point?

Q: BPY/BAM possible deal.
As a holder of BPY the sale of BPY at the suggested price of $16.50/share is an absolute steal and robbery that is well timed to take advantage of the situation as we come out of the pandemic. That of my chest, to quote; "BROOKFIELD ASSET MANAGEMENT - HAS ASKED BPY BOARD TO APPOINT SPECIAL COMMITTEE OF INDEPENDENT DIRECTORS TO COMMISSION INDEPENDENT VALUATION OF BPY UNITS"
How independent is this special committee likely to be? Is it likely that there will be a vote of all share holders?

Thanks, Stephen S

Q: I have listed the securities I hold in my portfolio showing % of portfolio and gain/ loss for purposes of helping answer my question.
AGN-2.46% +16.35%: ATD.B - 3.74% +0.03%
BNS-1.96% +27.14: BYD-3.63% +15.3%:
BAM.A -3.57% +11.57%: BEPC-3.52% +90.21%: CAE-5.02% +68.26%: CAR.UN-3.57% +5%: CRWD -3.44 -1.48 (new holding):
EIF-4.06% +32.05%:GSY-4.7% +11.35:
KXS-4.63% +7.2%:LSPD-10.26% +198.54%
MG-3.21% +38.14% : NFI -1.34% +40(sold part): PBH-3.38 % +4.25%:SHOP-4.92% +9.76%: SLF-2.39% +4.32%:T- 3.59% -0.91%
TFII-4.68% +105.59%: VGG-4.96% +40.2%:
VEEV-1.97% -0.55: WELL-4.24 +13.8%
By geography I own approximately 17% in US.
My Alpha-Balanced suggests 25%.
lSPD,SHOP and T , although not US , have a dual listing.
I was thinking of transferring cash from sale of NFI to my US account to increase US holdings.
Note C$ is increasing against U$.
Would you agree with this move or stay my current investment strategy. If so would you suggest adding to current U$ position or another suggested stock?

Q: Your views on CNRG, the S&P Kensho clean power index ETF prospects relative to hydrogen theme?

Q: these stocks are in the demand service business both with good run ups i am familiar with door a Canadian manufacturer but yet a US company what iis your opinion going forward do you prefer one over the other?

Q: Hi 5i,
I have been following nano dimension (nndm) with great interest but it is not currently listed on your site. It is an Israeli company involved with 3D printing electronic circuit boards. Its share price has appreciated quite rapidly in the last several months Do you have an opinion one way or the other? Is this a company you would have any interest in at current price for 3- 5 year hold? Why or why not?
thx
Jim

Q: Hi,

You recommended this stock for online medecine yesterday, but I don't find it in your data base.

Thanks,

Jacques IDS

Q: I am with TD and they do not list this ETF (PSA) wish they did - is there a TD product that is available that compares.

Q: Happy New Year to all at 5i!!
Penn National or Draft Kings for growth and reasons why please.
Thank you
Dave

Q: happy new year

i'd like to know your thoughts on RNW, please. It looks rather inexpensive in the renewable sector. many thanks

al

Q: Happy new year!

ABCL looks to be settling down.....would you step in here? 1/2 or full position?

All the best in 2021 !!

Dave

Q: Happy New Year to all at 5i!!
In answer to John on Jan5 you said you would be reluctant to transfer LSPD to a TFSA because it would trigger a capital gain. I’m faced with the same situation and would like to understand your reasoning. My thinking is to transfer to the TFSA, pay some tax and get years of tax free gains in the future. Love to hear your thoughts.
Dave

Q:
Given the hype recently of Digital currency.Could you please give us your view of this fund. Is it worth investing in?

Q: I own all three in my RRSP in equal position. Outside of my RRSP, I have large exposure to the US markets (>50%).

I'm thinking on consolidating banks by selling RY & TD to buy BNS. BNS is up from its previous lows but looks to be trading at reasonable multiplies.

Thoughts?

Q: What is your opinion on this company? Can you also include the general terms and conditions on the warrant? Thank you. Greg

Q: DNMR What is your opinion of this company and there environmental industry changing technology?

Q: What would be your recommendation for a total US stock market ETF?

Q: Good afternoon, I am wondering if you could provide 4 or 5 top Canadian or American non-tech suggestions for our 2021 TFSA purchases. I noticed Xebec in one answer but would this be considered "tech"? I also have a second question. I sold half my shopify some time ago and of course, it has continued to run up. Would you trim again or would you just enjoy the ride at this point?
Thanks, Rod