Investment Q&A

Q: Hi 5i,

I have about a 40% gain on Emera in an unregistered account.

Assuming an otherwise adequetely balanced portfolio, would you suggest a trim? And if so, could you tell me which SECTOR (Cdn) you would invest new money in at this moment if you could only pick one - again, assuming an already balanced portfolio.

Thanks!

Q: Currently hold Dollarama in my RRIF and underwater. I am considering moving it to my TSFA as part of my yearly contribution $6000.00. If and when a downturn occurs I am thinking this stock should be a decent holding, or should I just sell and take my loss
Your thoughts and thank you
Rick

Q: I HAVE VERY LITTLE EXPOSER TO TECH AND I WOULD LIKE YOUR OPINION AS TO WHICH IS A BETTER BUY AND WHY. THANKS, JAMES

Q: Nice move today on what looks like a great start in getting their technology out. You say????

Q: I have, for me, significant positions in the US technology sector with decent positions in Apple, Microsoft and XQQ, and a smaller position in Cisco. As the new year begins, I am evaluating my holdings and I notice that, even though I like many of the Canadian technology companies, the only position I have in Canadian technology is a small position in Shopify through a Fidelity mutual fund. Given that I like many of the Canadian companies (Enghouse, Kinaxis, CGI, Constellation, Descartes, and Open Text) what is my best strategy to enter this space? As I am not sure it is prudent to create enough space in my portfolios to buy all of these at one time, is there a Canadian technology ETF that holds a number of these companies?
Thank you for your advice.
Don

Q: You have often talked about several criteria’s when selecting buying or selling a stock.
I do not recall ever reading your take on ETF’ selection. Also I don’t remember you ever saying to not buy a particular ETF. Their are hundreds of ETF’s to choose from. This is what I look at, please tell me what’s missing. MER, dividend yield and frequency, market cap i look for more than 300M, income or growth, geography, % of sectors invested, performance history,covered call or not. What’s missing in my analysis ? If all of the above criteria is acceptable for one’s decision, which other factor or factors would influence me in not buying a particular ETF.
Thank you for educating the membership.

Q: Hi All at 5i! There have been several questions about the various Brookfield stocks. I read an excellent article explaining all of them, their dividends and interconnections yesterday ( Jan 13) on seeking alpha. The article was by Alexander Steinberg and was entitled “ Not All of Brookfield’s Subsidiaries are Created Equal.” Cheers, Tamara

Q: Hi, here is the email response as received from the CFO of Boyd Group, for clarification about conversion price of units. Hope it's helpful. I now, intend to take it up with my broker.
" At December 31, 2019, the closing price of the Trust Units was $202.00, which could be deemed to represent the fair market value of the BGSI Common Shares on January 1, 2020. This position is not binding on the CRA and we recommend that you consult your tax advisor with respect to the appropriate mechanism of valuing the BGSI Common Shares received pursuant to the Arrangement. "

Q: I am assuming that a company with lots of cash can withstand a major pullback better that a company carrying a lot of debt. could you give me 5 or 6 companies any sector with lots of cash that could withstand a market correction with less impact to their share value?.

thanks Dave

Q: Happy New Year!

What is your opinion on MELI in general? What is their risk level comparing with Ebay, Shop etc? Is it buyable? Thanks.
Lin

Q: I am now over 7% with SHOP, thinking of trimming back to 4% or so (not the first time I have trimmed back, thanks 5I!) and buying more ROKU to which I am currently at 2.5%. I am heavy in tech and a little low in communication as is although I am not too concerned with the sector balance at this point. I also do not mind holding to 8%

Q: Which Canadian Blue Chip companies in Industrials and Utilities would you recommend investing in at this time?

Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!

Q: I currently have a full position in CSU plus half positions in KXS, ENGH and HXQ. I note that on several equations you have recommended DSG as a core holding. My question is, if I buy DSG will I get diversification from my other tech holdings?

Q: I wonder if EVI is a buy now? It is close to 52 week low. Thanks very much.

Q: Reviewing the issue of asset allocation and I must say that I have been avoiding bonds. The ETF approach interests me, but when to by is a mystery, re; haven"t seen bond gains lately. Appreciate any clarification you can provide & thanks!

Q: Hello 5i team,
Can I have your opinion on the prospects for Cameco ?
I am seeking Cdn large Cap companies with Global pricing power, who can complete(successfully) on the world stage, and whose stock is well priced.
Is my investment dollar better spent elsewhere, such as Nutrien, BAM.a, MFC or others you know of ?

Q: What companies have you attended their conference calls and which ones were you impressed with?

Q: Greetings,

I've held WSP for quite a long time and done very well with it. However, it is in my RRIF and I'm looking to go a bit more conservative. Seems like a swap to BEB.UN might make sense. What do you think?

Q: I’ve done fairly well on the stock so far thanks entirely to your recommendation so thank you for starters. What are your thoughts about when to take profits in a company like this? I made money in Shopify a few years ago and sold, only to see the stock continue to rise over the years. Is ttd a name you’d suggest sitting back with for now? I get anxious when I have a good profit and tend to sell the winners. It seems to me that TTD is a leader in a new and growing space (like shop was a few years ago). Thanks.