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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: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!
Read Answer Asked by Alex on January 21, 2021
Q: I think I understand (mostly?) how the overall choice of holdings in this ETF are determined .
But how is the weighting of any individual holding in this fund determined? E.g. current holdings in the utilities sector include RNW (with a current 4.32% yield) at the top of the list at 3.08%, INE (2.4% yield) at 2.59%, CPX (5.44% yield) at 2.17%, ACO.X (4.51% yield) at 0.92%. Are Blackrock including some assessment of the other metrics of the companies in question (perhaps explaining the comparatively high 0.66 MER)?
Why would e.g. LNF, which would seem to otherwise qualify (2.58% yield with a 17-year streak of increasing dividends) be excluded?
Read Answer Asked by Lotar on January 21, 2021
Q: Knowing the future is leaning more toward electric vehicles, can you give me some companies that might be worth looking at? Also can you put them in order of most likely to succeed? Thanks
Read Answer Asked by Ziaad on January 21, 2021
Q: I have a well balanced portfolio, intentionally tech heavy. Recently I added 1/2% each of Cars, Hero, Cybr and Edge etfs. What do you think about selling my PEO and using it to bring my Evolve holdings up to 1% each?
Read Answer Asked by William on January 21, 2021
Q: Will the big Canadian Banks be allowed to increase their dividends this year?

Paul
Read Answer Asked by PAUL on January 21, 2021
Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?
Read Answer Asked by Allan M on January 21, 2021
Q: Since 1974, with my 1st investment in koffler stores (shoppers drug mart),I have looked for some rational reason to purchase a stock.
Obviously I have seen some times that I cannot explain. Today is one of those days.
I own fdx market cap 60 b more or less
I see door dash has a market cap of the same
How can this be reasonable in any way.
Have investors lost their collective minds or is it possible we are entering a dangerous time in the market .



Read Answer Asked by Leon on January 21, 2021
Q: Hello 5i Team
Further to BAM takeover of BPY, I looked back at the BPY takeover of Brookfield Canada Office Properties (BOX-UN) in 2017 for a similar timeframe:
January 23, 2017 takeover at $30.10 announced
April 20, 2017 revised takeover price of $32.50 announced
June 30, 2017 offer closed BOX-UN delisted
Therefore do you see the following timeframe to be reasonable:
Revised takeover price announced either mid march or early April 2021
BPY unit holders would receive the March 31, 2021 distribution
Completion of takeover prior to June 30 distribution payment (i.e. unit holders will not receive June 30 distribution)
Also noted at the time BPY increased their offer by approximately 8 % for BOX-UN – therefore would an increase from US$16.50 to the range of US$17.50 to US$18.00 be considered reasonable?
Thanks for the great service.
Read Answer Asked by Stephen on January 21, 2021
Q: I apologize for bringing up GUD, however there seem to be quite a few people waiting to jump on this stock. (I just did)
I have noticed as the price erodes there is a buyback, insider purchase or indication of possibly something coming up; creating a small flurry of buying until it deteriorates again.
This stock has been kept in the BE because of the co. strategy/positioning, cash position and track record of the CEO.
The CEO has stated you invest in GUD for your grandchildren -so the focus is on the business and not headlines or announcements.
It seems to me the insider/corporate buying is a signal to be patient - that they aren't asleep but are investing their own money and retained earnings back into GUD because it makes good business sense.
I can't imagine propping up the price for any other reason(please confirm).
Thank you
Read Answer Asked by Delbert on January 21, 2021
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