Investment Q&A

Q: It appears that in post Covid times, infrastructure money will be doled out to get the economy rolling again. It may be time to sell some tech or at least trim. I am currently over 40% in tech. It’s been great but I realize more diversification is important.
I know that you’ll recommend BAD and likely STN but what else may be on the horizon to consider?Thanks
Dennis

Q: I'm looking to add International equity exposure (SE Asia, India) to my portfolio in the year ahead, but am turned off by the small market cap size of the ETFs I see available.

What is your recommendation for balanced and liquid International exposure?

Q: Of these four, which would you say is the best play on the current and forward looking trend for lumber and associated products?

Q: Hi Ryan, Peter
I am an income oriented investor and I want to increase my US exposure. I am looking for good Canada based ETFs that yield 3 to 5% dividend. I shortlisted ZDY, XHU and FCUD. I am bit concerned about their size, at least the last with less than 150m in net assets. Can you comment on these or suggest alternate ETFs

Q: There are a number of measures that you have cited as priorities for selecting stocks, including sales growth, stance in an industry, potential market opportunity and management history.
Could you please show how these connect to metrics in your Companies data source so that they could be viewed and compared as readers? In particular I find the sales growth difficult to wrap my head around.
I appreciate that in practice your internal research is more complex and detailed than what end users are likely to do!
Perhaps some blog posts to clarify would be helpful tools as explanations for readers.

Q: Hello 5i Team
Canadian General Investments (CGI) and United Corporations Ltd. (UNC) are “closed end funds” with a discount to book value and low trading volumes. Both of these entities have been around since the 1930’s.
The primary reason for holding them would be long term growth and stability and not dividend income. I would view them as “ballast” in the portfolio to maintain stability (i.e. low volatility).
In addition, since they hold foreign stocks, it eliminates issues with Foreign Holding reporting (Form T1135) and potential US Estate taxation.
Questions are:
1 – What are your thoughts on either of these as a long term holding in a non-registered account?
2 – Which company would be the better choice?
3 – Would it be better to hold E-L Financial (ELF) instead of United Corporations (UNC) since ELF owns approximately 52.5 % of UNC?

Q: Thoughts on this microcap?

Q: Why is there such a big % difference of these gold etfs? Is CGL paper gold risky to hold such as an oil commodity based resource etf?

Q: Thoughts on these cannabis companies?

Q: Looking for a replacement to Boeing. My thinking is Raytheon or Honeywell. Does these sound like good replacement or there are better options.
Thanks
Kevin

Q: This is a comment on Yongwei question regarding commission on ETF. I have an account with Questrade, they allow me to buy many ETF's with no commission and pay regular fee ($9.95) when I sell. They also allow trading many class F mutual with the normal commission fee of $ 9.95.

Q: I am a bit surprised at the stock reaction to the earnings report, expecting it to work its way up. The only thing I see is that insiders have sold 600,000 shares in the last six months. Could I have your thoughts on this? Thanks

Q: WELL is on an unbelievable run. What do you see as the end game for this company in 2-3 years? A tuck in acquisition for a larger company or a successful standalone?

Q: The price gap between the two seems to vary from 2.50 to 3.50 in favour of BEPC.
Do you see that as a constant going forward as both move in lockstep or do you see any circumstances that would expand or contract the differential?
Thanks,

Terry

Q: Hi Guys,

Recently Jason Donnville wrote about Pivot Technologies in his ROE Reporter and had this to say:

"Pivot Technologies (TSX:PTG) – Benefits from a new management team which has significantly cleaned up the business and shored up the balance sheet. Pivot is a player in the edge computing market which benefits from some of the strongest secular tailwinds in the sector. Investors also get a large dividend along
the way. "

Any thoughts ? Thank you !!

Dave

Q: Hi Peter, Ryan, and team,

My wife's TFSA consists of the above holdings. NFI is down 73.4%, and XMA is a tiny holding where we park cash (no commission with iTrade). The others are doing well, but perhaps they're not the best when held in a TFSA. Are there any outright sells, and what suggestions do you have to employ the possible cash? We'd like a bit more oomph from this account. Your advice is very valuable.

Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.

Q: I have held this company for many years at a loss, with a nice divi, now i am up. IS there any reason that you can see that I should not take a profit? Or with Brookfield coming in does this make it a safe bet? Thx

Q: Re Marijuana Stocks..
Each State in the USA needs money. Do you think the need for money will encourage a State to legalize marijuana. How many States have legalized it and how many are looking to legalize it. Green Thumb had a good quarter. What are your thoughts and which Companies do you recommend. What about TLRY & HEXO. Biden's running mate is Pro marijuana.

Looks like USA will have to implement a Sales Tax like we have in Canada to pay for their deficit. RAK

Q: Buy cheap and sell high and buy on the way up they said and I did…..from 50 cents in 2017, a few times in 2018 and held when it got near $5 however I did not sell at $5 and now I am way down on this stock. Can I please have your hold or sell advice accompanied by thoughts on the future of YGR. I have a fairly large position and I hate selling stocks at a loss and would hang on if I knew of any middle ground recovery in a reasonable time period ..…thank you team