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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: What are your thoughts on FCX/FM long term (any favourites?) I currently own FCX and ZMT.
Is 5i bullish on copper? If yes, what are your favourite ways to play it for a long-term hold. Are the names above reasonable?
Read Answer Asked by Stefano on February 23, 2021
Q: good afternoon,
These 3 companies from the income portfolio offer outsized yields. Also have 5% in Telus. Want to increase my position from 3 to 5 % in BCE. Telecom are out of favor right now but wondering about the future what will weigh more on BCE rising rates or recovery? The goal is to free cash for growth stocks.
Thanks !
Read Answer Asked by Denis on February 23, 2021
Q: My two main holdings are QQQ and VIG in the US and ZQQ and VFV and ZQQ in Canada. I'm looking for two medium risk etfs that will balance these with CD, OIL, Financials, health, and industrials . I'd like reasonable growth expected in the next few years but with a manageable lower risk beta?
1) Can you suggest 2 CDN ETFS
2) Can you suggest 2 US ETFS
3) Can you suggest 2-3 emerging markets ETFS

PS can you also explain why TDOC seems to have a beta of .15??? Considering its growth, that seems impossible?
Read Answer Asked by Graeme on February 23, 2021
Q: I am considering adding Power Corp to the income portion of my portfolio as a partial replacement for my overweight position in BCE.  The primary reason for considering POW is that I feel that there may be significant value through their ownership of Wealthsimple.  Are you able to quantify the Wealthsimple value within POW given their rapid growth rate and more than $9 billion in AUM?   Do you think that they are sitting on other spinoff possibilities, similar to the Lion Electric IPO? (that I understand added close to $3.00 per share value to POW).  And perhaps most importantly, do you feel that management is motivated to act to surface value for shareholders?  (they don't appear to have been in the past).
Thank you.
Read Answer Asked by Glenn on February 23, 2021
Q: What is your opinion on this TTAC and the quant. model used by this etf. Has it out performed other similar etf's. Thanks for your analysis.
Read Answer Asked by Ian on February 23, 2021
Q: Besides the above company is there any other plays for EV or autonomous driving?

Perhaps charging components, chips, cameras or something else?

I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.

Thank you.
Read Answer Asked by Richard on February 23, 2021
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