Investment Q&A

Q: Your thoughts on Wrap Technologies,a U.S. listing.Thanks.

Q: Buffet rekindled a concern in his recent annual meeting which I have had for a long time. He seems to think that it would be better for the average investor to be invested in index funds. This year he started out by asking which were the 20 largest capitalization companies in the world today. Then he showed the 20 largest in 1989. He asked how many remain among the largest today. The answer was zero. I would have gone to index funds before but I have large capital gains in my largely Canadian taxable accounts. I did try to adjust this by buying only US index funds in my registered accounts. But, then I thought that I already have so many individual stocks that a few more won't matter that much. So, I also bought individual stocks in my registered accounts. I know that you cannot offer individual portfolio advice. But, it would be useful to have your perspecitve on Buffet's advice and the dangers of indivual stock picking for most people. If you could fix my personal dilemma that would be a bonus!
thanks

Q: Hello, what do you think of their Q1 results? I have basically doubled my money with PKI since 2015 but the current dividend yield is slipping under 3%, which is not what I usually tolerate in my income portfolio. Can you give me some reasons that would have me hold on to this stock? Thanks.

Q: Can u please comment on earnings and outlook. Thx

Q: Understanding your not tax experts, do you or any members know if you can write off interest expense if you have a dedicated line of credit and invest inside a TFSA ?

Q: Could you give your thoughts on this mutual fund.I like to know what companies it has in the fund past the top 10
We’re to find that info ?
Is there a etf you like better in the same area
Thanks for the help

Q: I have meaningful positions in Adbe Msft,Amzn...they have all reported what I thought were spectacular earnings each.respectively.The market doesn’t seem to like them ....What am I missing?

Q: I’d like your thoughts on GEVO and its outlook, and how it would compare to CMC (Cielo) as an investment. Also, please indicate if you’ve got better suggestions along the same lines. Thanks.

Q: Hi Everyone at 5i!!! I have heard it said that we are headed into a massive commodity supercycle. ( eg. Lumber). What are your thoughts on this?.??? And if so, how could one best position oneself to take advantage of this?
Cheers, Tamara

Q: If I purchase BP on the US exchange, these are designated at ADR shares. Due to the intermediary US institution, are are extra costs deducted by the FI relating to holding & transacting these? Also, are there additional tax deductions as BP is a foreign entity even in US

Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?

Q: GH. VRNS, VEEV - which one of these stocks will have the most growth/torc going forward?
Thanks for your service!

Q: Hi 5i team:
I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification.
Have been researching URTH (iShares MSCI World ETF), but is not in your database .. please add. Could you suggest another 2 or 3 ETF's with the above criteria to purchase in USD. What do you think of VT ? Thanks as always for your guidance.
Steve

Q: I know I have asked questions about (SKE) before but I keep getting, reports on drill results which I can't read , would you give me your out look on this company again
Thanks
Jim..

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: I am considering a position here, but I am not sure about their drill results; do you know anything about this company and if it could be a good speculative play?

Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!

Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill

Q: Interesting to see one of the preferred shares ETF gaining 'interest' (pun intended) over the past year.
What is your outlook for preferred shares generally and would you step into this area?

Q: I have a question about Teck.B:CA.
They reported a huge quarter yet their stock keeps falling. What's going on?