Investment Q&A

Q: How much importance do you place on having gold exposure in a well balanced sizeable portfolio? If important what is your favourite ETF to give this exposure or is there a specific company you prefer? Thanks. Donna

Q: You have said in previous answers that you view most analyst price targets with significant skepticism. Earlier this year TD started to include analyst price targets along with the analyst's TipRanks ranking out of 6,700 analysts. Per TipRanks, the ranking is based on the win-loss ratio of the analyst; the average return of each rating; and consistency of the analyst's performance over time.
For example, on Monday, Brent Bracelin of Piper Sandler, who happens to be ranked #1, gave SHOP a target price of $1144. Today, Mark Mahaney of RBC, rank 121, gave SHOP a target price of $1357.
What is your opinion of TipRanks? Would you consider analysts in the top 1, 5 or 10% worth paying attention to as part of a decision-making process?

Q: How would you recommend investing in the trillion $$ US infrastructure programme? Thanks for your help.
Dennis

Q: Shopify got an immediate boost from the announcement of its partnership with Walmart. It sounds like the two are vying to compete with Amazon, selling third party goods on the Walmart website. I had been thinking that the best way to play this for a more conservative investor would be to buy Walmart's more reasonable valuation. Interestingly, the deal did little or nothing for Walmart's stock. Is the deal insignificant from Walmart's perspective?

Q: I'm looking for a US or Canadian company to compliment American Towers and semiconductor stock, like Qualcomm because of the 5G theme. Wondering if there is a quality company with growth potential that would complement the existing positions that you would suggest I consider
.....Thanks....Tom

Q: Can you comment on prospects for this new company that is doing an IPO on nasdaq? Would you be a buyer?

Q: Your thoughts on todays bought deal , stock re-action and what we can expect going forward.
Thanks
John

Q: What do the stock fundamentals (and peer comparable numbers) say about VMD right now? Nice run past month, is it overbought and getting ahead of itself or just catching up to its peers?.....thanks.

Q: Hello folks, break up the big techs, the theme has been for a long time, and once awhile come back on center stage.
my q is: does the " Break Up " increase shareholder value or vice versa?
thx

Q: CAN YOU RECOMMEND AN ACTIVELY MANAGED TECHNOLOGY FUND WITH BETTER THAN AVERAGE PERFORMANCE RETURNS?

Q: How will SW. benefit if at all from 5G.
Thanks Richard

Q: Good morning: could you please give me 3 to 5 names, both Canadian and US that might bode well with use of 5G technology?
Thanks

Q: Would you still consider BIIB a buy now that it has lost the patent case vs. Mylan?

Q: Hello 5i team, hold Gilden in a registered act. & added more recently. Longer term hold but becoming concerned about Gilden ability to ride out prolonged recession & low product demand.... Is their balance sheet strong enough given the larger infrastructure/carrying costs Gilden has (manufacturing, warehouse facilities etc)

Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen

Q: I was reading an article regarding Dream Industrial, and the author indicated that DIR.UN was a likely take-over/buy-out target for Blackstone (past relationship), also, as they have said that they are "trying to meet a growing demand for e-commerce". Would you consider this a likely/probable outcome?

Q: Can you recommend a tech ETF that trades in US$.

Thanks,

Rob

Q: I am wondering if there is a concern about liquidity when purchasing an ETF with just over $100 m in AUM and an average volume of 74,000. If I purchased 1,000 units, would there be any problem when trying to sell.....one of seventy four seems to me to be a potential issue. On the other hand, the underlying equities in the ETF have very large volumes; does that mitigate any potential issue? Yes, there is one ETF I have in mind but this might apply more generally, so I leave it this way. Thanks for your excellent service.

Q: First off thanks you Peter and the 5i Team for the great guidance during this roller coaster market. If not for 5i I might have panic sold out of stocks instead of small buys late March.

My portfolio mimics for the most part your Balanced Portfolio. To help me do so, what percent allocation ranges would you use to put the stocks into 3 (or 4) buckets of high / medium / low / (very low) conviction. This would help me compare allocation with a +/- tolerance. Feel free to add or reduce the number of buckets as appropriate.

Thanks again,
Angelo

Q: Long term spec, Your thoughts please. Thx James