Investment Q&A

Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?

Q: Hi 5i
Just noticed the after hours 11%drop - anything to worry about or just "after hours - don't worry about it" trading ?

How do you see CGNX in the current environment ?

Thanks
Mike

Q: I own a broad spectrum of your balanced equity portfolio, including some 'growth' equities. I still hold an approx. 30% cash position. What stocks would you recommend adding on to, in order of your priority, during this correction? Presuming a 3 - 5 year hold!
mille grazie,
c

Q: I read this in the G&M.

"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."

Can I have your point of view and how this will or not affect PLC?

Thanks


Sheldon

Q: If you could own one of these at a full position for a long term hold, which one would you choose and why. Thank you

Q: On a Day like Today a lot of "Stops" were activated, then it seemed like a scramble to get back in. Even experienced Host's on Cable, you could sense their chagrin.
Personally I don't like stops, thinking that short of a mushroom cloud, my picks (and I) will ride out the storm.
Could you please tell your thought's ?

Q: Hi, Where is the 2021 IPO Report mentioned in the Jan18 Updates?

Q: Hi there, your comment is very true regarding the following;

All views should be considered and taken into account but this group has been quite bearish for probably a decade now, so eventually they will be right. We have a hard time imagining a 50% market crash. For context, the S&P 500 trades at about 20 times forward earnings, so a 50% drop would lead to the S&P 500 trading at 10X. Of course, earnings could also drop but we are not sure we see a high probability scenario where across the broad spectrum earnings/profits get cut by such a large degree.

However, your last sentence is what intrigued me the most! And looking forward, as the markets always do, maybe the markets foresee three quarters ahead for this year, and revenues/earnings/profits won't be as robust as they were for growth companies now that covid is really in the rearview mirror, with vaccines establishing normalcy (the new normalcy that is) going forward once again!

Thoughts looking forward six to nine months ahead for growth companies?

PS: Growth Companies will no longer get an easy pass any longer (as they have during these crazy Covid times), they are going to have to truly prove themselves as being relevant going forward, earning a buck or two or three..., in a cut throat world competing against one another! Everyone is done with Covid... and its time to move on with normalcy once again, as best as we all can, including the markets! :))

Q: Gentlemen: With Gold, Bonds, Money market funds, CDs, Emerging markets and cash all paying less than inflation, diversifying a portfolio to say 50% non equity as advised with aging, is a joke…. Where do you recommend looking for 2022?

Q: How do you think of this company as a long term investment? Do you see earnings growth?

Q: Could you please give us the 5 best value stocks to put into a RRSP account.

Not worried about diversification or sectors.

Thanks

Q: Can I have your opinion on this ETF please. Looks good for income.

Thanks

Q: It seems certain there will be several interest rate increases this year (and possibly more in 2023). That means fixed income will become more attractive. Please provide your outlook on this change and discuss how various fixed-income types (bonds, mortgages, mortgage-backed securities, consumer financing, etc.) will be affected and what opportunities for individual investors are likely to appear in the fixed-income sector as rates rise over the next 12-18 months.

Thank you,
IslandJohn

Q: Are you aware of any companies that recycle batteries. With the growing number of electric vehicles and batteries do have a life span, something has to be done with all the used batteries.

Q: In late December I transitioned my RRIF portfolio (~28% of total portfolio) from a mix of VGRO & XAW to all VRIF (objective primarily to derisk a bit (?) and to simplify required payouts.
I maybe didn't adequately consider the following implications in my decision? What are your thoughts about the exposure to possible ROC as part of the monthly payouts and the subsequent more-rapid erosion of the RRIF capital, given the current market turmoil.
Thank you.

Q: At today's prices what would your favourite 5, profitable and growing small/mid cap stocks be and 5 profitable and growing large caps be?

Thanks again for your calm, rational reassurances that this is not the first time (nor the last) that the market has taken an ugly turn down ........ and that each and EVERY time it eventually recovers to reach new highs. Its easy to make money when everything is going up, the key is to minimize what you lose (most often by doing nothing) when everything is going down.

Thanks for the wisdom

Scott

Q: I have been watching your recommendation the last 2 days and I dont see $apps anymore. Have you moved on or changed your views on this stock?

Thanks

Q: 30 days ago I sold AQN, BEP.UN, and SJ for tax losses, and replaced them with CPX, BAM and ADN, respectively, thanks in large part to your advice plus some other research I did.
Which of the "replacements" would you shed in favour of a return to the original holdings (as originally planned). I'm thinking CPX out/AQN (or BEP) back in, ADN out/SJ back in, but hold BAM and skip BEP (or AQN). Does that make sense to you?
Portfolio objective is ~ 8-10-year holds (except for harvesting tax losses occasionally) with dividend growth.
What comments would you have on the timing of these transactions in light of the current market turmoil?
Thank you.

Q: I own ZWU in an RRSP account. Today's market price is basically the price I paid to buy it. I own it for the healthy monthly dividend it pays (7% annually). With interest rates about to increase this spring and at least 3 interest rate hikes expected this year, how would those rate hikes affect the price of ZWU? Would I be better off selling ZWU and then investing the proceeds in ZWC which is more diversified in its holdings? My investment time horizon is 10+ years. Thank you.

Q: what is your current favorite utility ETF