Investment Q&A

Q: Hi Team,

What do you think of the purchase by WELL this morning? Are they issuing shares to pay for the transaction?

Thanks!

Q: Pls comment on the recent earnings for each. Would you continue to hold ? Thank you.

Q: Hello Peter,
Recently the Canadian Cannabis companies surged for various reasons (short covering, and potential Biden win etc). However, I would have expected the US companies to have surged alot more given they are already operating in the US. Any comments? Also, would i better off allocating monies equally to HMMJ (Canada) and Hmus (US companies) or put more into Hmus? What is your opinion on Curaleaf?

Q: Good day team,
Can you please tell me what you think about this company? They recently announced a public offering of four million new shares and despite the greater number of shares the stock price didn’t drop.

Q: Good morning 5i
Is the drop in Docusign today in relation to the raise of other stocks because there may be less need of it if there is a vacine? How does this affect your medium and long term views of the stock?
thanks

Q: Can you please provide a brief analysis of how this company is doing and what its prospects might look like. Would this be a good potential for a play on an increased infrastructure spending program in the USA? Thank you for your excellent service.

Q: Why the 15% pop today?

Q: Well has now announced another acquisition. INSIG Corporation, following 51% ownership position in Integrated Allied Health Services earlier this month. Do you feel that a stock offering will be required to support these moves?

Q: Hi 5i,

Thanks for the great. What are your thoughts on the tobacco stocks (Imperial Brands, Philip Morris, Altria, British American)?

These stocks seem cheap with amazing yields—but just keep getting cheaper. Is it time for me to take losses and move on?

Thank you!

Q: Can you give me pros and cons of these ETFS, TLF, TXF, VFV, ZQQ. I'm looking for a long term hold without too much volatility. Can you recommend one or two? Can you also comment on the bizarre divide from TXF and its covered calls.

Q: Hello,
What do you think of ARX?
Thanks!

Q: What is your view of Thomson Reuters. Do you see it as a continuing success story for future growth. Thanks.

Q: All three are smaller weightings in my TFSA (1.5 - 2%). Which two would you add new money to today? Thanks.

Q: Please provide your comments and financial position on these LNG producers listed large to small on market cap.
What percentage of their business is strictly LNG.
Are dividends sustainable that are ranging from about 7 to 15%.
thank you

Q: Does today's price have a baked in value of the vaccine passing the fda approval or can we expect it to double or triple after approval.

Q: WYNN is up a lot today after the vaccine news. Thank you!
Do you suggest keeping this stock for more growth or it's time to sell?

Q: Looking back at the responses to Members Questions on Unity Software so far, it's been mixed. Some recommendations have been for Unity as a good growth/tech stock for long term and some have responded saying that it's not good to jump into something right after IPO and without more quarters/years under their belt.

Is it a good time to jump in to Unity at this point after the huge run-up post-IPO?

Q: Looking for your thoughts (arguments pro and con) and perhaps suggestion. I'm currently out of Pembina Pipelines (PPL:CA) for tax loss harvesting (I've temporarily added to my ENB holding to maintain sector exposure). But here's my question: should I just avoid rebuying PPL (after 30 days)? Currently, I have exposure to both TRP (2.7% weighting) and ENB (2.1% weighting) within our family's ~55-stock portfolio. Maybe it is "best" (simpler, higher-quality companies, etc., at expense of somewhat less diversification) to just keep the 2 pipeline stocks (TRP, ENB) versus going back to having 3 stocks (TRP, ENB, PPL), but maintaining similar overall pipeline weighting (~5% of portfolio). What do you think?
Ted

Q: If you assess the following Canadian sectors: financials (the big five banks, insurance companies), electric utilities (EMA, FTS, CU) , pipelines (ENB, TRP), telcos (T, BCE, RCI) and rail (CNR, CP) ... how would you assess each sector for dividend sustainability and growth?

Q: I am resending this question. Hope this reaches you this time around.
Prior to asking this question I re-read your answers to my own question on VRIF(!!) in September and your answers to others as well. I read Barkha's excellent article on VRIF in this month's ETF&Mutual fund update. I read your answer to my question about asset allocation and read the articles you suggested but not the book. Difficult to get hold of it  in the library.
I also was intrigued by Gregory's question on ETFs based asset allocation in October and looked up ETF and Mutual fund newsletter and reviewed ETF based portfolios including Richard Morrison's excellent update.
Question: IF, I know this is a big IF VRIF is has a steady return of 4 % (it may have to dip into capital ROC some years, I understand and accept it), then can I invest most, say 60 to 70% of my portfolio in it and the rest in some other ETF (just one may be two) to enhance the return? Richard Morrison in ETF&MF update says most of the performance in Growth ETF portfolio comes from XQQ. Our smallish pensions plus minimum RRIF withdrawal in the future may well help us to retire with peace of mind. We are looking at our monthly needs and construct a portfolio accordingly and VRIF+? 1-2 ETFs+pensions may do the trick we feel. Instead of 10 to 13 ETFs what ETFs would you suggest to enhance a VRIF centered portfolio? 
Kudos to CMS November/December edition. It is as if you thought of pre retirees/retirees like us and published it! I read it quickly but it needs a more in depth study.