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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: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?
Read Answer Asked by Robert on November 23, 2020
Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!
Read Answer Asked by Ray on November 23, 2020
Q: Hi team ,
What’s up with the lack of investor enthusiasm over the last few months in regards to the bigger players such as crm ? Is the investment opportunity gone stagnant here? I am overweight this position , should I be looking at other smaller cap plays.? If so , which ones do you have high conviction of today for the long term ? Thanks

Shane
Read Answer Asked by Shane on November 23, 2020
Q: Good morning
there has been several questions at various times regarding parking money for short periods example 3 months or less
most times you suggest GICs or PSA or high interest accounts
would a short term money market fund be appropriate and if so can you suggest some with liquidity on a daily basis
What are the risks of such funds
the intent is to have this money available for purchasing stocks at short notice
If not any other ideas would be welcome
Thanks
Read Answer Asked by Indra on November 23, 2020
Q: My Son is turning 18, wishes to open a TFSA with $6G. and add $6G /yr for next 30 years. It will be a buy and hold. Please recommend a portfolio of ETF's (Vanguard/Blackrock/BMO) in Canadian Dollar's that he can use to invest.
Based on the ETF'S you pick, average of past 5 years Total Return. Can you give me a "guesstimate" of portfolio value In 2050---Will be apart of his Retirement income.
Thanks...Cec
Read Answer Asked by Cecil on November 23, 2020
Q: What companies will benefit most by providing the logistics for distribution of the virus vaccine?
Read Answer Asked by Ian on November 23, 2020
Q: Hello 5i,
I am looking at adding either Boyd Group Services (BYD) or WSP Global (WSP) for a 3-5 year investment in my TFSA. If you were to choose, which one would be your preference at this time. As always I appreciate your feedback. Thx.
Read Answer Asked by John on November 23, 2020
Q: Hello 5i,
I have two questions pertaining to the spin-out:
1. Would I be correct in assuming that if held in an RRSP, there would be NO tax implications at all?
2. When typing in VTRS, I see a second option showing up: VTRSV. What, if any, is the difference? My broker recorded the transaction as VTRS and so that is what I use.
Many thanks, as always!!
Stay safe and well!!
Cheers,
Mike
Read Answer Asked by Mike on November 23, 2020
Q: I understand that you are generally not in favour of averaging down.
How do you feel about averaging up ?
I am interested in any conflicting similarities of reasoning.

Many Thanks
Read Answer Asked by Cacey on November 23, 2020
Q: Hi. I follow your Canadian balanced portfolio and have all the above industrials except XBC. Following your advice to not to add to losers SIS has become my smallest holding at 2%. I have had it for over 3 years so not really down when considering the dividend. My though is possibly replacing it with XBC. Your insight would be appreciated. Is SIS just out of favor and XBC overpriced. Or does XBC just have so much more potential?
Read Answer Asked by Paul on November 23, 2020
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