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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: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris
Read Answer Asked by chris on January 09, 2024
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members
Read Answer Asked by Christopher on January 09, 2024
Q: Pls give an example of the curency hedged CDRs for a rising/falling $Cdn vs $USD ? For example, if one buys the CDR for MSFT and the $USD falls by 5% vs $Cdn and MSFT stays the same value in $USD and you sell, do you get your original $Cdn funds back (less fees) ? Is it the same with a 5% drop in $Cdn vds $USD ? Thank you.
Read Answer Asked by Paul on January 08, 2024
Q: I would like your opinion on Apellis Pharmaceuticals. I read Citron's research piece (was published in November) on this company new product -Syfovre- issues and make a little bit of research myself. Obviously Citron is mostly promotting its own short positions but this one seems a reasonnable bet considering the content of the report (see attached link). No warning letter yet by the FDA but it is surely a real possibility.


Thank you!

Michel C

https://citronresearch.com/wp-content/uploads/2023/11/Citron-Reports-on-Apellis-Pharmaceuticals.pdf
Read Answer Asked by Michel on January 08, 2024
Q: I’ve held VEEV and OKTA for a few years in a registered account but they have become a relatively small holdings. Are either of these worth adding to in order to increase their portfolio weighting, letting them ride for a while longer or perhaps selling one or both and consolidating the proceeds into something else. I’m a buy and hold type so don’t mind holding either of them but wondering about the opportunity cost of doing so.
Read Answer Asked by Todd on January 08, 2024
Q: When I asked about PDI back in July 2023, you stated you would be fine holding it for 3-9 months. I am still down about 20% on it. It is currently at/near the same price it was last July. I'm liking the high monthly dividend payment but am concerned how long it can last. Do you think the high dividend is sustainable (and if not how much would you expect it to be cut?). As well, looking into 2024 with interest rates likely dropping marginally, a soft/no landing scenario, and all other things considered for 2024, do you think this one can approach $22-$23 in 2024? Any other nuggets of wisdom regarding PDI are welcome .....
Read Answer Asked by Randy on January 08, 2024
Q: With the potential Bit Coin Spot ETF ruling on January 10th from the SEC being a positive one for BlackRock, Vanguard, Fidelity, Ark and other Investment Companies, does it make sense (and dollars) to take a nibble on HIVE or MARA (knowing there would be a 30% currency hit in the case of Mara)? I realize things will be very volatile so just a small position to start. Thanks, Lesley
Read Answer Asked by Lesley on January 08, 2024
Q: Can you recommend any small or medium cap, US dollar denominated ETFs, that don’t have any dividends, phantom dividends, ROC, etc? Only looking for a capital gain/loss.
Read Answer Asked by Greg on January 08, 2024
Q: I have recently received $100,000 and as I have maxed out my TFSA, RRSP and RESP contributions for 2024 I will be depositing this into my cash/taxable account. I am looking for tax-efficient growth stocks. As capital gains are taxed lower I am looking for growth with no or low dividend.

Can you suggest 5 - 6 companies?

Thanks for your help,

Mike
Read Answer Asked by Michael on January 08, 2024
Q: Montrose Env in NY provides environmental services. It was $76 about 15 months ago and now around $30. Can you give my your assessment on this small cap (0.8B) has a 15.9 P/E. Q3-2023 total revenue was $168 which Q3-2022 was $ 130. They appear to have had losses each of the past few years. It appears to have gone public mid-2020. I'd be grateful for your views on this small cap stock.
Read Answer Asked by TOM on January 08, 2024
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason
Read Answer Asked by Jason on January 08, 2024
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