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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: Hello 5i,
I a question on Sunday which hasn't been answered so I will try again. In a recent article which you generously shared with us on Nov 13, entitled, "You May Regret Staying in US Stocks" the author says that a good number of US investment managers are in agreement that for various reasons, US stocks will not be growing as fast as international stocks in the future. I was wondering whether you agree with this thesis? Also, do you think that the etf"s mentionned above will cover what is needed, or should I look at others? I will not be going out and selling all of my US stocks if this thesis is correct. But, I am low on my international section anyway. But, I have been hesitant to add to them.
thanks very much
Read Answer Asked by joseph on November 18, 2020
Q: I am looking at CRSR after their recent earning beat. Do you still consider it “interesting”? How would you compare it to Unity software? Unity is competing with Unreal Engine which game developers like more but I realize Unity is more than gaming. I also have a friend who loves Corsairs products so I am leaning to CRSR. Could you comment on insider ownership and any lockup’s from both of their recent IPOs?
Read Answer Asked by Paul on November 18, 2020
Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor
Read Answer Asked by Terence on November 18, 2020
Q: I am ussually not a holder of cash in my investment accounts. I have moved to about 15% cash by cleaning up some dogs and selling some assets that bounced back post march crash. The recent run has given me FOMO. My brain is telling me that the markets are crazy and there is no good reason for this recent run, the but the market is alway right. So I sit here asking myself "Am I acting like Trump or are the markets acting like Trump?" ....So my question is: if you did a 5i office water cooler poll how many think there will be a major second correction in next 4-6 months: never, unlikely, likely, 100%.
Read Answer Asked by Tom on November 18, 2020
Q: Hello 5i,
Two questions (or maybe its three...) this morning so please deduct points accordingly (all arising out of Portfolio Analytics indicating I need to increase my US exposure and also my tech and health care holdings - all of which I'd like to do while staying on the TSX).
First regarding tech, each of TXF or TXF.B appear on their face to be promising investments, for their distributions if nothing else. Although the MERs are a little high, and net asset values and volumes are low, are there reasons why a buy and hold (3 to 5 years) in either is not a wise choice? And if a buy is warranted, the hedged or the unhedged?
Second, regarding health care I'm looking at HHL and HIG and would appreciate your thoughts on their comparative merits - and also to be told if you think either or both are best kept away from - again with a 3 to 5 year hold in mind.
As a wrap to all the above, if you think the ETFs I've asked about are best avoided for the 3 to 5 year term I've got in mind, can you offer some alternatives?
And finally just a comment: Portfolio Analytics has really allowed me to step back and get a much better objective look at my investments which had gotten spread all over the board and need some discipline, and has given me both the tools and the confidence to structure them (I think and hope!) securely and profitably.
Very glad I found you. I gave a year of 5i to my son recently and I hope he uses it a lot - did you get that Geoffrey?
Thanks for everything.
Peter
Read Answer Asked by Peter on November 18, 2020
Q: Good afternoon,

I have held DOL since January 2018 and since that time, overall, I am down about 3%. I have somewhat lost patience with it as many of my other names have done well during that period.

What are your current thoughts on DOL and it's future over the next 3-5 years? If I was to sell it, what are some more larger (market cap) stocks that you like for a mix of balance and growth that aren't tech? I was thinking possibly BAM.A, TFII or BOYD as some candidates.

Thanks.
Read Answer Asked by Jeff on November 18, 2020
Q: My son who is 42 is opening a TFSA. He is getting a late start at investing as he has been emloyed overseas for most of his working life. He has asked me to help him. I am wondering if ETF's would be the best way to start. If so what would you suggest for seomeone his age. Also if he started with equities what would you suggest as well?
Read Answer Asked by Cathy on November 18, 2020
Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.
Read Answer Asked by Dan on November 18, 2020
Q: Hello,
I own KL. Gold is up 25% (1 year return) while KL is down almost 10% (1 year return). YTD, KL is down 2.5%. The quarterly results looked fine, they pay a dividend, been buying back shares but there has been relentless selling within the last 3 months from a stock price of over $76 down to now about $55 and change. In addition, its has breached its 200MA from a technical standpoint which does not bode well either.
Would you consider KL a buy at the current level and why do you think the stock has taken such a beating even though Gold seems to be holding up well.
Thanks,
Read Answer Asked by ilie on November 18, 2020
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