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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 am a bit overweight on pipelines and think I should sell some Enbridge or Pembina and beef up a couple of my smaller tech holdings since we are a bit underweight on that right now. I already own enough CSU, KXS and OTEX but only partial positions of Enghouse and Descartes. We have bought and sold SHOP several times over the past year, making some good money so have treated it more like a trading stock and don't currently own it. Would you agree with buying more Enghouse and Descartes for the long term at this time or would you recommend something else?
Read Answer Asked by Maria on August 26, 2020
Q: Hello 5i,
I just received your article on the Canada Pension Plan fund. Thanks very much for taking the trouble to send that out. One of the things that struck me on the top thirty holdings of this successful fund, is that the only Canadian holding in that category is wsp global. i am wondering the reason why? I am sure that they are close to this organization and have some idea of their plans? Do you think they believe that having this company in the top thirty indicates that they have above average hopes for its future expansion?
thanks
Read Answer Asked by joseph on August 26, 2020
Q: Good Afternoon,
I heard someone speaking on the tv today about REAL and how they have access to a large amount of data in regards to home inspections that need to be completed to qualify for refinancing. I have never thought of this angle before, all the homes out there that require a new roof, plumbing , windows etc. They are wondering how they can monetize this data . This could be very valuable data in the right hands, thoughts on this concept?
thanks
Read Answer Asked by Chris on August 26, 2020
Q: I am helping a 19 year old relative set up a brand new TFSA. With $12,000 to invest, I would like your thoughts on the following possible approaches:

1) The market rally seems overdone to me in the short term, although maybe there are not many great alternatives, so investors are buying stocks anyway. But Sep/Oct are often volatile, so perhaps we should hold cash and invest on the pullback?
2) Since the time frame is decades, we could disregard the current market conditions and invest now.
3) Hedge our bets - invest half now, and keep half to take advantage of pullbacks.

When we do invest, we will likely invest half ($6K) in an ETF, and the other $6K in 3-4 stocks. What specific ETFs / stocks would you suggest?

Thanks for your sage advice!
Read Answer Asked by Ed on August 26, 2020
Q: Further to my question of August 24, John Heinzl of the Globe mentioned if you were exchanging BIPC for BIP.UN, you would lose money because BIPC is worth more. In your answer you have mentioned it was somewhere in the neighbourhood of $8.00. The reason is by making the exchange which is in my TFSA with an adviser which has limited yearly trades and then after that, trades become over $50 per trade. That way, the exchange would cost me nothing and I would have one lump sum of BIP.UN which would cost me 1 trade and I would take the cash out of my TFSA and I would buy BIPC in my online non-registered account with another institution for $9.99. Would I be losing the $8.00 (or somewhere in that area) per share by doing this, OR if, for example, I had $9,000.00 worth of BIPC shares which became BIP.UN in the transaction, would I get $9,000.00 worth of BIP.UN shares? I am just concerned I am clear on this. Thanks Dennis
Read Answer Asked by Dennis on August 26, 2020
Q: Hi Everyone at 5i! I hold some Mawer150, and was wondering what you thought of it and if there was a comparable holding in an ETF format? Cheers, Tamara
Read Answer Asked by Tamara on August 25, 2020
Q: Good morning 5i. I am considering "parking" about 10% of my portfolio in "cash equivalents". Are CVD and CPD your preferences in this case as I see they pay out roughly 5% which seems a reasonable risk/reward scenario? Are there other options or recommendations that you might consider? Thank you in advance.
Read Answer Asked by Peter on August 25, 2020
Q: Hi 5i team,
I am not a value guy as you know from my questions, but I do mix in a sprinkling here and there. There seems to be some speculation by U.S. analysts that GM could or should spin off its electric vehicle division into a public company and that would attract a much higher market multiple. In the past, you were not very positive on GM and its prospects. Given the spectacular run of TSLA, has your opinion changed at all on GM, given its electric vehicle assets, and what would you consider to be the likelihood of a spinoff?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on August 25, 2020
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