Investment Q&A

Q: Good afternoon,

I am planning on rethinking the majority of my investment strategy (choosing my own stocks). I plan on switching to a more ETF focused approach where I have 20% in bonds/gic, 15% US ETF, 20% Canadian ETF, 20% Foreign ETF and the rest left to my whims. For the Foreign ETF I was think VXUS and SPY for the US but what would be your recommended ETFs for US, Canada and Foreign (and perhaps bonds)?
For reference I am in my early 20s so I have a bigger risk appetite and presumably longer time horizon.

Thank you very much,
Aidan

Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Q: Is this a company worth consideration?

Q: What sectors would be your top pick for growth over the next year or two?

Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.

Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?

Q: Hi there,

I own PPL but disappointed in its performance. Thinking of switching to KEY what do you think?

Thanks!

Q: Hi there,

Surge Energy, it is more of an oil play or a natural gas play. Do you see upside on Surge Energy as the current events is driving up energy cost. Also, the market is bullish on natural gas, do you agree.

Thank you in advance for taking the time to answer my question.

NL

Q: Would 5I give any consideration to including this name to income portfolio?or?Seems to me with a 5+ dividend and growth potential as well.Would it not be a good candidate at current price? Not safe enough? Thanks Larry

Q: Peter; With your geologist hat on would you add to TLG after today’s assay results? Thanks.
Rod

Q: Re. member question-on the OTC, eadsy is much larger (more liquid) than eadsf.

Q: Hi 5i
Given recent response to Dons question regarding todays SP drops in ENB and PPL in response to the Key deal announcement...

Where would you expect ENB and PPL to head to from here and would you consider this an opportunity to increase holdings in either one? Your preference if you have one?

What about outlook now for KEY considering stocks positive move on the news?

thx

Q: Hi Team,
What to do with Meg shares? Was a headline on BNN yesterday touting there will likely be no other suitors for Meg for a higher offer. Do you agree with this ? I am currently up 8% on the shares. Do I continue to hold out for a higher offer or cash out? This was an arbitrage play for me.

Thanks ,
Shane

Q: Per Gervais's question on Airbus, it's the biggest holding in EUAD @22%, and supported by many of the other fund components. It's an easy way to be involved if ok with the other companies.

Q: Could you please recommend five moderately conservative stocks that you believe will prove to have been a sensible buy 5 to 10 years down the road.

Q: John Hood recently had SHLD as a top pick. I’m interested in the global defense space given geopolitical tensions and recent NATO messaging around moving defense spending targets from 2% of GDP to 3.5-5%. He suggested the US ETF ( NYSEARCA). I see there’s a Canadian offering SHLD.TO which appears to be a new offering. The US ETF has had terrific performance over the past year. Could you please discuss the merits of this ETF and comment on whether the Canadian version should see similar performance, assuming the geopolitical landscape remains fraught.
As a second question, do you have another ETF recommendation in this space and would you prefer it over SHLD? Please explain your rationale. Thanks so much for your expertise.

Q: Hello 5!

Respecting how different these two are, if you could only buy one for a 5 year hold for growth with some stability in these turbulent times which would you prefer?
Thanks for all you do - it’s appreciated!

Q: I have held Telus for 10+ years and have been fine with the results but for the last year or so I have been wondering if they could be in risk of someone providing a product to compete with them for cell and internet coverage over satellite. I am aware of a few products for internet over satellite now. I read an article about perhaps Apple of going this route for their cell phones. With the recent announcement of the increased spend for Telus how likely do you see them in the position of shrinking revenue and earnings. Has the risk of the company increased.

Q: What is your analysis of Hamilton's new enhanced ETF MIX ? With 60.1% equities, 20.1% fixed income, and 19.1% gold this seems like a basket of products that will work against each other . If one sector is up the other will be down. I can see it if their is a yield but if there is one I can't find it . Is there a yield ? Thanks for your terrific service ......

Q: I have a relative (73 years) with a portfolio of $400K, paid-off home (modest) whose pensions cover regular living expenses. She is disinterested in management of her investments but seemed happy with the performance of XGRO in a spousal RIF (dripped for convenience). This is only approx. $150K of her holdings. XGRO is meant to be a one and done investment, with the exception of some cash-type investments, she wonders if her Cash account and TFSA could all hold XGRO for simplicity.
Thank you for your valued opinion.