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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: I am a fairly new investor and was wondering your thoughts on when to begin diversifying? I own approximately 15 companies, mostly being TECH and Financial. Recently bought NVDA shares and am looking at U, CRWD and LSPD but not too sure when I should approach other sectors and look at companies like COST or TT for example. I would be targeting my RSP in this approach. (Not sure if that matters)

Also, your must own top 3 US/CND stocks for the next 25+ years for a TFSA?

Thanks for all that you do
Nick
Read Answer Asked by Nick on January 13, 2021
Q: Hi, my respected 5i team
Similar to my last question, these 3 high teck stocks are Canadian.
What do you think about the valuations here and are they still safe to hold?
Read Answer Asked by Jane on January 13, 2021
Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave
Read Answer Asked by Dave on January 13, 2021
Q: Hi Peter,
I would appreciate your opinion on TRXC.
Thanks a lot,
James
Read Answer Asked by Jinlong on January 13, 2021
Q: COLD is included in “RBC's Top 30 Global Ideas- Q1 2021” ( released 4 Jan 2021). I compared COLD to COR and COR struck me as a better investment. RBC rates COLD Outperform and COR as sector perform. I read through the usual blurbs and recent year financials as well as generally available projections. CFRA rates both as Hold (neutral). I looked through Thomson Reuters and I think COLD has higher ratings in general (I am not sure as it is difficult to tell when the TR reports on each were actually updated).

It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).
Read Answer Asked by Adam on January 13, 2021
Q: I just took a quick look at the portfolios year-end numbers...congrats on the performance this year on all 3 portfolios.

Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?

Thanks...Steve
Read Answer Asked by Stephen on January 13, 2021
Q: The market seems to be shifting to value stocks. I am overweight many tech stocks. Should I sell some of the tech stocks and buy value stocks?
Read Answer Asked by Linda on January 13, 2021
Q: I currently own WSP and am looking at ACM to get more into an infrastructure play. Do you see these 2 companies as too close to be considered as diversified? If too close, then can you suggest one or two other potential prospects, other than J:US which I currently hold. By the way, thank you for that excellent suggestion.
Read Answer Asked by Leonard on January 13, 2021
Q: Overall I am below the recommended allocations in these sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Healthcare. I have cash to allocate in my TFSA (about $8600). Which would be the best place(s) to invest now in any of these sectors in the TFSA?
Read Answer Asked by Stephen on January 13, 2021
Q: Hi Peter
Can you point me to a good actively managed mutual fund(s). with reasonable MERs. Having been a very successful manager yourself is there anyone that stands out over the longer term preferablly with a mandate bigger than Canada.
Thx Blake
Read Answer Asked by blake on January 13, 2021
Q: I'm aware of your opinion ("agnostic") on Power Corp. Over the last 5 years POW has raised the dividend at a CAGR of 11-12%. Assuming the dividend continues to rise AND assuming no significant increase in fixed income rates for a few years, would not POW stock price rise similarly as investors look to safe, stable equities for income? Result could be combination of rising income and appreciating stock value.

Thanks - IslandJohn

Read Answer Asked by John on January 13, 2021
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