Investment Q&A

Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?

Q: Hi 5i Team,

What is a good heuristic to use for a diversified portfolio with respect to the percentage allocation for the largest equity holding? For example, the Berkshire Hathaway portfolio has a portfolio weighting of more than 41% invested in AAPL. This represents a significant overweighting of one stock in comparison to the weighting of AAPL in the S&P 500 Index and Nasdaq 100 Index, which hold 6.1% and 10.9% in AAPL, respectively.

If one has a very strong belief in the superior expected returns of a company or ETF, for example, AAPL or QQQ, what is the upper percentage allocation one should assign for your largest equity holding? Is it 10%, 15%, 20%, 25%, 30%, 35% or 40%? What rule of thumb is reasonable for a well-diversified portfolio.

Your comments on the above is much appreciated.

Thanks George

Q: Hello, AEM stock has decreased by about 36% from a year ago, and the gold bullion CGL has decreased by about 8% from a year ago. I know we can’t perfectly correlate these two, but how can you explain such great difference? Thank you,

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: Assuming the early Oct. vote approves the purchase of these companies,when are the transactions scheduled to occur?Thanks for the info.

Q: I am 80 and stopped investing in companies Investorline..
Not to loose out to inflation I put all my RIF USD into the 3 indexes IYY/VOO/VGT. Feb 1 to todate I made in CAD 9.9% Is that a reasonable way to invest with little effort and no trading fees no exchanges. Pls advise

Q: Could you please list in order of preference your top 5 Pot Stock Selections & why.
Thanks Richard

Q: I know you have spoken highly of this stock in the past. Looks like it has dropped app $20 in last 5 days but it is still up almost 50% Jan 1 so it is still pricey. Is this a buying opportunity or should we still wait for a better price.

Q: Hello 5i team,
Is there a stock ticker symbol that tracks methanol prices (or a website)?
Thanks,
Andrew

Q: Hello 5i - I recently took my first Air Canada flights ( six legs) in twenty months and it was not pretty. Delays, cancellations, frustrations at customer service and on. I realise that restarting a big operation like AC is a massive undertaking but I was left wondering if I shouldn't get rid of my shares and maybe come back another time. So, hold or sell? What do you think?

Q: Stocks that I hold are Sun Life for the past 3 months going sideways between $63 and $65, TRI hit a one month low of $143.70 and STLC a one month low of $39.95 while the market has been moving up at quite a pace. I know you liked Sun Life and TRI. Are there any of these I should be looking to get out of?
INMD is a health stock on quite a run for quite some time and I was looking to get in but I would like to see some sort of pause before I do something like that. I don't know how you feel about it but Motley Fool had recommended it. I do not subscribe to Motley Fool but sometimes some of their picks show up on my inbox. Your guidance would be greatly appreciated. Thank you.

Q: Could you pls. discuss in some detail the Structure of BHP Group; the differences between BBL and BHP and the advantages if any of holding one over the other?

Hugh

Q: Hi 5i, my question is on asset allocation and I know this is a personal question. That said, I'm getting older and capital preservation is even more important to me now. I'm thinking 6% gold, 15% cash, 10% REITs, 15% fixed income (including preferred shares), and the rest (54%) in stocks throughout the world but mostly North American based. Is this reasonable for someone that's getting older? and am I missing any asset classes.
Thanks

Q: In your opinion, which one of these 2 companies has the better growth potentiel in price appreciation for the next 3-4 years ? Both have large addressable market. Thanks

Q: Is there a reason the share price of GUD responded so strongly to this news?
"Knight Therapeutics Enters into Exclusive Supply and Distribution Agreement with Incyte for Tafasitamab and Pemigatinib in Latin America"

Is this the first agreement between GUD and Incyte?

Thanks!

Q: Just to be clear. If I journal a company from my CDN to US account, then the dividends are still subject to the Canadian dividend tax credit, even though they are paid in US funds.

The internet says: "
Since U.S. dividends are not paid from Canadian corporations, U.S. dividends do not qualify for the preferential Canadian dividend tax treatment. Foreign dividends, including U.S. dividends, are subject to tax at your marginal tax rate like interest income."

Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.

Q: NVEI is down around 14% over the past week or so on good news but up ~100% YTD. Is there anything to be concerned about?

Q: Why is alv so thinly traded ?
Aside from that, what is there not to like about this company.
Sales, exploration, debt reduction and now a whopping US$.06 per share quarterly dividend.
I was thinking about adding to my position.
I look forward to your comments.

Q: Any reason for the drop today in a very bullish market?


Sheldon