Investment Q&A

Q: I have listed the companies & etfs in my tfsa plus the %age of each in my portfolio & would like your opinion on whether the group is too passive or aggressive . Should some areas be reduced & would you add some stocks or etfs to give it more diversification? I have pensions, am retired & don't rely on the proceeds for living expenses.
Since I joined 5I ,& more particularly this past year, your advice has been invaluable. For example I just sold DND for a $6600. profit. Your site gave me the idea to buy DND .
Thanks
Dave

xbc 5%,pho 2.5% sis3% aqn5% bam.a4.5% bep.un10%,BEPC:CA,2.4% kxs6% nwh.un2.5% ry10.5% bns7% td7.5% xsu 4% zem2.4% zch2.3% zwe2%

Q: How would you assess these two semi conductor companies in relation to 5G rollout.
Which one would be your preference?
Thanks, Team

Q: Hello 5i,
I would like to transfer "In-Kind" from my RRSP to my TFSA. I have 4 candidates to consider and wonder which order you would rank them in, Best to Worst. I am down in all but one so have added the percentage loss in case that has any significant weighting in the decision.
AW.UN (-14.95%)
EIF (-4.72%)
SIS (+0.32%)
ZDI (-3.12%)
Since all are monthly dividend payers it is more or less immaterial to me which I move.
Also, in this vein, since I am in no rush to accomplish this, should I wait until any kind of pullback in the equity I choose, or just go ahead at whatever price at any time?
Many thanks for your insight.
Cheers,
Mike

Q: With a Democrat Senate, higher government spending, rising inflation and an expanding 10 yr yield, what would be your fixed income allocation for the next five years? Do any of the above choices make sense? Thanks.

Q: I have been reading a lot about Roblox and it is sounding like an exciting IPO to me. Just wondering your thoughts on this stock and the sector in general. If you do not like this one, what do you like in gaming, ATM?

Thank you for the GREAT service!

Q: Happy New Year 5i!
I recently joined and have been reading as many of these questions as I can get my hands on and appreciate your insight.
I've recently started a TFSA portfolio with a breakdown as follows:
- REI.UN (14%)
- TD (33%)
- FTS (29%)
- HR.UN (3%)
- T (12%)
- SIS (5%)
- ATZ (5%)

I have been attempting to buy into companies and reinvest via DRIP and thus my preliminary focus on dividend companies (with diversity taking a backseat). What are your thoughts on REITs for growth going forward over the next couple years? Are they worthwhile keeping or do you foresee more upside with investment into growth stocks? If so, do you have a top 2 growth stocks that could compliment the rest of the portfolio in lieu of REITs?

Thanks so much!
Kyle

Q: What your comments about the recent bitcoin bull run. Would you consider adding QBTC to one of your portfolios?

Q: If you had to make a choice.....where would you invest capital between Apple and Brookfield Asset Management for calendar 2021.Not split....either or ....from a purely total return guesstimate point of view

Q: Hi guys,
I would like to clean up my portfolio, please let me know if these companies are worth keeping inside my tfsa. RHT, WILD, HEXO, XLY, AUSA, OGI, MRRCF.
Thanks,
Jim

Q: Stock seems to be on steady daily decline last few weeks and yet, to my knowledge, no news and market doing well overall during this period.
Any info or simply profit taking?
thanks
Sherrill

Q: Hi 5i!

What are your toughts about BABY?

You recommended it to me earlier this year for a play on an eventual baby boom, but i sold the stock since my expectations didnt materialize but im reconsidering to initiate a long term position.

Many thanks!

Frank

Q: After a fairly large run up, is ECN still considered cheap?

Q: I understand that this co will be issuing warrants. Don't know anything about warrants, how do they work and is it a good idea?

Q: Good morning - I was reading an interesting GS report which is calling for a structural bull market for commodities, starting in 2021. Let's say GS is correct. Assuming that, what would you suggest for a Canadian investor, both at home and in the US. Also, is there an ETF or two that you would suggest to address this assumed trend. Finally, do you think GS is on or off target here?
Thanks

al

Q: I own ENB, FTS, and TRP but think I should position more into green/clean /renewable type energy companies. I do own AQN which I believe fits into the clean/renewable category. So I am thinking to sell one of ENB, FTS or TRP and replace it with a greener alternative. So which one would you sell and what would you buy to replace it with(can you provide more than one option)?
I would like to just take a moment to thank you all at 5i who have such a huge positive impact on my investing. Over the last few years, since signing up, you have given me so much more confidence in my ability to manage my own affairs. You are the perfect resource. There to lean on, answer my questions and point me in new directions and to new opportunities.

Q: With a Democratic win in the US and with that a possibility of increased tech regulation would you be OK buying Alphabet now or waiting to see what happens? I already own shares but would like to increase my position. Thank you

Q: Hi guys,

Should the Democrats hold all 3 houses, what is your prediction for the North American markets. Drastic sell off or same as before.

Thanks

Jim

Q: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian

Q: Can you provide your opinion on purchases the above US stocks please. And thank you for the wonderful service you provide. Happy New Year to the team!!

Q: I own shares in the above companies. I realize some of these a very small. Can you please tell me which ones would be the best to add to or would you recommend other building materials on the TSX? Would you suggest I sell any of these?
Thanks, Stan