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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: Your delightful Jan 8 article,5 themes for 2021, mentions Bepc,a star performer,& Sedg. On Jan 4 ,u mentioned XBC,BEPC & NPI as the 3 growth names in Ren.Energy growth. Is it ok to buy XBC & Bepc after they & the sector has appreciated so much.Thanks for u usual great services & views. All the Best for 2021 & continued great views & services
Read Answer Asked by Peter on January 11, 2021
Q: Did you ever hear anything more regarding the ZRE 1.048:1 stock issue? I just checked the "holding" status and activity on ZRE in my RBC Direct Investing account. The number of shares hasn't changed at all and I don't believe the ACB has changed either. There was a note posted by RBC that the ZRE 1.048:1 issue was taken care of effective Dec 29/20, so I thought I'd give it a week or so to see if anything showed up before calling them. Check with you first.
Thanks...Steve
Read Answer Asked by Stephen on January 11, 2021
Q: If the government decides to change the inclusion rate for capital gains, say to 75%, do you predict that this change will be retroactive to January 1st---- or instead be effective at the time of such an announcement ?
Read Answer Asked by Jim on January 08, 2021
Q: Your answer to Peter on Jan. 6 about when to sell stocks was that if something has changed and you list a numerous amount of reasons for these changes - where would a member get this type of information in a timely manner? Stocks of mine have dropped a great deal in a short period of time. Example, AT - I found out they have applied to issue more stocks, if need be. Seems to be a lot of terminology used in these types of cases, i.e. bought deals, secondary issues, etc.. Unfortunately, by the time I find this out the stock is already down considerably. Could 5i perhaps have an area where this type of information could be retrieved on stocks that 5i follows? Thank you again for your good information.
Read Answer Asked by Dennis on January 08, 2021
Q: I currently have 4% of my overall portfolio in Consumer stocks (DOO and GOOS). Having a difficult time trying to talk myself into increasing my overall percentage of Consumer stocks but have noticed you were up to 20% Consumer in a recent suggested sector distribution you made. Why so high for Consumer?
thanks, John
Read Answer Asked by John on January 08, 2021
Q: I would like to add a few positions from your portfolios. I have a relatively short horizon. Can you please:
- list the names in your portfolios that are cross listed between USD and CAD?
- Can you please list them in order of your preference for buying today?
- And to help me not make any mistakes, can you please include the exact tickers in NYSE and TSX?
Read Answer Asked by Mahdi on January 08, 2021
Q: The other day under the CSU newsfeed and story came out about the subsidiary Harris bulking up. Maybe because of Topicus I am paying more attention but: Is this a way for CSU to indicate a further potential spinout? I was thinking of selling some CSU (for reasons you suggested others were earlier today) but then again (if reasoned true) this seems an extraordinary opportunity to let them engineer further upside for the stock owner. Is this a reasonable position to take?
Read Answer Asked by Gerald on January 08, 2021
Q: TFSA: I treat this account as my bank account because I earn no interest in my checking account which typically has fairly high cash balances and I have other investment accounts accounts that generate a ton of dividends as I am basically a "dividend grower" investor. I am retired and earn more than enough to live on. I own these tech. stocks: ETF IGM, ETF ARKK, and NIO ( I guess not a tech stock). I have approx. $35K in my TFSA to invest. I know you like KXS, SHOP & LSPD - I do not see the same returns as has happened this year and they are not value at this point IMHO. ERGO, three or four of your best suggestions going forward - equal weighting please.
Read Answer Asked by James on January 08, 2021
Q: Hi Team,
A belated Happy New Year.
Would you please suggest some US$ based as well C$ based ETFs with a focus in AI and renewable energies.
Cheers,
Read Answer Asked by Harry on January 08, 2021
Q: Hello and thank you in advance for your reply!
We are hearing more and more talk about a disconnect between the stock market and underlying economies. How sustainable in your view is the current market surge (ie: is this typical of any January), or should we be concerned about another significant correction like last March? If the latter, any recommendations you'd make with regards to less volatile or more defensive sectors, or a more balanced portfolio distribution? With best regards, Aaron
Read Answer Asked by Aaron on January 08, 2021
Q: I apologize as I should have asked for some US names in my original question about stocks for my Smith Manoeuvre. 2/3 would be in an unregistered account and 1/3 in a TFSA? Would you be able to please provide 8-9 US names as well in order of your preferred ranking of what to buy first and which ones preferred for TFSA. Thanks again
Read Answer Asked by Marco on January 08, 2021
Q: Do you have any thoughts on this company? Looks like things are finally ramping up and they will be producing gold very shortly (albeit small amounts). I understand it is a very tiny company at present but if the estimates the company is presenting are anywhere near accurate it seems like there is opportunity here? Their extraction tech, if viable, also seems interesting from an ESG slant. Thank you for your thoughts. Happy New Year to the 5i team!
Read Answer Asked by Marco on January 08, 2021
Q: can you name 3 solid companies with high growth for 1 year period
Read Answer Asked by Ziaad on January 08, 2021
Q: What 3 cdn stocks in your portfolios provide the best long term value right now. I am growth oriented and would likely just add to exisiting positions.
Read Answer Asked by Jordan on January 08, 2021
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