Q: Hi Peter/Ryan seeing that SHOP has risen so much from when you first put it in the Model portfolio at 28.84 is it to late to invest in it now at these levels. How much more upside could there be. Thanks, Nick
Q: Will comercial real estate and in particular mall real estate keep Brookfield in the penalty box for the forseeable future.This name does not respond when the markets are buoyant ...but has. No problem falling with the general mkt.Are there better sectors to be deployed in until we get some Covid clarity?
Q: SONA/FD. Good morning, I have been following both these companies Both seem to be well run , serve a growing niche and are on a roll. Do you have any thoughts on either and might their be an opportunity for an initial position in either. Thanks Jim
Q: Can I get your thoughts on these two companies? How do they compare in fundamentals, valuation and growth prospects? Honestly I didn’t think PTON would do this well because of the price point and if Covid didn’t come, I don’t think the stock would be where it is today. PTON been growing lots lately and with LULU buying Mirror recently, do you think this theme of convenience at home fitness will continue into the future after things return to normal? Would you be a buyer now and which one would you buy and why? Half or full position? Looking for long term growth. Thanks!
Q: I recently bought AEM and KL for gold exposure. Looking back at 2008-2011 after the financial crisis, gold and silver had massive rallies! Do you think the macro conditions now with central banks pumping out money into the economy set up the same conditions for a multi year rally as well or what was different back then to now? Would you suggest holding both silver and gold? What would be your top etf for silver and 3 best silver stocks? Thanks!
Hoping you can help me to understand the fundamental differences between these funds and why the US preferred ETFs have significantly outperformed CPD since March.
Q: I have these 7 stocks, they comprise about 30% of the equities I own, in part because the their stellar performance in recent months. Two parts to my question: first, though they are all categorized as "tech" ( well, maybe not Goog), I am trying to get a sense of how different they might be from each other so that 30% is better diversified than the label they fall under might suggest? Can you briefly describe the underlying businesses of the 3 Cdn ones and indicate if you see all 7 as diversified. Second, if the stock market should hit another significant pull back (like March or otherwise), would these 7 be resilient enough to avoid major losses, and are some better than others in this regard? Thank you for your excellent service.
Thank you for your answer about DGRC today. With hindsight, I shouldn't have included VCIP in the same question! Here it is again as a separate question:
I know from your answers to other members that weighting is personal/that bonds despite all the bad news still play a role in one's portfolio/Short bonds are probably better than long bonds.
I have your Portfolio Analytics service and my input suggests 60 40 split. (Inputting data in PA is a work in progress!!)
With this mind, may I ask this question?
What would your suggestions be for retirees: 40% Fixed income .
All in something like VCIP. Or divide them into different boxes? VSB/VAB/VSC etc., Or some other ETFS?
40% is a lot of money to be in one ETF, no? Or these multi layered ETFs offer enough diversification?
Q: Thx for all your terrific guidance. I am looking to add two more growth names. I am deciding between AVLR, XBC and ABBV. What would you rank them in order for strongest growth, and secondly what would you rank them from least risky to highest risk.