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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: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!
Read Answer Asked by jeff on May 03, 2023
Q: Thanks to strong performance largely from CSU and KXS, I am both overweight in Tech and also have outsized positions in both - CSU along with the spin offs is ~13% of total now.

While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?
Read Answer Asked by Ryan on April 17, 2023
Q: Hello, I received a few hundred shares of BAM from the BAM.A spin off. Between BAM and BN which one offers the better return?
Are KXS and ENGH keepers? Do they offer any real advantages over their competitors ?
How about LSPD? As I recall LSPD offered point of sale to restaurants and small businesses. Since the re-opening, LSPD has not gained market share. what is the problem with he company?

I appreciate your thoughts!
Thanks
CR
Read Answer Asked by Carlo on March 27, 2023
Q: Leaving personal portfolio situations aside...based on current market environment would 5i buy either of these companies at current levels...or do you consider them overbought...and lastly, would you buy one over the other. Let's assume a 12 month time horizon.
Many thanks as always for your great insight.
Read Answer Asked by Doug on March 22, 2023
Q: Just a follow up to my prior question. I was under the impression that Kxs is very expensive . Can you please give me an idea of whether you would consider if it was or not and what the numbers tell you.

Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?

Thanks



Sheldon
Read Answer Asked by Sheldon on March 20, 2023
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
Read Answer Asked by Jim on March 16, 2023
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Read Answer Asked by sean on March 08, 2023
Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?
Read Answer Asked by Curtis on March 07, 2023
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Read Answer Asked by Stephen on March 06, 2023
Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.
Read Answer Asked by Linda on March 01, 2023
Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.
Read Answer Asked by Peter on February 28, 2023
Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.
Read Answer Asked by David on February 14, 2023
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