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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: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted
Read Answer Asked by Ted on January 27, 2022
Q: Good day guys:
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark
Read Answer Asked by Mark on January 26, 2022
Q: Can you give me your read on ZPAY. Looking for an income component of my portfolio with a good capital preservation. The dividend seems high, which I like, but based on their holding leaves me wondering where the revenue is coming from and will it be a safe allocation of capital. Your comments on it trading below NAV would also be appreciated.
Much appreciated
Read Answer Asked by Francisco on January 26, 2022
Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
Read Answer Asked by Gary on January 26, 2022
Q: Hi Team,

On a scale of 1 (nothing alike) to 10 (identical) how do you rate the similarity to this tech meltdown with the late 2018 version?

Thanks
Read Answer Asked by David on January 26, 2022
Q: I see more and more questions about bond funds. A comment only. I will never buy another one. Even in a declining interest rate environment I had no success. Good luck in a rising environment. Laddering individual bonds in my opinion is not utilized nearly enough. Look at bond ratings when purchasing.

Paul
Read Answer Asked by paul on January 26, 2022
Q: Can you define "secular compounder" and list a few Canadian companies which meet that definition and which you would find attractive today?

Thanks,
Read Answer Asked by Peter on January 26, 2022
Q: For the infrastructure sector US and global - what would be a good ETF to reference. Do you have any high conviction infrastructure stock recommendations? Thank you.
Read Answer Asked by Patrick on January 26, 2022
Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.

Need about 10 for RRSP and 4-5 for TFSA.

Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.

Take as many credits as needed.
Thank you so much for this great service.
Read Answer Asked by Tulio on January 26, 2022
Q: Please take as many credits as you need to.

I'm so tired of seeing my fixed income portion of my portfolio trickle away. What would you think about equal allocation to the following?

I'm not so concerned with costs if the holding doesn't degrade, but I still want some yield. Please pick it apart and make suggestions. Thanks!

HORIZONS ACTIVE ULTRA SHORT .HFR

RBC CDN DISC BD ETF .RCDB

KRANESHARES TRUST IVOL

PIMCO MONTHLY INCOME FD CDA .PMIF

PENDER CORPORATE BOND FUND .PGF550

FIDELITY GBL CORE PLUS BD .FCGB

BMO PREM YIELD ETF .ZPAY

PICTON MAHONEY FORTIFIED .PFIA

DYNAMIC PREMIUM .DYN3361

BMO AGGREGATE BOND .ZAG

FIRST ASSET INVESTMENT GRADE .FIG
Read Answer Asked by Gregory on January 26, 2022
Q: Dear 5i team.

May I please have your updated views on TAN? Last flurry of Q's date back to Oct'21 when it bumped it's trading head at the 100 dollar range for several weeks before beginning current decent to 60ish.
How do the technicals/fundamentals look to you today and is it time to begin a small position?

Many thanks for your help.
Read Answer Asked by Arthur on January 26, 2022
Q: Hi 5i.

I have studiously avoided investing in tech companies, largely as a result of not taking an interest in/understanding their businesses. (This is similar to my reason for never investing in crypto, which I can see only as a load of hogwash.)

With the recent drawback in tech prices, I now have some interest in putting some money into a couple of tech stocks that have a good growth outlook in the near- and mid-term. With that as the goal, simply some growth over the next few months or year, what 2-3 names, Canadian or American, would you suggest? (NB: I am thinking of putting no more, and probably less, than 10% of my portfolio into this play.)

Thanks for your help.
Read Answer Asked by William on January 26, 2022
Q: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?
Read Answer Asked by Gerry on January 26, 2022
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