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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What company(ies) would you recommend as a 'U.S. TFII.' Thanks
Read Answer Asked by Ken on October 28, 2020
Q: Hi 5i team,
This morning AMD announced its long rumoured takeover offer for XLNX. XLNX shareholders get 1.7 shares of AMD. CNBC reports it as a valuing XLNX at $143 per share, although AMD is under some pressure in the pre-market. I assume the long closing date of end 2021 is also a drag on XLNX upside. I may or may not hold onto XLNX. Is AMD a good buy here, with some pressure on it, in the fight against INTC or are there better growth candidates in the chip sector?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 28, 2020
Q: I have some cash on sidelines I can invest. I know you don't support market timing however do you think it prudent to wait until the US election is over to put funds to work, as won't the different policies support the growth of different sectors? Thank you, Bill
Read Answer Asked by Bill on October 28, 2020
Q: I hold BAM.A, and wanted to know if it would be reasonable to consider it an investment in the real estate space, based on its holdings. It is about a 4% holding, and I do not have any other holdings in that sector. Can I consider BAM.A a company that provides real estate exposure, or would it be more prudent for me to sell BAM.A and purchase another holding in that space for diversification purposes?
Read Answer Asked by Domenic on October 28, 2020
Q: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks
Read Answer Asked by ilie on October 28, 2020
Q: With respect to Howard’s question re: IOL, to my knowledge their real estate dealings are managed through Devon Estates Limited, which I have seen described both as a “non-distributing corporation” and as a subsidiary of Imperial Oil. This may account for why real estate (versus “land”) does not show up in the filings of IOL proper.
Read Answer Asked by Stephen R. on October 28, 2020
Q: Your answer to Jo-Anne's question this morning about Reliq's contract announcement seems fair (another 'good' contract but previous one's haven't translated into much revenue).

However, there was a 2nd simultaneous press release regarding a 'Non-Brokered Private Placement' in which they announce their on-boarding partners (one of them being the new contract announcement this morning) have invested in the company. At first a raise at the low share price seems negative but when your clients invest in your company, you would think they'd be motivated to onboard patients to increase revenue. Does this drastically change the risk/reward for an investor in RHT?
Read Answer Asked by Brent on October 28, 2020
Q: Ishares US REAL ESTATE ETF (not in your data base)
can you comment on this ETF for a diversified real estate play. Do you view this as a decent entry point.
What's your view of starting a portfolio of these 5 ETFS with a 20% weighting in each, then rebalancing every year back to the original 20% weighting. Im hoping maintaining the 20% cash position will help smooth out the portfolio in these uncertain times, maybe it will outperform the more popular 60/40 portfolio.
thanks Gordie
Read Answer Asked by Gordon on October 28, 2020
Q: Hello 5i Team. I have a moderate risk tolerance and am looking to make a long term contrarian play with up to 10% of my portfolio on a couple of well established names that have been squeezed by COVID, but will ultimately endure (strong balance sheets) and prosper in a post COVID world. I can stomach volatility, but want to stay away from companies that have a higher chance of going to zero. Air Canada has caught my attention and it is well covered in your question bank. I was planning on pulling the trigger on it, but before I do, can I get a risk/reward comparison between it and Southwest Airlines. Between the two, which would you go with? For my second play, I am considering MGM Resorts International and American Express. Can I get your take on these two, and specifically for American Express, whether its business model is more inclined to benefit than the other major credit card companies once a vaccine arrives and travel starts to pick up. I realize that these are two very different businesses, but which would you go with and why?
Thank-you.
Read Answer Asked by Antonio on October 28, 2020
Q: Hello:
Can you recommend articles or books that will guide a pre-retiree about asset allocation strategies based on ETFs? (NOT a request for general reading) If 60/40 is dead, then one is bit lost! What next? I know that repeatedly you have said that you don't want to give % of weighting of stocks or ETFs as you feel it is bit personal. Hence my request to guide me to read and learn about asset allocation strategies. Please consider current political/economic/pandemic environment.
Read Answer Asked by Savalai on October 28, 2020
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