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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: Your opinion on HISA, please... The ETF sponsored by Evolve Funds. Also The HISA in US funds for short term holdings. Thanks
Read Answer Asked by george on September 15, 2022
Q: Hi there, I'm building a portfolio based on the 4% withdrawal rule. I read a study where based on country specific stock market data, the 4% withdrawal rule only worked in Canada, US and maybe 3 other countries. Based on this study and using history as a guide - if one were to build a portfolio with 50/50 Canada and US exposure, would it be best to use VCE and VFV or VCE and XSP? Also, if VCE is not the most appropriate Canadian ETF, what would be the most suitable? I've seen XIU, XIC and VCN often mentioned, but it appears like VCE has a slight outperformance?

Thanks!
Read Answer Asked by Michael on September 15, 2022
Q: Hello Peter,
Thanks for your explanation to a question asked earlier on BAM; sorry, are you able to expand a bit. If one owned 100 shares of BAM, what would happen as you mentioned 1 for 4 basis. Does this mean BAM will still trade as BAM, and another company will trade as XXX, but as a shareholder 400 shares would be in the account or 25 shares? Also, what would happen to BIP, and BEP as there seems to be an overlap.. Much appreciated. Finally, if one owns BAM today, should one just stay put and hold the shares... thanks very much
Read Answer Asked by umedali on September 15, 2022
Q: Hello 5i,
In the September market and report updates there is no mention of information regarding additions or removal of holdings in any of the portfolios. Have I missed something? Usually there s a mention of no movement to a given portfolio.
Thank you
Stanley
Read Answer Asked by STANLEY on September 15, 2022
Q: My question is on BOARDWALKTECH SOFTWARE. I've read your last comments but I’m just trying to understand what industry this company caters to. Where do they derive their revenues from and is the CAGR (Compounded Annual Growth Rate) for this particular industry good looking forward? If you were going to add this to a microcap portfolio would you do it here as it is getting close to 52 week highs or wait for a pull back, or just stay away from it period and sell, sell, sell if you already have a position?
Read Answer Asked by James on September 15, 2022
Q: good morning,
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
Read Answer Asked by Denis on September 15, 2022
Q: Hi Peter and staff,

On Sep. 13 I asked about possible new purchases, and one of the recommendations was UPST. So I'm looking at the chart and it looks like it's on a free fall for the last year, although it has stabilized recently.
I went back and checked on past Q&A and your view was not positive for UPST. You recommended AFRM over UPST and you mentioned that the fundamentals and potential have deteriorated.
I also checked and it appears that right now there are 2 Buys, 6 Holds and 1 underperform.
Just wondering what new information you have that would make this a buy.

As always thank you for your advice.

Joe
Read Answer Asked by Joe on September 15, 2022
Q: Can you comment on the spinoff news at BAM? Some details were disclosed and it sounds bullish but would appreciate your perspective.
Read Answer Asked by Mike on September 15, 2022
Q: I'm thinking about selling some of my 8.4% WSP weighting and buying more DOO to increase my weighting to 3%. Would you endorse this move? 2 or 3 weeks ago DOO was down due to a cyber attack and today up 10% due to great numbers...frankly I'm a little dizzy with all this bouncing around. None-the-less DOO seems to be an excellent company. WSP is also an excellent company but the ride seems less bouncy. By-the-way I bought WSP due to 5i"s recommendation. Up 360% to date - so thanks!
Jim
Read Answer Asked by James on September 15, 2022
Q: Let's assume I am ready to bet that the stock market will provide me 7-10% CAGR over the next 20 years. I could buy an index that tracks the market. But is there an ETF that could provide me with 2x or 3x leverage on this bet (with the help of derivatives or any other tool/tactics that I have no chance of understanding), hence providing me with 20%-30% CAGR ?

That would be too easy right ?
Read Answer Asked by laurent on September 15, 2022
Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
Read Answer Asked by ed on September 15, 2022
Q: I noticed an interesting thing the other day, with the CPI announcement in the US causing a sudden severe tech market downdraft. Tech stocks such as Amazon went down about 6% and have stayed there. Smaller Canadian tech stocks didn't however. I hold both Converge and Topicus and they are both trading higher than they were two or three days ago. Does this decoupling mean that smaller Canadian tech stocks may have bottomed? Ie. all of the weak shareholders have been flushed out and mostly long term holders now hold the shares?
Read Answer Asked by Michael on September 15, 2022
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