Investment Q&A

Q: Hi

Bought NBLY based on the block post of May 18, 2021 and MAGT on the blog post of April 27, 2021.


Both have done very good (thank you).

This is another great feature of being a 5i member.

Keep up the great work.

Mike

Q: I have been planning to invest in emerging markets. They might represent good valuations compared to the overall marketplace. A friend recommended FRDM as an ETF. Would you have any other suggestions as far as ETF go.
Thank you.

Q: Hi 5i team,

On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?





Thank you

Q: Hello, I have the Mackenzie fund mfc244 that has done very well for me over the years and pays me a nice dividend every month. Is the a cdn etf that would be comparable in performance and payout but would have a much lower mer? Thanks

Q: I currently hold Wir.u shares. With its impending sale what would you suggest buying to replace it ? I already hold Dir.un. Thanks Joe

Q: Hi 5i,
Considering their latest results would you consider adding at these levels to be a reasonable move?

You overall thoughts ?
Thanks

Q: Good Afternoon 5i,
After reading the recent edition of your ETF newsletter, I am inclining to invest a bit directly in China. I already hold VWO but, after reading the well reasoned and written article of yours, I may want a direct, China only etf. Especially now that Chinise stocks have been hammered. Although i am a long term investor, I thought I might capitalise on this fall of Chinese stocks. I think it is most prominent in the technology sector. For that reason I am leaning towards KWEB rather than MCHI. But, when I read the article I see that three of the top ten holdings in both are Tencent, Alibaba and Meitvan, with a similar weighting. Although 63 percent of Kweb and 44 percent of MCHI are the weights for the top ten holdings. That is a difference but it doesn't seem like a lot. So, it looks to me that I get a pretty good cut of the technology stocks in MCHI, as well as more safety. I am therefore leaning in that direction. But, I am tempted by a tech comeback, where I might make a bit more with KWEB. I know it comes down to personal decision. But, I have a bit of trouble understanding how big a difference there would be between the two in a tech comeback. So, I thought I would ask the professionals how you would look at this?
thanks for all your great work

Q: An article in today's TorStar indicated that the company will sell 7.7 million shares at a price of $93per share. The underwriters have been granted an over allotment option up to 1.155 million shares.

It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.

Q: Morning... your thoughts on NVEI earnings and progress as a company.

thx. M

Q: Morning, which of these two would you buy today for growth addition to a TFSA? Thanks

Q: Hi 5i,

Thanks for the GSY suggestion last year. I am up 400%! That pick will pay for my membership for decades. Thanks to that I am overweight financials. Good problem to have I guess.

As a result, I am underweight industrials and basic materials. I have some cash in my TFSA to deploy. May I have your best idea in those sectors? Thanks in advance.

Q: Hi 5i,
Can you clarify the logic in having a portion of the portfolio in cash? I have seen in past questions you reference a lean stance on cash still being around 7%.

Q: Thoughts on last qtr eps, cf, and outlook. thanks

Q: Since SYX changed its name and symbol to GIC, there have been no more comments or questions. Your opinion please regarding the 2nd Q report and your interpretation of managements commentary. Thank you.

Q: Hi Team,

Can you comment on the quarter?

Thanks!

Q: Hi Team,

Can you please provide your thoughts on their latest quarter as well as the company's future prospects?

Thank you,

Q: Hello:

Could you explain the difference between TSU and BAMR? Could you also explain the Reinsurance industry? With TSU doing very well recently and the BAMR spinout, it seems like a developing field ie good growth investment potential. Which of the two would you pick from a more conservative, balanced perspective?

My thanks.

Q: Hi,
I thought the earnings were great and so was the guidance.
Is there something wrong with this stock that maybe I can’t see.
It’s down almost 5%.
Thanks

Q: The data currently coming from Israel and the UK indicate that the vaccine efficacy is waning, earlier than many predicted. Given that most Western countries have employed a vaccine strategy to address Covid, I would like your advice regarding how to position a portfolio in the event of a Black Swan event.

In the fall, we will likely have another flu/virus season in northern US and Canada. Basically, I see 4 possible scenarios of decreasing probability but increasing risk: (1) the vaccine acts as advertised and we have few cases/deaths; (2) the vaccine is less effective than expected and there are many cases, but few deaths; (3) the vaccine is not effective and there are both many cases and many deaths; and (4) as has been suggested by some top scientists, there are long-term risks with these mRNA vaccines and deaths/ adverse events are much greater than if no vaccine was taken.

If an investor has concerns about scenarios 3 and 4 in particular, but is hopeful that such an event does not occur, how should one best position the portfolio. Should one stay fully diversified sectorially and geographically in stocks? Should one consider increasing allocations to gold, cash, bonds, etc? What are your thoughts?

Many thanks for your insightful advice.

Q: Dear 5i,

do you like any of these TXN, ADI, TSM?
If yes, how would you rank them from best to least favourite.
Can you give general reasons for your selection please.

thanks