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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: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?
Read Answer Asked by Don on January 22, 2025
Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?
Read Answer Asked by Maryon on January 22, 2025
Q: hi 5i, would you please provide me with 3 canadian names you think will benefit and growth under Trump's era mandate, any sector, high risk is OK.
thanks
Read Answer Asked by Fernando on January 22, 2025
Q: Looking to sell LYB and purchase one of these two preferred shares can you tell me which one you prefer and why ? Both these stocks have wild fire issues out west in the USA. Maybe I should just be more patient with LYB to grow thus getting a capital gain as the dividends are about the same.
Read Answer Asked by Mark on January 22, 2025
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
Read Answer Asked by Ken on January 22, 2025
Q: Do you consider that Canadian utilities ETFs (my impression..) ,or even other ETF categories, offer a protection against future potential US taxes on foreign countries ,and in such case, which ETF would you favor ,(or a mix) ?

Read Answer Asked by Jean-Yves on January 22, 2025
Q: The listed companies have used their tech to expand beyond their original business channels to a point that they are woven into the fabric of society. At some point early on they were good businesses with high potential that have risen to levels I could not have contemplated. Looking beyond AI, can you think of three companies out there in any sector that are working on things that have the potential to become central to our way of life in the way that these giants have? These can be well known companies that you think are on the cusp of big things or smaller companies with ideas that are a long shot.

Thanks
Read Answer Asked by Tim on January 22, 2025
Q: Good day team,
I know you’ve been asked a lot about small and mid cap etfs but can you kindly recommend a few etfs both hedged and unhedged for a non registered account pls. No need to funds for at least 10 years.
Read Answer Asked by Seamus on January 22, 2025
Q: Hello, I am wanting to increase my TFSA Industrial sector from 12% to 15%. I presently hold ATRL CP MDA and DRX. Which would be better addition RTX or ATS? Another thought is add RTX and replace DRX (down 30%) with ATS. I do hold for longer term. Thanks for any comments.
Read Answer Asked by Roy on January 22, 2025
Q: I have most of our Reits in our TFSA accounts, which I understand really should be for more growth stocks. If I take a position with CHP.UN and put it in our margin account, do you know how much would be Dividend and how much is other income that is taxed differently? Does it make that much difference?
Reits have been out of favour recently and coming to year lows. Do you see this as a buying opportunity, or are you cautionary? Do you see more potential downside?
Thanks so much!
Read Answer Asked by Pat on January 22, 2025
Q: Hi, for smaller cap companies, what would be your max position sizing for someone that is a medium/high growth oriented investor. What are some criteria's you look at when sizing a position depending on if it is small, mid, or large cap? Beta/volatility, cyclicality? I'm guiding towards 5-8% for larger cap names such as CSU, BN, BKNG, GOOG, etc... and 2-3% for smaller names such as LMN, TVK, PRL, WELL, VHI, ATZ, etc.. I know for more volatile names, a smaller position can have just as large an impact in a portfolio. Thanks!
Read Answer Asked by Keith on January 22, 2025
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