Investment Q&A

Q: Hi 5i Group,
What do you feel the maximum percentage of one's portfolio should be in any one stock and the max in any one sector?
Thanks,
Ken

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Read Answer Asked by kenneth on January 13, 2020

• CAE Inc. (CAE)
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Q: Looking for some clarification. Does CAE manufacture and operate training with simulators or do they just do training on stimulators they purchase?

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Read Answer Asked by William on January 12, 2020

• Leon's Furniture Limited (LNF)
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• iShares Russell 2000 Growth ETF (IWO)
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Q: Hello 5i,
I am now putting growth stocks in my TFSA after putting in my GIC's over the years. I am holding IWO and LNF in an unregistered account. To complete my TFSA contribution should I include IWO or LNF?
Thank you
Stanley

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Read Answer Asked by STANLEY on January 12, 2020

Q: for Derek on transferring money to the US. We use VBCE here in Vancouver and they have a great little app that allows you to transfer from our Cdn Account at CIBC to our Wells Fargo account in the US with no fees and a significantly better exchange rate. We have kids in school in the US so transfers occur quite frequently and they give a better rate depending on your forecasted amount for the year.
Cheers

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Read Answer Asked by kelly on January 12, 2020

Q: Please suggest a fairly conservative 5 stock portfolio for the next 5 years

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Read Answer Asked by j stuart on January 12, 2020

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
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Q: Below is the longer term performance of HQU for 1,3,6month and 1,3,5,10 year periods, along with the Fund Quartile rating. With this longer term return, why wouldn't I just use this fund as my only proxy for NASDAQ listed stocks? The same with SSO for SPY listed stocks? Seems like an easy was to outperform (and under) the markets.

Your thoughts please, pros and cons.

+7.70% +25.81% +26.31% +79.22% +39.24% +27.01% +30.14%

Fund Quartile 1st 1st 1st 1st 1st 1st 1st

Sheldon

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Read Answer Asked by Sheldon on January 12, 2020

• Berkshire Hathaway Inc. (BRK.B)
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Q: Hello 5i, would you consider BRK.B:US a good place to park 50K (instead of a GIC) for 2-3 years?
It seem to be at a all-time high!

thanks
f

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Read Answer Asked by Fernando on January 12, 2020

• Swiss Water Decaffeinated Coffee Inc. (SWP)
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Q: Hi team do you see any reason for the drop in the share price recently.
Thank you,
Frank

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Read Answer Asked by Frank on January 12, 2020

• Brookfield Real Assets Income Fund Inc. (RA)
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Q: Please explain tax implications if held in cash and RRSP accounts.
Thank you

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Read Answer Asked by Luc on January 12, 2020

• The Boeing Company (BA)
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• Exchange Income Corporation (EIF)
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Q: There is a lot of negative news out on Boeing and some companies ,GE for one hurting because of the falling investors are showing. Exchange (EIF) is also in the aeronautics business and do you think it could follow suit with a lets say sympathy drop??

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Read Answer Asked by Alan on January 12, 2020

• Imperial Oil Limited (IMO)
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Q: Hello Peter, a 'Market Call' guest whom I've learned to listen to closely over many years (you are the other; hence my 5i membership) recommended Imperial Oil in that sector, largely because he perceived its downside risk to be minimal due to its current price relative to book value. I have a large position in CNQ and a smaller one in Tourmaline. But I'd like to add to my O&G holdings with a stock with a 'lowish' downside. Would you concur with the IMO recommendation for this purpose, or would you suggest I just add to the CNQ and/or Tourmaline. Thank you!

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Read Answer Asked by James on January 12, 2020

• Apple Inc. (AAPL)
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• Microsoft Corporation (MSFT)
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Q: Do earnings estimates and projected rates of growth justify present prices on these stocks?? I have a nervous feeling that a small miss on earnings could trigger a significant correction. Your thoughts, please - Thanks Jim

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Read Answer Asked by jim on January 12, 2020

• S&P 500 (SPX)
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Q: Hey Guys,

What exactly causes a Bubble? I have read and heard so many different things, so I was wondering what your thoughts were.

I know things get over valued, but how do they get over valued and why?

Thanks

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Read Answer Asked by Dave on January 12, 2020

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: The DOO shares have had a ~3.3% drop. Dividends were paid out today (~.69% DY) yet I cannot find any news related to the decline which hopefully will recover. Any thoughts? Thank you

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Read Answer Asked by Martin on January 12, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

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Read Answer Asked by wilson on January 12, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!

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Read Answer Asked by Bruce on January 12, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: BEP Website says: "... investment objective is to deliver long-term annualized total returns of 12%-15%, including annual distribution increases of 5-9% from … ".
In 5i's opinion, are those numbers reasonable and achievable?

Happy New Year from the wet coast:
IslandJohn

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Read Answer Asked by John on January 12, 2020

• Cymbria Corporation (CYB)
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Q: Your thoughts on CYB? Would you buy tht these levels? Better in a RRSP or TFSA?

Thanks

Dave

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Read Answer Asked by David on January 12, 2020

• Athabasca Oil Corporation (ATH)
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Q: Could I have your comments on Athabasca Oil's press release late yesterday with their Operational Update and 2020 budget. What is the life of their reserves? I am correct in interpreting from the release that for every US$5 increase in WTI above US$45 WTI (considering a $17.50 WCS differential) the company stands to benefit CDN$70 million? At $0.53 this morning is this company worth taking a risk. Thanks

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Read Answer Asked by Gordon on January 12, 2020

• goeasy Ltd. (GSY)
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Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

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Read Answer Asked by Dennis on January 12, 2020