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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 wondering if there is a concern about liquidity when purchasing an ETF with just over $100 m in AUM and an average volume of 74,000. If I purchased 1,000 units, would there be any problem when trying to sell.....one of seventy four seems to me to be a potential issue. On the other hand, the underlying equities in the ETF have very large volumes; does that mitigate any potential issue? Yes, there is one ETF I have in mind but this might apply more generally, so I leave it this way. Thanks for your excellent service.
Read Answer Asked by Leonard on June 19, 2020
Q: First off thanks you Peter and the 5i Team for the great guidance during this roller coaster market. If not for 5i I might have panic sold out of stocks instead of small buys late March.

My portfolio mimics for the most part your Balanced Portfolio. To help me do so, what percent allocation ranges would you use to put the stocks into 3 (or 4) buckets of high / medium / low / (very low) conviction. This would help me compare allocation with a +/- tolerance. Feel free to add or reduce the number of buckets as appropriate.

Thanks again,
Angelo
Read Answer Asked by Angelo on June 19, 2020
Q: Hello, in the June issue of Canadian Money Saver, there is a section of an article on “pooled funds” by B. Stewart that says: “Depending on the prevailing tax law and your level of wealth, you would be subject to paying (possibly sizeable!) US estate tax if you were holding individual US securities at the time of death.” I know you are not tax experts, but what is the level of wealth she is referring to? Does that apply to all Canadian investors who hold individual US stocks in their cash account at the time of death? Thanks, Gervais
Read Answer Asked by Gervais on June 18, 2020
Q: I'm curious what your favourite emerging market companies are right now (that can be bought on a US exchange). I currently own MELI and am looking for some other ideas in the tech space. Or can you suggest an etf?

Thanks
Read Answer Asked by Dennis on June 18, 2020
Q: Can you please give me your thoughts on FSLY. It was on the news
" Fastly could be the biggest winner from Shopify Deal with Walmart."

Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.

Thanks for the great service
Read Answer Asked by Hector on June 18, 2020
Q: Good Morning Peter & Team,

VMD now represents 11.6% of my portfolio with a gain of over 70%.

I am asking if I should take some off the table and if so, how much and what other growth equity you might suggest I reinvest in? Maybe a company lagging the recovery? Preferably a low debt option.

Presently I hold AW.UN ATZ BNS BYD CAE CCL.B GSY LSPD MMX NNO PTQ TD WELL
& TOU TCW & WCP (3 fairly new positions)

Thanks for all your do

Gord

ps... I missed on KXS after taking profits pre-collapse and never re-entered a position
Read Answer Asked by Gord on June 18, 2020
Q: Any idea when one can find the official closing price of an ounce of gold in Canadian dollars? Is the Comex closing price the official one? Is that at 1330 ET? Thanks.
Read Answer Asked by John on June 18, 2020
Q: Hey 5i team,

Bargains and value pickings seem to be getting slimmer. With a possible recovery or even a lockdown again...with a healthy balance sheet and product or business. Buy and hold longterm horizon.
What are your top recovery picks that you would step into today?
Read Answer Asked by Adam on June 18, 2020
Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.
Read Answer Asked by Michael on June 18, 2020
Q: I have a question about 89261 I own a little of AND and has done well thus far, but today announced the selling of shares by the employee trust and the it is up 4-5% today on the news. But I’m confused as to why it’s up, on low volume, but up. What am I missing, can you please give me your thesis . Also , what is your take on the company, is there another stock that you would get in it’s place or is this a good pick,
Thank you
Read Answer Asked by Allen on June 18, 2020
Q: 3 questions
- is MX a good opportunity at this point in its cycle? (give me some thought on the cyclical nature of this company
- What other Brookfield stock should be purchased to go with Bam or should I just stick to the parent company Thanks for your help on this
- Good entry point for BYD or wait a bit so far I have 140 shares @$200 (give me some thoughts on the price appreciation going fwd
Read Answer Asked by Terence on June 18, 2020
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