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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 attempting to increase the bond exposure in my portfolio. Would you consider XHY as a good option or a combination of other bond ETF's, if so what others would you recommend?
Thanks
Kim
Read Answer Asked by kim on August 14, 2023
Q: Hi 5i,
I am interested in purchasing HXX to get tax efficient exposure to Eurozone in my NonReg account. The AUM is approx. 95M, Counter party exposue is 24% and the 30 day trading volume is 1,500. Do you see any issues with buying this ETF for the long haul? Is Eurozone a decent valuation compared to Canada and USA markets? thanks
Read Answer Asked by Ian on August 14, 2023
Q: I am looking to balance my portfolio by sector and global geography by recommended asset mix based for my circumstances. Can I scan all 5i reports and answered questions by sector? Is the best method to see geographic allocation for a given selection of stocks within a sector to create a portfolio (of only the selected stocks in a sector) and then run 'Portfolio Tracking and Analytics'? Thank you.
Read Answer Asked by Glenn on August 14, 2023
Q: Hi Team,
Which of these names do you see doing best from current levels 5 yrs from now? Sq, LMN, WELL, or SHOP. I am currently holding a few shares of sq and am considering selling out for a 18% loss and putting the funds to one of the other names mentioned. Whats your thoughts ? Or should I just continue to wait for a recovery in Sq? Or if you have any other “must buy” names today that are better than all the ones mentioned I would like to hear those ideas too. The holding is inside a tfsa. Thanks for your advice !

Shane
Read Answer Asked by Shane on August 14, 2023
Q: If you didn't have any shares in these companies wouldn't this be a good time to buy and slowly add over the next couple years. My thinking is CTS just has to go back to three dollars and your up 20%. They are buying back shares, dividend, huge ebitda etc. Board makes a few tweeks and sentiment and direction changes. I understand if you have a position to hold. Do you generally agree with the above.
Read Answer Asked by Steve on August 14, 2023
Q: Like CSU please suggest 10 US and Canadian mix which can be no need to watch every day,Loosers lately makes hard to sleep at night. Such as NVEI,TSU,ATZ.CTS
Read Answer Asked by Nizar on August 14, 2023
Q: Are any of these three buying opportunities right now? Any you would sell? Looking at a 3 - 5 year time frame.
Read Answer Asked by Alfred on August 14, 2023
Q: Sorry for another NVEI question.
In the responses on NVEI, 5i considers it a HOLD. I'm down 60% in a taxable account and will probably sell for tax reasons. My plan was to buy it back after 30 days.

What would it take for your recommendation to become a "buy" or "add to an existing position"? On the other hand at what point does it become a "sell"?

Are you considering the same "hold" status for the growth portfolio of will you be making changes with NVEI?
Thanks
Read Answer Asked by Marco on August 14, 2023
Q: Hi!

Here is a puzzler for you....

In essence my question boils down to if/when one should sell an "A"- quality. dividend paying stock.

Example: I bought 100 shares of BNS at $55 and it went all the way to $92. I am still holding it (did not sell at all). It is now at $65. I get about $400/year in dividends.

A quick calculation shows that had I sold at $92, I would have gained about $4000 which is about 10 years worth of dividends without the wait.

Is there a handy approach to win in this sort of situation?


Read Answer Asked by D on August 14, 2023
Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.
Read Answer Asked by John on August 14, 2023
Q: Do we know which large customer did NVEI lose? At what cost?

We often see sell/buy transactions with no divulged details. Being naïve, shouldn’t the investors know these details, when they could impact the financials. Do analysts know more than we do? I’m aware we are talking private companies and their competitors, but it is a bit frustrating.

Thanks for your work.
Read Answer Asked by Denise on August 14, 2023
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