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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 have about 8 grand of my portfolio allocated for these 2 ETFS. Just wondering how you would weight them. For a 20 year hold. Maybe lean toward Japan as they are more allied with the US, but then again Japan is drowning under Debt.
thanks

XEF = Japan, UK, France, Switzerland, Germany,
XEC = China, Taiwan, Korea, Brazil, India

Read Answer Asked by Gordon on November 16, 2020
Q: DOO had s short-term pop last Monday on the vaccine news but ended the day lower.
It is surprising to me that a value stock with a low PE would react in this manner.
Is there something that I am not seeing that would account for this drop?
I thought it would go up with the other value names and positive news of a vaccine should have helped this stock.

Thanks
Read Answer Asked by Herm on November 16, 2020
Q: I need to set up an annual income for my wife, for next 25 years. In TFSA and RRSP, using only ETF's. Dividend growth and HY dividends. Should have 5% yearly and 10% total return. Can you recommend the appropate ETF's. Vanguard/BMO/ I Shares (only)
Please NO EM ETF's One European OK--- Key is 5% annual income. Investment .5M$ It has to be buy and collect for 25 years. No input by my wife.
Thank you
Cec
Read Answer Asked by Cecil on November 16, 2020
Q: What would be your top 5 US and TSX companies for a TFSA? - focusing on growth but wouldn't turn down dividend payers! Thanks
Read Answer Asked by Michael on November 16, 2020
Q: Hello 5i Team,

I am now managing our Mom's ( 92 y.o. ) self-directed investments and have recently done a crystallization of gains in her Non-Registered account, for estate tax planning purposes.
I've now got to decide where to invest this significant amount of cash that she has.
Considering inflation and yet trying not to have too much risk to the downside because there may not be years left to recover from market corrections. Because of her age, I just don't want to be too long-term thinking here.
Any suggestions you can share here, with specific companies or ETFs, would be appreciated.
Thanks for the great service, and please deduct as many question credits as you see fit here.
Read Answer Asked by Drew on November 16, 2020
Q: Hello, I have been holding Intel for more than 5 years now. According to what I read in the Q&A I believe the time has come to sell it and buy something else. Would that make sense to buy Roku to replace Intel? Another option would be either NVDA or QCOM? What would you do? Thank you, Gervais
Read Answer Asked by Gervais on November 16, 2020
Q: I am interested why you would recommend Cloud MD (Doc). Is it because it's share price has increased by the graces of companies like Teladoc and Well, or do you think their promotional approach will result in a successful business model? I am old enough to remember Patient Home Monitoring (phm). Similarities here?
Read Answer Asked by Rashida on November 16, 2020
Q: As an investor, I've been in & out of Questor a few times over the past 10yrs. They seems to have a great technology to reduce green house gases but they never seem to get much traction in the oil/gas industry. For an industry that is under constant scrutiny to reduce emissions you would think they would get better adoption of their technology. What needs to change? The new US government will definitely be more pro regulation to fight climate change but will this be enough. Somehow I think the company should be doing more self promotion within industry.

How would you rate the performance of the management team to date?

Thanks
Read Answer Asked by David on November 16, 2020
Q: Hi Peter & 5i team,
Currently we hold seven stocks in our grandson’s (age 7) RESP. At this time, we are holding some cash and will be adding more cash in the new year. In your opinion what would be your top 3 ideas for a new addition or adding more to the current holdings.
Thank you for your suggestions in the past.
Read Answer Asked by john on November 16, 2020
Q: Hi 5i team,
Last week was about the 4th big rotation from growth to value this year. This morning Moderna announced success with its vaccine. All the fund managers are now adding extra 10 lb. value weights to their barbells. My barbell has been heavy on the growth side. While you often give target sector weightings, you don’t tend to do it between growth versus value. I know you are growth managers for the most part but does this 2nd vaccine and change in market sentiment now give you pause to consider placing more of a value tilt on one’s portfolio?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on November 16, 2020
Q: Peter; We had a Trump rally when he was elected- could we another one if,as, and when he leaves?
Rod
Read Answer Asked by Rodney on November 16, 2020
Q: With one news there is a possibility that some other firms might also be sucessful in finding one so if more good news come in which stocks will benefit?Or do you think
market has over reacted with pfizer news?
Read Answer Asked by Nizar on November 16, 2020
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