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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: Hi team,
I currently have holdings in the above companies and ETFs, and with the exception of MAG I am up between 12-90% on all of these. I am thinking that I should take some profits to reduce my exposure in the gold and silver sector.
Are there any of these that you would recommend getting out of, or would I be better to pare down my holding in each to get back to an acceptable percentage of my portfolio?
Also, if I was to hold some of these longer term, say 1-3years, can you please rank them in order of which you would recommend holding for that length of time.
thanks as always,
Paula
Read Answer Asked by Paula on September 15, 2020
Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: Hi 5i,
I'd like to ask another one of my "what are you thinking these days" questions.
Obviously predictive and won't hold you to it but what's the mood on the street and what would expect short to medium term?
Just curious
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: Hi 5i
Do you think the pharma/biotechs sector has risen on (assuming) hopes of vaccine success only for most within the sectors to deflate again when a decisive outcome has played out (does this seem a simplistic view)?
I guess I'm trying to gauge risk factors within these sectors at this time.
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: Very interesting your list of "Buy and forget" growth stocks in response to a question today. At some point you also had a list of "Hold forever stocks".

Which ETFs could be used to cover these lists, at least in good part ?

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on September 15, 2020
Q: There is no doubt carbon energy stocks are out of favour for many reasons, not least of which is the green movement. The future is all leaning toward electric vehicles (which I agree with), but I also realize electricity isn't going to appear out of nowhere. I could be completely wrong, but I don't believe wind and solar will be able to replace fossil fuels anytime soon. It's "very" possible more sustainable energy will appear down the road to replace fossil fuels, but so far I haven't seen a golden goose. I also think the Big Tech Companies are getting away easy when it comes to climate change. They are using a lot of electricity (and producing Co2) to run the steadily growing Data Centers (the Cloud). They claim they are using mostly sustainable energy, but I don't buy it. At work, even small communication rooms need a fair amount of cooling. Also most computer components, phones, etc. are throw away items filling landfills. So this is just an opinion I have today which could change, but wondering what your thoughts are on this?
Read Answer Asked by Paul on September 15, 2020
Q: I am looking at putting some of my unused secured line of credit to work and invest in some dividend paying stocks. For context only, not much leverage about equal to 20% of my current portfolio, over 10 year time horizon and comfortable with the risks.

I am looking to see what companies you would suggest looking at. I keep circling back to companies like car.un or RBC. thank you
Read Answer Asked by David on September 15, 2020
Q: hi. clearly, the stock markets are highly manipulated now with direct government purchases of stock and bonds, and with central banks manipulating rates to the extreme lower side to force investors into stocks. the markets clearly are out of step with reality on Main Street. do you think this matters anymore, or is the stock market and it's players also post truth now?
Read Answer Asked by chris on September 14, 2020
Q: Hi the great team, do you see correction coming Oct. or Nov. this year as usual or it is correcting in the technology sector already?
Read Answer Asked by victor on September 14, 2020
Q: Hi 5i team,
Could you please recommend ETFs that invest primarily in US small/mid cap biotech, medical equipment/pharma and digital/IT companies? Thanks.
Read Answer Asked by Willie on September 14, 2020
Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.
Read Answer Asked by Michael on September 14, 2020
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