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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: Hi 5i! I have the above noted 5 ETFs in various dollar amounts in 5 different accounts. Average weight in each is less than 3%. The results have been varied with IYJ and VXUS beiong the strongest recently. I am thinking of consolidating 5 into 2 holdings, probably IYG and VXUS which would give me apporoximately 5% in each ETF. These 2 would complement each other since one is all US and the other non-US. Your thoughts please.

Read Answer Asked by Michael on December 21, 2020
Q: My US exposer is very low and I would like to buy an ETF to cover that sector I presently have VEE ZEQ FPXI which other ETF would fit in this
Thanks
Read Answer Asked by James on December 21, 2020
Q: Getting cash in lieu of a full share of BEPC seems a bit cheeky to me. We were supposed to get a full share for any fraction.
I received $31.81 for half share. A full share is would have been worth $63.62. At the close on Friday that share was worth $66.98.
I didn’t see any mention of cash in lieu of fractional shares. So as of Fridays close I’m out $35.09.
Does anyone else think the same way I do?

Roy
Read Answer Asked by Roy on December 21, 2020
Q: I believe that with important monetary mass increase in the USA vs China (no increase in China ) , the yuan will rise significantly in the future; if I buy a Chinese stock on US market , will I get the advantage of the exchange rate and of a future strong yuan ? nb:In this sense Chinese bonds could also be promising.. Any general comments on this point of vue also?
Read Answer Asked by Jean-Yves on December 21, 2020
Q: Seasons greetings from Nunavut... I'd like to start positions, however all are currently overvalued according to MS - I understand its difficult to value these types of stocks. So far I have a little of all of them, except TTD. Should I just buy??? Or wait till they pull back? Are there some you would buy now and others you'd wait and see?
Read Answer Asked by Mary on December 21, 2020
Q: I'm down 60% on all three of these and finally taking the tax write off. The good news is that I can use it this year. Would you consider any worth buying back again after 30 days or not ? QST has been showing signs of life recently and perhaps CXI will recover when the world starts to travel again ? What would you do ?
John
Read Answer Asked by JOHN on December 21, 2020
Q: Thanks for answering my question on PFB Corporation and for the analysis. Recently stock has been moving up and its gone up to $23. I checked recent news/developments and looks like there is no announcement from the company. Do you have any idea why the stock price moved up over the last month? Any industry trend or sector developments Im unaware of
Read Answer Asked by Sridhar on December 21, 2020
Q: Good morning, ENGH announced a special dividend of $1.50. I believe this amounts to ~ $83 million, representing ~ 34% of their Oct/20 year-end cash balance. One might have hoped the ENGH Board foresaw 'better' ways to use this cash to advance the firm's market position. 5i has been positive on ENGH for some time. Does this large dividend change 5i's views on ENGH in any meaningful way as a solid investment going forward? Thank you. Edward
Read Answer Asked by Edward on December 21, 2020
Q: Early in December 2020, you recommended the following stocks as long term keepers: SHOP, CSU, ENGH, BYD, ATD.B, GSY. Could you please recommended 5 or 6 US stocks that are long term keepers?
Thanks!
Read Answer Asked by Grant on December 21, 2020
Q: amazon , shopify etc , shares have soared during the pandemic season. If things begin to turn around and people leave their homes to shop again , what might a person want to be invested into to ride the next wave excluding big names like Costco and home depot Etc, thanks. no Rush on the answer.
Read Answer Asked by jim on December 21, 2020
Q: The reported 'dividend' yield for BPY is reported as 9.2%. However, am I correct to say that this is not a 'dividend' like a dividend from the Royal Bank.
Is the BPY dividend actually a blend of interest, dividend, return of capital and 'other' income? Please confirm this observation to be correct or not.
An amateur DIY investor such as myself can be fooled if not careful by simply looking at the 'dividend yield' as reported in daily stock quotes.
What got me questioning the yield was the old adage "if it sounds too good to be true, it probably is". As mentioned in my previous question, the high 'dividend' put up a red flag.
Regads,
Read Answer Asked by Ron on December 21, 2020
Q: SHSP Your thoughts please on SharpSpring.Thanks.
Read Answer Asked by maurice on December 21, 2020
Q: I’m looking for the 5i Team’s stamp of approval to sell Microsoft and buy into CRWD and U.
Obviously MSFT is a solid play but perhaps these two have more growth potential?
Read Answer Asked by Dennis on December 21, 2020
Q: I like picking stocks, but I am also looking for a way to automatically invest 10% of my monthly income into some sort of index fund. Do you know what’s the best option for this? Is there a way to achieve this without having to pay a $9.99 transaction fee each time I buy something (RBC direct investing)? Many thanks and happy holidays! Love your service!
Read Answer Asked by Hua on December 21, 2020
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