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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 just took a quick look at the portfolios year-end numbers...congrats on the performance this year on all 3 portfolios.

Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?

Thanks...Steve
Read Answer Asked by Stephen on January 13, 2021
Q: The market seems to be shifting to value stocks. I am overweight many tech stocks. Should I sell some of the tech stocks and buy value stocks?
Read Answer Asked by Linda on January 13, 2021
Q: I currently own WSP and am looking at ACM to get more into an infrastructure play. Do you see these 2 companies as too close to be considered as diversified? If too close, then can you suggest one or two other potential prospects, other than J:US which I currently hold. By the way, thank you for that excellent suggestion.
Read Answer Asked by Leonard on January 13, 2021
Q: Overall I am below the recommended allocations in these sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Healthcare. I have cash to allocate in my TFSA (about $8600). Which would be the best place(s) to invest now in any of these sectors in the TFSA?
Read Answer Asked by Stephen on January 13, 2021
Q: Hi Peter
Can you point me to a good actively managed mutual fund(s). with reasonable MERs. Having been a very successful manager yourself is there anyone that stands out over the longer term preferablly with a mandate bigger than Canada.
Thx Blake
Read Answer Asked by blake on January 13, 2021
Q: I'm aware of your opinion ("agnostic") on Power Corp. Over the last 5 years POW has raised the dividend at a CAGR of 11-12%. Assuming the dividend continues to rise AND assuming no significant increase in fixed income rates for a few years, would not POW stock price rise similarly as investors look to safe, stable equities for income? Result could be combination of rising income and appreciating stock value.

Thanks - IslandJohn

Read Answer Asked by John on January 13, 2021
Q: Hi 5i team,
Where is the PR group of KXS these days? They are strangely silent on the Blue Yonder complaint in a Texas court on patent infringement. The only item I see is the Dec 14th release saying that KSX will vigorously defend itself against the claims. That’s it. Has it gone to trial? Has KXS set out any defense? Most companies under attack would at least issue some sort of rebuttal. What do you make of this silence?
Thanks again.
Dave
Read Answer Asked by Dave on January 13, 2021
Q: What is your opinion on investing in Canadian cannabis producer Sundial Growers (SNDL)? It's been on the rise recently but still way down from historic levels. If you do not recommend it, do you have any preferred alternatives in this space?
Thanks again - John C
Read Answer Asked by john on January 13, 2021
Q: Happy New Year 5i and team
I have a well balanced RRIF with significant gains thanks to your advice and have 2 questions:
Do you still look for a strong 2021 in the Canadian market and which sectors are likely to be the leaders ?
Specifically, I am a bit under with a small position in BBTV in that RRIF. Should I consider selling and what 3 names should have better potential for long term growth from here ?
Thanks for your continued advice
Peter
Read Answer Asked by Linda on January 13, 2021
Q: Why do you like KRR so much? and what do you see in the future for this company?Is Maverick still a player here as well and if so to what degree?
Would you rather buy MMX then KRR as for diversification?
Can you tell a bit about KRR financial position ,insiders holdings,cash,cashflow?
In environment with rising interest rates,could KRR still be attractive?
If its about dividend,which mining/materials company would you prefer?
Read Answer Asked by Josh on January 13, 2021
Q: I had bought BPY for a number of reasons including the eventual return of mall traffic, the fact that it had room to run to get near to its pre-covid price, the dividend and then of course, having Brookfield management behind it. The closest replications I can find are Simon Property Group and SRU in the U.S. and Canada respectively. Can you speak about their payout ratio and management quality, and especially their main risks in the medium term. Thank-you.
Read Answer Asked by Alex on January 13, 2021
Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.
Read Answer Asked by Jacques on January 12, 2021
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