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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: Thanks to all of you for a terrific service. I obviously appreciate the excellent returns, but I really enjoy the opportunity to keep learning every day from your reports and thoughtful answers in the question section.

Could you please give a quick risk / reward outline on the above three small caps recently mentioned. Secondly, what are the five small caps in the US or Canada you are most excited about today if portfolio diversification is not an issue.

Please charge as many credits as needed.

Thanks again,
Brian
Read Answer Asked by Brian on October 19, 2020
Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
Read Answer Asked by joseph on October 19, 2020
Q: Looking for some feedback on my International holdings in my RRSP. Currently have zwp; zem; and Zdi.
I am interested in PID to compliment my existing holdings. I would split my current zdi holding to make 4 equal positions.
Pid has had better performance over the last 5 yrs, covers the same geography as zdi however with different country and industry weighting’s. Pid’s MER is higher than Zdi with a lower dividend.
Is it worthwhile to split my zdi position, convert entirely to Pid or leave well enough alone.
I do not have to Rif for another 9 years
Read Answer Asked by Bruce on October 19, 2020
Q: FOMO with my current stash of cash....I've cleaned up some small positions and been sitting on the cash for what seems like forever now....The market is always right but I still have red lights flashing and alarms bells blaring in my investor brain with the markets continued moving along like all is normal. I am buying some target names that haven't bounced back in small amounts but I am starting to question if I should get back into the market again with my hoard of cash....

What are the 5i collectives thoughts on good cash position right now. Currently I am at 15% cash while I am usually at 2% range. So it isn't like I am 100% cash but still some FOMO thoughts fighting against market correction coming cash hold.
Read Answer Asked by Tom on October 19, 2020
Q: Have KXS in my TFSA & because of more than a doubling it is slightly more than 5% of my account.I sold DND after I'd made $2000 & now want to get back in because they continue to expand. Which do you suggest I buy or neither? Thanks, as always, for your wonderful service.
Read Answer Asked by Dave on October 19, 2020
Q: I hold the above companies in my tech sector. Just bought Apple last week. I would like to buy 2 more us stocks for 3+ years . What would you suggest in terms of leaders in their business that combines future growth and some good momentum. Thank you for the great service.
Read Answer Asked by Jacques on October 19, 2020
Q: These companies are all operating a cloud platform that delivers a range of network services to business world. Are they basically similar so they are competing against one another? If I am interested in this space, should I buy them all in equal weight? or just one or two names? Your thoughts please. Thanks.
Lin
Read Answer Asked by Lin on October 19, 2020
Q: Which of the two stocks listed would you invest in for a 5 year hold and reasons why.? If you could only own one which one offers the best prospects of growth and safety of principal.
Read Answer Asked by Ric on October 19, 2020
Q: Is BUS on sale ? I have shares since 2018 and bought more in August at $0.31. Now around $0.95, people are expecting something other than the few recent sales. Do you know if insiders or funds added shares since the Paradox press release in September? What do you think would be a fair value for the stock, compared to their competitors? Thanks a lot.
Read Answer Asked by Denise on October 19, 2020
Q: Hi 5i team,
I notice a couple of questions on gaining access to the Canadian Financial Summit. I attended that, typically not live, but over the following day or so. Thanks very much for the free ticket. Some great presentations.
I may be mistaken on this and, if so, please disregard this note. Each day’s presentations were available for 48 hours after that particular day, then locked down. That was the free ticket. On Sunday night, all days were locked down. To view the presentations today, you have to buy the All Access Pass for $197 (which was on sale over the weekend). The All Access Pass also gives you some bonus documents in the Lifetime Access Library, I understand.
Dave
Read Answer Asked by Dave on October 19, 2020
Q: I intend crystallizing a loss on CNQ and was trying to decide on buying a company in roughly the same business so that I stay in the market segment. SU might be the obvious choice but have some already. Can you suggest some alternatives from the those noted or others, preferably with a divided.
Btw I find the dividend updates very useful.
Thanks
Read Answer Asked by angus on October 19, 2020
Q: Hi 5i
In a recent question re adding to a well balanced TFSA you had offered 12 securities from your income / balanced portfolios that are relatively lower risk and longer holds. I was delighted to see that my RRIF currently has 8 of those full positions.(also well balanced)
I have accumulated a larger cash position due to dividends in my RRIF and wonder what 5 securities for long term (forever) you might consider to add at this time. Thanks for the advice. Peter
Read Answer Asked by Linda on October 19, 2020
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