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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: My fixed income portfolio currently consists of HBB, XBB,XCB and XSB. Is this diversified enough or do I need some international and US bonds?
Read Answer Asked by Joe on March 25, 2021
Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.
Read Answer Asked by Derek on March 25, 2021
Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
Read Answer Asked by Scott on March 25, 2021
Q: Volkswagen- is this a sensible way to approach the EV manufacturers market? The P/E does look good compared to say, Tesla, which continues to scare me. I have positions in MG and ATA which I'm satisfied with and I don't want to reach into the fire but Volkswagen has been around a long time and I'm tempted. Your thoughts, please. All the best

Read Answer Asked by alex on March 25, 2021
Q: As a follow up to my question on fixed income, would you suggest I hold both XBB and CBO or pick one and if so, which one please? Similarly, hold both SHY and TLT or choose one and which one?

Thanks.
Read Answer Asked by Gregory on March 25, 2021
Q: I am looking for an oil &pipeline company and am considering EPD & OKE.
Which would you prefer or if you have another suggestion... one in US market and one in Canada. Thank you
Read Answer Asked by Teresa on March 25, 2021
Q: I have reviewed these two ETF for Healthcare sector allocation using CDN funds and wonder what 5i’s preference would be between the two and why your preference. My Healthcare sector currently is made up with small caps GUD and WELL and the 13% or so of VFV and VIG ETFs
Read Answer Asked by Elizabeth on March 25, 2021
Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?
Read Answer Asked by sam on March 25, 2021
Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Read Answer Asked by Paul on March 25, 2021
Q: Could you point me to Canadian ETFs that hold significant (1) Value equities and (2) Growth equities? Or are ETFs too diversified to meet this goal? Thanks.
Read Answer Asked by Paul W on March 25, 2021
Q: Hi 5i
A question was recently asked concerning the "return of capital" required to support the high distributions of FHI.

What percentage is required for HHl,and LIFE ?

What is long term net effect of "return of capital" on the share price of these funds? Does it continue to fall?

Does it ever get to a point where all or most "capital" has been returned ?
Just looking for very general understanding if return of capital is good or bad.... or maybe not an issue?
Thx
Jim
Read Answer Asked by jim on March 25, 2021
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