Investment Q&A

Q: Considering the possible effects of shipping disruptions and the abilities of consumer companies to maintain inventories and hence profit margins, cyclical and discretionary, would your top three stocks to have in one's portfolio long term, in your professional and respected opinion, be altered.
What would be the top three suggested holdings for long term(5 years)
Thank you

Q: Hi,
Could you please give me your updated opinion on this stock?
Thanks,
Kerri

Q: May I please have you opinion of Armour Residential Reit in the US. Thank you.

Q: What do you think of these semiconductor equipment suppliers? Thinking of adding them to my TFSA. They haven't done anything for last 3 months but sales and profits have been growing nicely. Reasonable PEs and HIMX has a dividend. Thanks

Ross

Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco

Q: Hi,

Do you know what decisions were made at yesterday's special sharholders meeting regarding share consolidation ? Also has anything else come up that would be worth mentioning and do you still consider the stock to be undervalued ?

Thanks

Q: This news release yesterday.
What does it clarify?

Q: Thoughts on BTO gold? seems to be declining more than XGD. Bought at $5.75, should I hold it here or sell and move on? You mention not being interested in declining stocks, and this seems like a sell to me. Would love your thoughts.

Q: Who will be interested in buying REAL? If the real estate is strong and this company can't get a bid what will happen when the real estate (and market for that matter) tanks?

Q: Is SIVBP just a way to be SIVB shares in small amounts . i.e. ( 1 Sivbp share = 1/40 of ! SIVB share).

Is this a safe way to buy smaller amounts of SIVB ?
I don't know if this is a common way to do it.

Thank you

Q: Would love your expert analysis of them. Looks like momentum is carrying them upwards and with there report date coming up what do you see from them and what are the earning expectations. I own Vicinity right now and am even on them so far, should I sell 1/2 and buy GPV.
Thanx as usual Gary

Q: On 9/23, Jerry asks about the impact of a tax rate increase to 75% on Cap Gains. Should you not have corrected this? It is the "inclusion rate" that could be increased to 75%.

Carl

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: Greetings 5i,

I’ve watched both my gold holdings continue to fall. They seem incredibly cheap but then again if gold keeps dropping…this seem seriously overdone.

Thoughts?

Q: Hello Team,
Could you rank these three different securities for growth and safety. Are they all companies you would recommend?
Thank You,
Barry

Q: Hi Team,

Can you provide your opinion on this company?

Thanks!

Q: Do you think LSPD or NVEI would be a target for a short attack, the way Shopify was. That one seems to have been short lived? Can you outline the features that would make any stock ripe for a short attack. Thanks

Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm

Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?

Q: Hi 5i Team,

What is a good heuristic to use for a diversified portfolio with respect to the percentage allocation for the largest equity holding? For example, the Berkshire Hathaway portfolio has a portfolio weighting of more than 41% invested in AAPL. This represents a significant overweighting of one stock in comparison to the weighting of AAPL in the S&P 500 Index and Nasdaq 100 Index, which hold 6.1% and 10.9% in AAPL, respectively.

If one has a very strong belief in the superior expected returns of a company or ETF, for example, AAPL or QQQ, what is the upper percentage allocation one should assign for your largest equity holding? Is it 10%, 15%, 20%, 25%, 30%, 35% or 40%? What rule of thumb is reasonable for a well-diversified portfolio.

Your comments on the above is much appreciated.

Thanks George