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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 currently own the VGT etf and would like to buy another technology etf but one that does not have apple and microsoft as the main holdings. What are my options?
Read Answer Asked by James on April 25, 2024
Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry
Read Answer Asked by Terry on April 25, 2024
Q: Hello,
Thank you for all your great information.
I am heavily weighted, between LIRA, CASH, TFSA in some of the magnificent 7.
NVDA - 10.6%, MSFT 8.73%, APPL 7.59%, GOOG 7.44, AMZN 4.15%
ETF's - VFV 4.97%, XLK 4.94, ZQQ 3.84
the remaining of my portfolio is split between banks, Brookfield co's and smaller growth stock.
My horizon is decent - and, as you can see, I consider myself an aggressive investor.
My question - I wonder if I should sell and move and if yes, where to move to? Some thoughts.
Thank you for your assistance. I appreciate it.
Read Answer Asked by Maureen on April 25, 2024
Q: Hi Team,
Two part question . What’s your thoughts on metas earnings and their big sell off today? Unjustified ? Buying opp , hold or sell?? Can you give your thoughts on the company? I would have hoped these trillion dollar companies would eventually quit moving like small caps. Unreal really .

Also can you give me your take on Now earnings and your thoughts on the company as well.

Thanks ,
Shane
Read Answer Asked by Shane on April 25, 2024
Q: Hello, Nice call on VRT !!! Despite the last quarter's miss, stock continued to be strongly supported by 5i and now it blew past Earnings and Guidance !! So, now, do you expect a similar performance from CLS, after close Today ? If yes, at what levels, it would make sense to add to these two companies ? We have a 1% and 1.75% position in VRT and CLS, respectively. Thank You
Read Answer Asked by rajeev on April 24, 2024
Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
Read Answer Asked by Gary on April 24, 2024
Q: I have a 1% weight of AT&T in my portfolio at a 50% loss, held in a non-registered account. I am thinking of selling to take advantage of the tax loss.

Do you see much chance for recovery in the next 6 to 12 months for AT&T, or would you recommend the strategy of selling and seeking a recovery from a higher quality stock?

Thanks.
Read Answer Asked by Robert on April 24, 2024
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Read Answer Asked by Anh on April 23, 2024
Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?
Read Answer Asked by David on April 23, 2024
Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.
Read Answer Asked by Thomas on April 23, 2024
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