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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: If one were to start to purchase the model portfolio at this time are there any stocks you would start with or any you would wait to purchase. Are there any changes to the portfolio expected in the near term? If yes any hints?
Read Answer Asked by Andrew on December 23, 2021
Q: Hi 5i Team,

Could you please comment on PHA and their recent earnings? I have a 1/4 position in the stock that I bought at $1.20. I usually don't add to a position if it is down but I'm tempted to add another 1/4 position in this case and fill out the position through 2022 if the price rebounds. It's one in a basket of small cap stocks that I intend to hold for 3-5 years.

Thank you for your service and Happy Holidays to everyone at 5i!

Colin
Read Answer Asked by Colin on December 23, 2021
Q: Your Portfolio Analytics is expressing serious concerns about my lack of International content. It seems reasonably pleased with my CDN and US content. I was looking at ETF VEA but maybe a combination of it and an emerging market ETF. Oh, No or limited China please! I looked at VEE holdings and Yahoo says it is 100% VWO which seems weird and maybe wrong.
Have a great holiday season and thanks for your your great work!!
Read Answer Asked by Danny-boy on December 22, 2021
Q: Recently VGR spunoff Real Estate unit Douglas Elliman into a stand alone real estate company with 200 million in net cash & cash equivalents. Shares expected to trade on when issued basis on the NY exchange under Doug WI.Will shareholders of VGR get shares or cash from this exchange. Tks 5i for your help
Read Answer Asked by Guy on December 22, 2021
Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!
Read Answer Asked by Michael on December 22, 2021
Q: Looking to harvest a capital gains loss with AT. With the possible upside in the new year, I would like to reinvest the funds. Can you suggest a couple of ideas, either US or Canadian.

Thank you,

Merry Christmas and Happy New Year.
Read Answer Asked by Francisco on December 22, 2021
Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you
Read Answer Asked by Karim on December 22, 2021
Q: These names have A to A- ratings in your reports over the past 1 year.
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Read Answer Asked by Tulio on December 22, 2021
Q: HI team
I am a little confused with this company, I had wrote it of, but it has made a good comeback. They had earnings of $.55 last quarter, and have settled with their debt holders, I believe, and should be coming out of protection. With such good earnings why is it trading at $ 1.90, please educate me.

thanks

happy xmass and keep safe

Auftar
Read Answer Asked by auftar on December 22, 2021
Q: More of an educational question on Convertable Bonds, e.g. NFI conv bonds issued 2 Dec 2020 at $1000 per bond paying 5% interest convertable to common shares at $33.15 anytime before or on maturity in 15 Jan 2027. These trade on the TSX under NFI.DB currently at $99.00. How does the price go from 1000 to 99. Would I be buying the "bond" or something else. What price would I get on maturity. Is it common for convertable debentures to trade on the TSX.
Thanks in advance. Ken
Read Answer Asked by Ken on December 22, 2021
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