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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: I am a snowbird and require income in US funds. With the recent weakening in the US dollar is now a good time to convert some Canadian currency assets into US currency assets. What are your thoughts on the Canada USA exchange rate has it peaked or will the Canadian dollar stronger?


Thank you


Steve
Read Answer Asked by Stephen on January 05, 2021
Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray
Read Answer Asked by Murray on January 05, 2021
Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.
Read Answer Asked by Roy on January 05, 2021
Q: Please comment on the timing of taking a position in RBF1650 as an income investment. What is the risk compared to XBB? Inflation is one of the biggest worries for Canadians currently. Happy New Year to everyone at 5i. Thank you
Read Answer Asked by Richard on January 05, 2021
Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!
Read Answer Asked by Grant on January 05, 2021
Q: Peter; If the Georgia election is “ overwhelming “ in the Democrats favour - basically rejecting the Trumpaffoon - is this a market changer and possibly the end of the clown politics? Crystal ball question I realize. Thanks . Rod
Read Answer Asked by Rodney on January 05, 2021
Q: Hi Peter, Ryan and Team,

Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?

Thanks.
Read Answer Asked by Marvin on January 05, 2021
Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!
Read Answer Asked by Henry on January 04, 2021
Q: what are the differences between the services provided by THNK and WELL ? if there are many similarities will THNK compete with WELL in the future acquisition of companies in the digital and non digital field ? thanks Richard
Read Answer Asked by richard on January 04, 2021
Q: 5i
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C
Read Answer Asked by Bill on January 04, 2021
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