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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: Peter and team
I unfortunately jumped (like many others) part way down the crash in March.
I simply cannot believe another correction is not coming.
What do you recommend as a safe place to park cash and earn at least a bit of interest other than a GIC while waiting.
Also I know you don't have a crystal ball, but what are your thoughts on a correction ahead.
Thanks
Phil
Read Answer Asked by Phil on August 24, 2020
Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.
Read Answer Asked by Peter on August 24, 2020
Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you
Read Answer Asked by Kyle on August 21, 2020
Q: Hi 5i , Thansk for your great work, I recommend yo to as many people as possible. Your sits has been great for me finicialy.
I purchased $20,000 of Edge point Wealth Management 1801 over 2 years ago, I have not had any postive increases here. I am thinking of selling the fund and moving into something that is more rewarding?
Any suggestions for a replacement? Fund is in my RRSP.

Thanks, P
Read Answer Asked by Paulette on August 21, 2020
Q: This morning 5I answered a question from George on REM { Which doesn't appear to be in your drop down list when asking this question } .... 5I pointed out the heavy weighting in NLY and AGNC. As a former NLY shareholder just for giggles I took a look at it. The first thing I saw was the massive 16.35% dividend and my brain asked how the yield could be higher than the sum of it's parts. Then looking further I saw that REM had fallen in price where it would have yielded almost half as much as it does now pre Covid.....This is where I need 5I to " unravel " my logic. It appears to me that Mr. Market is punishing diversification over the make up of it's parts..... In other words by buying the ETF one is getting a discount on it's holdings.... { REM 16.35% , NLY 11.89%, AGNC 10.2% , didn't check the rest of the holdings } I'm pretty sure there is something wrong with my logic thus the question.... Is the ETF discounted to it's parts ? And if so, by how much ?
Read Answer Asked by Garth on August 21, 2020
Q: Medical Facilities seems to be attracting some attention with modest price increase and increased volume. Would you throw a bit of fun money at it or wait for it to accelerate.
Read Answer Asked by joe on August 21, 2020
Q: Good morning, Portfolio Analytics suggests we (as elderly seniors) lower our Utility holdings by 6.32%. Currently, we have:
AQN 3.9 %, BEPC 3.5%, BIP.UN 4.6%, H 2.2%, SPB 1.8%. Firstly is there a holding I could eliminate? If not should I just lower the larger percentages? All are in RRIFs.
Second suggestion from Analytics is to lower telecom by 3.54%. Currently have BCE 4.2%, T 3.5% and GOOG 4.2%. T and BCE are in RRIFs. GOOG is in an unregistered account. I have always looked at GOOG as technology sector. Any comments. Thanks for your expertise.
Ted
Read Answer Asked by Ted on August 21, 2020
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