Investment Q&A

Q: If you didn’t own a position in GUD. Would you start one at this price? Or is it a candidate for tax loss selling?

Q: I started resp for my daughters 15 years ago. My older daughter will start university in close to 3 years, and my younger one will be completing her univeristy in 9 years. Currently, in their RESP portfolio, 67% is cash, 11% is mawer global small cap, 14% is mawer global equity, 4% is mawer canadian equity, and 4% is BAM.a. I would like to put more cash to work to get some safer growth. BAM.a seems to be cheap right now. Is it a good time to buy some more? The Canadian dividend etfs only half recovered from their March lows. Is it a good time to buy some? If so, do you have any favourable etf names? Or do you have any suggestion on alternatives? Any tips on the portofolio weightings will also be appreciated!

Q: HI 5i Team,
In my USD account I hold REGN and ABBV @ 3.5%. I am considering adding ALXN growth. What is your opinion of this stock? If not this then any alternative? Dividends are not a priority.
Over the last 3 year of my membership, have immensely benefitted from your advice. Keep up the good work.
RR

Q: Would appreciate your current opinion and outlook for Fastenal (FAST}.

Ken

Q: Hi 5i Team,

Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.

Thank you,

Pat.

Q: I've been trying to find out how resource stocks did during the 1970's compared to the commodities themselves. I know that gold and real estate appeared to have done well during that period.

If resource stocks did well enough, I am considering entering a position in TECK.B. I believe it was a gold stock back in the '80's if I recall, before combining with Cominco. So it would not be possible to see how it did back then with it's current commodity mix.

I think you are favourable to TECK.B as an investment, but I was wondering about the historic relative performance of resource equities vs the commodities if that is possible - approximately.

Thanks.

Q: Hello,
Renewable energy will be the in the high demand in future. So which stock you prefer to hold on US & Canda side for better growth.
Thx,

Q: As a general preamble, I notice that, given the recent dip, a surprising number of companies have stalled over a 2, 3 or 4 month periods. SHOP has done nothing since late June, AAPL since early August. Aside from gyrating do you consider this sideways movement the equivalent of a re-valuation? Would you recommend buying companies such as these, that also have good recent earnings reports and outlooks? And can you comment on these two specifically? If you can add any other names to this list I would appreciate it. Thank-you.

Q: While off their lows, financials have not recovered this year. I am having difficulty not seeing these as 'shouting', if not screaming buys for the long term investor. Companies like JPM and BNS seem to have sound businesses and pay a nice divvy. The conservative nature of banks in Canada seems particularly attractive under these circumstances. What am I missing? Can you add some granularity please. Thank-you.

Q: Are you aware of any companies traded on tsx or venture that focus on carbon capture to address the issue of global warming. What i have read so far is they would either store it or better yet convert to fuel to be reused and thus create a closed loop, I assume in theory but would like to know what companies I should focus on in this space.

Q: I was listening to a podcast recently interviewing a highly-regarded market analyst. Among other things, he highlighted the importance for retirees to invest carefully in the current environment. He does like gold and China, but also recommended a "high quality company" ETF. In other words, an ETF that invests in "companies that tick all the boxes" - eg. excellent balance sheet, no dividend cuts, etc.

Would IQLT be a good recommendation? I don't mind that there are no FANG stocks, or for that matter any US stocks in that particular ETF. I do own some US stocks, but I believe the next decade will be more favourable to Asia / emerging markets anyway, (currently lower PE's for example). Just my opinion.

Do you think that the expense ratio seems a bit high for IQLT ? If you don't like this one, do you have an alternative ?

Thanks.

Q: Can you tell me which shares are better to have Atd.a or Atd.b ? Is there a specific reason.

Thank you, Vi

Q: Trying to understand the reaction to SHOP's apparently good results. Understand the overall market sentiment is weak. The range of views of analysts are all over the map. Some have buys with high target prices, some have hold with average prices and this afternoon Merrill came out with sell and a low price. Most of these analysts have rating records in the top 10% of all analysts (according to TD). Can you shed some light? How would 5I rate the stock?

Q: Are there any psychedelics theme stocks you could recommend? What is your feeling about investing in the space at this very early stage?

Q: I got an article about the 2021 sector recommendations from Daily Advice and it goes like this
Overweight in Communication, Consumer staple, Financials
Market Weight in Consumer D, Energy, Industriel, Tech, Materials, Realestate, Utilities
Underweight Health Care
Do you agree with the above and if not can you suggest changes
Thanks for the help

Q: May I please have your opinion on $CPX.

Thanks Valter

Q: Hi 5i team,
What do you think of GIC Simple which is an Ontario online GIC broker? They offer access to GICs from different financial institutions, and allow account holders to set up a GIC portfolio that is fully insured. Is GIC Simple a viable option for those who want a better return on the cash portion of their portfolio? Is there a downside to using this service?
Thanks for your valued opinion on this particular subject.

Q: Hi Guys,

Can I please get your opinion of Arista Networtks (ANET). Thanks

Dave

Q: This story seems incredible - they have branded “beyond tobacco” and have a no nicotine exact tasting cigarette - they also have attracted some key people from Phillip Morris that have massive volume forecasts for this Product (hemp cigarettes with CBD)

What do you think?

Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?