Investment Q&A

Q: Hello Team,
Visa has come down a bit in last few weeks. Could you tell us why? and Do you think this is a good time to add?
Thanks!

Q: I have a non-registered stock portfolio of about $150k that I am managing. I have 10 US Stocks and 10 Cdn. How many stocks would you say would be desirable for a portfolio of this $ size. If purchasing a new stock - what would you say is a good $ range when buying into a new stock given the size of the portfolio?

Q: Hello Team

My wife and I have approximately $ 50 000 cash in her TFSA account (shared money). With myself being a new investor and the authorized trader, I am looking for guidance in terms of what companies to invest in (Canadian stocks). How many companies would you include? How much to invest in each company? Also, would you kindly suggest a time frame to put the money to work . (ie) invest in one lump sump, over a period of four months, invest a portion and wait? Time frame as to when the money would be required is over 10 years.

On the flip side if I wanted to invest the same amount of money and use some of the profits to purchase a car, would you recommend the same companies or different ones?

All ideas are greatly appreciated.

Thank you

Q: May I have your opinion on selling a position in CAE(up 39%since purchase) and either starting a new position in ATA or adding to a 1% initial position in either ATZ or BYD? No tax consequences as CAE, ATZ & BYD are all held in TFSAs. We are retired seniors happy to hold higher risk growth/momentum stocks in our TFSAs. Thank you for your input, with your usual disclaimers.
JaneN

Q: Hi 5i!

Many thanks for all your good work. Can you comment Trulieve earnings?

It looked like a nice beat, why do you think it droped on earnings day?

Also, how is the valuation compared to Curaleaf?

Many thanks

Q: At this time, are you recommending holding TOI? It is up quite a bit - wondering whether there is still runway or whether it is sell time. Thanks!

Q: After hearing the conference call do you have any further comments on WELL.

Q: In your answer to Colin's questions about ECN on Aug 12th, your answer included this statement - "The sold division was the fastest growing, by far".

I had a look at the quarterly financials just released on Sedar, and in the notes to the financials there is the segmented information, and in there it shows the current Q2 and last year's Q2. The revenue for the sold division was up by 42.9% year over year, and for the 2 remaining divisions, Triad had revenue growth of 72.5% and KG had 30.6% growth. It looks to me like there is excellent growth in the 2 remaining divisions. Am I missing something?

It seems to me there is a very substantial, rapidly growing business remaining after the sale of the Home Improvement Loans division, and in the BNN interview with Steve Hudson he was very optimistic about the future growth of the 2 remaining divisions.

Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Q: Would you recommend to buy Ko(coca cola) or a different beverage company?

Q: I bought this late 2018 when working with a Nesbitt Burns advisor. I have been very happy with the 2019 and 2020 results (gains of 44.68% and 92% respectively in those years). Fund focus and holdings seems to have changed this year and I am not impressed. Gain of 0.53% year to date. MER is high. Is it time to sell this one in 2 accounts and move on? One is held in RESP with a short horizon now. One is in a non registered account. Do you have replacement suggestions for growth, either equities or ETF.

Q: As a proxy for a tax loss sale on PAAS what would be your three top choices today.

Q: Hi Guys
Can you comment on the ETF " FRDM"
this etf seems interesting, in their unique approach in terms of the countries that are selected .
Thanks!

Q: Can you comment on recent results for CGY. What do you think of the company and valuation? Thanks

Q: This company seems to be moving in the right direction. Good growth and what looks to be a strong outlook. Could you weigh in on the valuation and recent results?

Thanks.

Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

Q: Can you please comment on earnings. I'm down here and I believe it missed estimates last quarter as well.

Q: What is your opinion on Victoria secret growth?

Q: Your recent comments about this company seem to generally be positive. Trading volumes seem to have increased in the last few weeks which seems good. Can I get your thoughts on the quarterly results released August 5th? Thanks.

Q: I like the recent q report. The stock still seems underpriced compared to similar US companies which may be a good comparable as almost all of its growth is coming from the US business. It looks like the street is taking more interest. Your thoughts please.