Investment Q&A

Q: Good morning. I am interested in an ETF is this sector. Can be be US or Cdn issued. ZWK loooks interesting but very small and new. Any other viable suggestions. Thanks

Q: Hello 5i,
Two questions (or maybe its three...) this morning so please deduct points accordingly (all arising out of Portfolio Analytics indicating I need to increase my US exposure and also my tech and health care holdings - all of which I'd like to do while staying on the TSX).
First regarding tech, each of TXF or TXF.B appear on their face to be promising investments, for their distributions if nothing else. Although the MERs are a little high, and net asset values and volumes are low, are there reasons why a buy and hold (3 to 5 years) in either is not a wise choice? And if a buy is warranted, the hedged or the unhedged?
Second, regarding health care I'm looking at HHL and HIG and would appreciate your thoughts on their comparative merits - and also to be told if you think either or both are best kept away from - again with a 3 to 5 year hold in mind.
As a wrap to all the above, if you think the ETFs I've asked about are best avoided for the 3 to 5 year term I've got in mind, can you offer some alternatives?
And finally just a comment: Portfolio Analytics has really allowed me to step back and get a much better objective look at my investments which had gotten spread all over the board and need some discipline, and has given me both the tools and the confidence to structure them (I think and hope!) securely and profitably.
Very glad I found you. I gave a year of 5i to my son recently and I hope he uses it a lot - did you get that Geoffrey?
Thanks for everything.
Peter

Q: Good afternoon,

I have held DOL since January 2018 and since that time, overall, I am down about 3%. I have somewhat lost patience with it as many of my other names have done well during that period.

What are your current thoughts on DOL and it's future over the next 3-5 years? If I was to sell it, what are some more larger (market cap) stocks that you like for a mix of balance and growth that aren't tech? I was thinking possibly BAM.A, TFII or BOYD as some candidates.

Thanks.

Q: Own this company and do not understand with good numbers etc why the unhappiness? Thank you.

Q: My son who is 42 is opening a TFSA. He is getting a late start at investing as he has been emloyed overseas for most of his working life. He has asked me to help him. I am wondering if ETF's would be the best way to start. If so what would you suggest for seomeone his age. Also if he started with equities what would you suggest as well?

Q: Good day everyone and good job on BNN Peter!
Regarding PLTR, what kind of “runway” do you see on this company and what price potential can one expect?

Thnx in advance!

Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.

Q: Hello,
I own KL. Gold is up 25% (1 year return) while KL is down almost 10% (1 year return). YTD, KL is down 2.5%. The quarterly results looked fine, they pay a dividend, been buying back shares but there has been relentless selling within the last 3 months from a stock price of over $76 down to now about $55 and change. In addition, its has breached its 200MA from a technical standpoint which does not bode well either.
Would you consider KL a buy at the current level and why do you think the stock has taken such a beating even though Gold seems to be holding up well.
Thanks,

Q: Please suggest a few cybersecurity relayed stocks remain reasonably priced for a 3-5year investment. Thanks

Q: Hi there, I caught the BUS, but it looks like I'm on the express, anything you folks can shed light on for today's stock action?

Did they release any information during their virtual CUTA (Canadian Urban Transit Association) presentation today to ride their shares up?

Also, they stated the following today;
"Management looks forward to the review of third quarter financials, updates on the current delivery of 90+ Vicinity buses into the U.S., and a discussion of the new Vicinity LT electric vehicle. Specifications and detailed overview for the EV will be announced before market open on Tuesday"

3Q results are to be released Monday Nov 23 after market close.

Are investors looking forward, and reading more into their statement quoted above?

Have you heard any rumors floating around out there regarding Grand West, after today's presentation or release?

Thanks!

Q: Doing a complete revision of my portfolio and these names came up for consideration.
I would appreciate your input as to whether they could be a good investment at this time.

Q: Good Day Team What are your thoughts on averaging down on this company .Do you see any warning signs of the recent downtrend .Thank you

Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave

Q: hi guys do you think DFN will pay a dividend again anytime soon and also do you think vet will pay dividends any time soon thanks Larry

Q: Is there a reason why Calian has been dropping in recent days?

Q: Please comment on the Company and recent quarter vs expectations. Thank you.

Q: Peter,

You mentioned on BNN that it was extremely positive that Go Easy had lower writeoffs during the pandemic. I question how much of this was due to government handouts to so many people. Comments?

Paul

Q: CHE.UN - been holding this for years, but is now the time to let go as future prospects look dim, take my losses and find something more viable? And what would be more viable along with a decent dividend? Thanks...Glenn P.

Q: Hello Peter, it's been a couple of months since you addressed a question on this company. Can I please have your current assessment? Also, as the yield is very nice, if one has a moderately high risk tolerance and no need for the cash in the next few years, would you consider it worth holding, or would you move on to something else.

Q: Why was your appearance on BNN ‘North American Equities’ vs your usual small & mid cal Canadian equities. And why were your three top picks US and not any Canada?
Thank you