Investment Q&A

Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and don’t disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I don’t consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David

Q: Hi 5i Team,
What's your take on this CSU spinoff??
Kenneth Blazy

Q: Now that TOI is trading, can you tell me what their book value is.
Thank you

Q: I am a longterm holder in GPN wondering if it is time to gradually move on within the electronic payments space. Perhaps recent performance is just a stall from frothy heights or are they being pushed out by new entrants? Is GPN still the payments processor for some of the new service providers? I am not looking to jump on the fastest horse more looking for a reasonable expection of steady growth. GPN appears to have low recent growth, low ROE yet good margins. I also own Visa, Paypal and Ipay.

Thanks for your service, stay safe

Darrell

Q: Hi,
I have 10k that was invested with my banks GICs .. now looking for something different , any suggestions where I can put the funds for 2-3 years . .. safe money with a reasonable return ..
Thanks.

Q: I have seen a couple of questions on TD Waterhouse lately. I too have been experiencing problems. Unable to trade online for 9 days now and put on hold every day for 2 hours before being automatically hung up on for 9 days straight using the telephone .....The only thing I can think of is to contact another bank and have them transfer the account to their service . I suspect they will be able to contact where I cannot. Just checked several bank trading sites and they are reporting unusual wait times which makes me suspect I may not get through to them either... Any idea what is going on ? And advice on how to proceed ?

Q: Hi there, wondering about your thoughts on the potential for MSGE and when you think it's business' will really get moving? If that's in six months or so perhaps it's a buy now?

thx, Mark

Q: Asked about this in Dec. with stock price at 6 cents.Today approx. 40 cents.Is there any real value here?Thanks.

Q: Other than being an early mover does Good Natured have any significant competitive advantages - patents etc.
Thanks, Hugh

Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks

Q: Hi Peter, pls give your thoughts on VRNT and the COGNYTE spinout. Would you continue to hold VRNT ? How does the spinout resolve with shareholders of VRNT ? Thank you.

Q: I know you are not a fan of the weed stocks but being a long time holder of Aphria I think with the change of mindset in the US and the reverse merger coming and adding in the sweetwater deal that good things might emerge here. I believe once this marriage happens a large multinational will finally make a buy in offer. If canopy growth did not have the buy in from constellation they would not be trading where they are as they constantly lose money. I would appreciate your thoughts please.

Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Q: Hey guys, PSYK

Your thoughts on this etf, psyk for a tfsa account.

Thanks,
Jim

Q: Hello, SHOP is reporting tomorrow and LSPD on Thursday . Would you suggest to sell before they report since they have both gone up a lot ?.
What do you expect with this quarter.?
Thanks
Carlo

Q: Is it dangerous to hold this ETF if there is a shortage of physical silver? What are alternatives if I still want to invest in silver?
Thanks for your advice.

Q: Why did PLTR drop over 8% today ? Thanks for the answer. Fooklin

Q: Hello 5i
I own the four companies listed above and have been hearing some good things about 1Life healthcare(ONEM). How would you rank these five companies, mainly for growth but also how much confidence you might have in them.
Thank you
Dave

Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks

Q: I have been holding this company for a number of years. It isn't as richly priced due to it's slower growth rate. I've been hopeful that the company would be able to show some increased growth but that hasn't really materialized. What is your opinion on this company and would you consider simply moving on to other opportunities?