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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: Hi,

When I read this article in this morning's Globe and Mail, I thought of an excellent question by Dale on August 6th and your equally excellent answer. In some ways I was surprised by your answer. You chose "momentum" as the single most important factor in investing and pointed out to difficulties in defining "quality". (I thought you would choose Value and management as the most important factors!!)

With this in mind, and reviewing today's article in the Globe, would you say VMO.TO or XAW.TO, VXC.TO are good choices for a 10% position to cover this "momentum" factor? Or any other ETF that you feel is superior to these? Not sure if these are covered in ETF Mutual fund newsletter. I have to look the past articles up.

Here is the link to that article.
https://www.theglobeandmail.com/investing/investment-ideas/number-cruncher/article-nine-global-equity-etfs-to-augment-your-portfolio-and-reduce-home/
Thanks in advance.
Read Answer Asked by Savalai on August 14, 2020
Q: please provide your opinion on these two etf's
both etf's are near all time highs, is it to late to invest here?
i am retired and seeking income ...growth is also appreciated
etf choice will enter unregistered accounts
i currently do not have any tech stocks and very little usa exposure
thank you in advance
Read Answer Asked by john on August 14, 2020
Q: The american dollar continues to weaken where do you think it goes compared to the Canadian dollar.
Read Answer Asked by don on August 14, 2020
Q: SPB vs PKI. Several months back in the Q&As you were more positive on PKI than SPB. Is that still true or would you prefere ATD.B over both. I hold SPB and thinking about adding/switching SPB for PKI. How would you rank?
Read Answer Asked by William Ross on August 14, 2020
Q: What are you current top picks for growth oriented names in the US?
Are there disadvantages of holding US securities in TFSA?

Many thanks!
Read Answer Asked by Hua on August 14, 2020
Q: Hi team

a great pick by 5i research, thumbs up

I wonder if some of the shares are owned by the Quebec Pension board
and the CPP

It would help to see if they actually let the public knows how many shares ; especially recently added

Thanks

It would greatly increase the long term outlook for GSY if the above can be confirmed

Michael
Read Answer Asked by Michael on August 14, 2020
Q: Good morning. Have similar small positions in both Apple and Veev. I like a concentrated portfolio. Should I condense to one and if so, which one? Or just leave well enough alone. Also own Kinaxis and XBC in my TFSA. Dividend stocks are in my self-directed account. I'm a 75 year old senior woman who loves managing my own portfolio, with your wonderful recommendations of course. Thanks. Lorraine
Read Answer Asked by Dr Lorraine on August 14, 2020
Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.
Read Answer Asked by Nizar on August 14, 2020
Q: I have about a 12% equity position in ZQQ. This etf has more than doubled since acquired in mid 2016 as part of portfolio realignment suggested by 5iResearch (Thanks 5i!!). With respect to sector allocation I have been assigning this etf as all technology. However, BMO breaks it down at about 50% tech with other sectors accounting for the other 50%. I understand that a great many stocks and etfs are spread over more than one sector or one geographic area. Please advise if I should continue to consider this as all tech sector for the purpose of sector allocation. Appreciate your help with this.

Cyril
Read Answer Asked by Pat & Cyril on August 14, 2020
Q: ROOKFIELD, News, Aug. 13, 2020 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable”) today announced that its subsidiary Brookfield Renewable Partners ULC (“Finco”) has exercised its right to redeem its CDN$400,000,000, 4.79%, Series 8 Notes, due February 7, 2022. The redemption will occur on September 14, 2020.
Question: Above is excerpt from company announcement. Is this mean that the company will issue new shares? if yes, do you know how much would be the conversion price?

thanks
Albert
Read Answer Asked by Santoso on August 14, 2020
Q: Hi 5i,

Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.
Read Answer Asked by kwokwai on August 14, 2020
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