Investment Q&A

Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?

Q: What differentiates NXT from other recent IPO’s such as ARRY or FTCI to make NXT a top solar investment idea for 2024?

Q: Good morning,

I own a substantial amount of MAW 108 in my Non Registered, TFSA and RRSP accounts.

After reviewing the numerous questions relating to VFV ETF and closely examining the annual performance of MAW 108 over the last 15 years, it is clear to me that VFV ETF has performed much better on the whole over a long period and that VFV or HXS would have been a better choice .

Given that there would be substantial capital gains tax incurred by replacing MAW 108 with VFV ETF or HXS ETF in my Non Registered account and therefore not an appealing option, what are your thoughts on:

Q1. Replacing MAW 108 with VFV or HXS in my TFSA and RRSP accounts;

Q2. Are there any withholding tax considerations in holding VFV or HXS in my TFSA and RRSP accounts?

Q3, Is VFV your preferred recommendation over HXS ETF, ZSP ETF, XUS ETF for holdings in a TFSA and RRSP account?

Thank you and I will await your usual sage and valuable advice.

Q: Good Morning
Your answer to a recent question regarding the difficulty selling your losers certainly hit home with me. I had bought ARKK pretty much at the peak buying into the Cathy Wood hype and also placating my need to not miss out on the next “Big Thing”. The fund as you know invests in many new innovation and concept stocks.
Would you endorse a switch to something like Celsius? You have been positive on this stock months ago and I wished I pulled the trigger then.
Thank you

Q: I currently own XHC.

I see that VHT has a lot lower MER. Does it make sense to make a switch?
I assume VHT is more North America while XHC is global?

Also have about 4% in ABBV in an Registered Account with a 52% return. (thank your;)
Would it make sense to cut this down to 2% and add LLY?

LLY has had quite a run the last couple of years and that can be scary. Does LLY have a good runway?

Thanks.

Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.

Q: Hello 5i,

We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.

Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?

Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?

Thank you for your advice

D&J

Q: I am looking to add exposure to the US market in my TFSA. I currently own ZSP and ZNQ and would like to add an ETF listed on the Cdn exchange that would balance my exposure to the Mag 7. I have seen you recommend EQL which I am considering however is there another ETF that would broaden my exposure beyond the S&P 500. Perhaps to include some mid and small cap stocks?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?

Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?

Q: Dropping pretty steadily recently. Any news, or just nervousness?

Would you be adding here or waiting for next earnings?

Q: Hi Team,
Currently, what's your thoughts on the Trade Desk? I have been reading how this year might be a big one for advertising. Do you expect them to turn around after being weak since their last earnings miss? Is it worth holding or is there better opportunities I should be buying with the funds instead? My shres are held inside a TFSA with a considerable % gain. Thanks

Shane.

Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.

Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.

Q: ESSA Pharma is just one example of an exciting pharma in a topically interesting (prostate cancer, aging population…) area but with impenetrable valuation characteristics. Can you say whether this stock’s prospects are worth its price? Are there other early-stage pharmas you like?

Q: Hi,

I would like to purchase a large, dividend paying US stock that has some potential for future growth (or is currently undervalued) in my RRSP. Could you provide some suggestions?

Thank you,
Evan

Q: IDEAYA Biosciences, Inc. (IDYA). Please give me your opinion about this company for next three to five years. Thanks

Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance

Q: Could I please get your updated view on Century Communities. I note that there are 2 holds and 1 sell by analysts, and the stock has been showing some weakness. Should I hold or sell.

Thank you.

Q: Hi,

Was looking at these two mid cap ETF's and noticed that for VO, the market cap of companies that it holds is a lot higher than the companies held in IJH. I would have thought that mid cap companies are usually around $2-15B. Many of the VO companies are >$40B, whereas the IJH companies are <$20B. Why the large difference in market cap between these two ETF's? What is the average mkt cap of holdings for each ETF? And would you be indifferent between IJH and VO? Thanks!

Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS