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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: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.
Read Answer Asked by Brian on August 18, 2021
Q: What do you think of this company? Seems cheap to me. They aggressively position themselves for further growth through M&A. Would you buy? Currently own AAPL
In a second question, If AAPL was to build an electric car wouldn't you think that HNHPF would have a chance to partner somehow? Are there some hints from APPL management that they will eventually move to electric cars? Lots of rumors but any words from AAPL ?
Thank you.
Yves
Read Answer Asked by Yves on August 18, 2021
Q: Based on the companies contained in the two portfolios above, which of them are you most impressed with, having gone thru the pandemic, which would lead you to expect even better results as the economy moves past the stimulus provided by the feds?
Read Answer Asked by Kelly on August 18, 2021
Q: Hi Team,

I have owned IPL for 18 years now and have incurred a loss over that period. Regarding the purchase of this company by Brookfield Infrastructure; if I accept their offer (cash/stock etc.) am I still able to claim my loss as a capital loss even though in my mind no real disposition has taken place? I cannot find succinct enough information on this in order to make my decision.

Thank you so much,
Dean
Read Answer Asked by Dean on August 18, 2021
Q: I would like to add a few (2-4) financial companies to my non-registered investment portfolio. Would appreciate 5i's help in ranking the above names based on total return potential for a 3-5 year hold. Please add any names you feel belong to the lineup, ranked appropriately, Thank you.
Read Answer Asked by Pradeep on August 18, 2021
Q: For a RESP, which ETF would you prefer VEQT or XEGT?

Thanks
Read Answer Asked on August 17, 2021
Q: If you wanted to buy 3-5 small or micro stocks as a speculative’ish basket, looking for a home run within 5-7 years, what would you pick? (Any sector and US or Canada)
Read Answer Asked by Rick on August 17, 2021
Q: I would like to double my Health sector % as recommended by Portfolio Analytics. I could also increase US portion of my portfolio but either Can or US is fine.
Current holdings and percentage of total portfolio are:
GUD (.75%), WELL (2.85%), ABBV (.81%)
Could increase existing holdings but have also been looking at US stocks CI and MED.
Your thoughts on approach and recommendations, including additions/deletions/other equities I have not mentioned would be appreciated. Dividend is not essential.
As always, many thanks.
Read Answer Asked by Alexandra on August 17, 2021
Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI
Read Answer Asked by Dan on August 17, 2021
Q: SKIN; The Beauty Health Company; a newer company not in your data base; Pls comment on earnings which looked good to us. Continue to hold ? Thank you, Paul
Read Answer Asked by Paul on August 17, 2021
Q: This company just reported, seems to be a sizeable miss on revenues, how much was the miss on earnings? Their customer base continues to expand, along with their continually growing product offering. Is today's sell-off a good entry point, or should this company be considered too high risk, too volatile?
Thank you as always...
Read Answer Asked by Warren on August 17, 2021
Q: Hello Peter and team;

I would appreciate your opinion on Cleveland Cliffs in particular and the outlook for steel industry in general. I already own Reliance Steel and cannot decide if I should increase my exposure to the industry; and if I do then diversify with CLF or double down on RS. I know you like RS but would be interested in knowing your opinion of CLF relative to RS as well.
Have an exposure through the coking coal space as well(SXC). If you are bullish on the sector, what would be your limit on sector exposure?
Read Answer Asked by Rajiv on August 17, 2021