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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: Greetings 5i,
The Texan power grid fiasco will hopefully force the generation and distribution companies to 'winterise' their infrastructure.
Aside from customers, cui bono?
Thank you, your advice has helped me educate myself, analyse data and make better decisions.
Yan
Read Answer Asked by yanyl on March 09, 2021
Q: I am more than happy with the long term performance of this company . However the last two quarterly reports issued by the company have been somewhat pessimistic regarding growth prospects as the economy recovers from the covid pandemic . Cash flow is good , and the company will be buying back shares . I wonder if the are now an acquisition target for a larger competitor . What are your thoughts -- are they a buy , sell or hold?
Read Answer Asked by Thomas A.J. on March 09, 2021
Q: Peter, if with the reopening there is a shift in interest from growth into value stocks which Cdn/US stocks are best positioned on the value side ? In the US would you include Berkshire on the value side due to it sweighting in the Financials etc ? Would you agree with the strategy to shift from growth to value ? Thank you.
Read Answer Asked by Paul on March 09, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Good morning 5i team,
What is 5i's view of companies that spread stock option expense across P&L categories? A company might report significant R&D expense which an investor views as a positive, until one realizes that a considerable portion of the R&D expense is related to stock options? Is that generally-accepted accounting treatment? How do companies generally handle this? How does 5i view one treatment versus another? Thank you.
Read Answer Asked by Edward on March 08, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: Hi Peter,
I enjoyed your article again in the FP, as I always do. I do think the 60/40 split is an old market axiom that has outlived its time. I understand the bond argument for balance and income. I am lucky to have a DB pension, so I don’ t need bond income. Similarly, if I want to sleep better, I move into lower beta or value names, which I have done. My question, if you don’t mind me asking, is what is the average bond weighting of your staff in your portfolios?
Thanks again.
Dave
Read Answer Asked by Dave on March 08, 2021
Q: I need to add some bond ETFs to my portfolio. Could you give three US dollar and
three Canadian dollar funds that you prefer .
Read Answer Asked by Roy on March 08, 2021
Q: Hi Peter and Team
We still hope that markets are looking strong for this year and next so are asking if we should use a cash position in our RRIF and TSA to pick up new 2.5 positions in your latest portfolio adjustment suggestions (DND, TRI). We are also hoping to have more US market exposure in these accounts and are wondering if we should wait for the launch date of the new US ETF that Peter has introduced. Is there a ticker or start date on this ?
Thanks for your continued guidance.
Peter
Read Answer Asked by Linda on March 08, 2021
Q: The etfs ZST and HFR are both classified as ultra-short term bond funds. HFR has an active designation and a slightly higher MER (0.47% vs 0.16%) but their long term behaviours are markedly different. Over 10 years, ZST has lost ~15% of its value whereas HFR has remained flat. In the covid-spring of 2020, HFR briefly lost 20% of its value (now regained) but ZST hardly moved. Do you have any idea what accounts for this different behaviour?
Read Answer Asked by richard on March 08, 2021
Q: Please share your long term view for this company - ttcf. Thank you!
Read Answer Asked by David on March 08, 2021
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