Investment Q&A

Q: Hi Peter and Team, Happy New Year!

The portfolio Analysics tool suggested me to add 20% of fixed income instead of 100% equity. Can you suggest any fixed income name that I can invested on? Does CVD can be considered as fixed income?

Thanks,

Q: This will be an ugly day for Berkeley. Is this a good opportunity gone bad. How do you like it’s future prospects? Would you buy today, being it’s all time low?

Q: Please comment on Stelco news. Would you hold?

Q: hi. can you provide the PE and PEG on shopify (current and forward). I see different numbers on different websites. and do you see any new challenges for SHOP going forward re today's fed minutes? and is this a good entry point? thanks chris

Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen

Q: I currently hold Maple Leaf Foods (MFI.CA) in my TFSA. It appears to be currently trading around its fair value (at least according to Morningstar). And MFI.CA just announced that it is reviewing its recent investments in plant based protein products (like veggie burgers). So it future growth prospects may be suspect.

I suspect it may be a good time to exit. Can you recommend another consumers staples stock for my TFSA as a long term hold?

Or maybe I should not have ANY exposure in the consumer staples sector in my TFSA given the slow growth and typically lower returns in the long run in this sector. Your thoughts please!

Q: Hi, We have 3 TFSA accounts, where we sold some SHOP, last year and made cash withdrawals. As a result, this year, we have available contribution room between $30-40k, in each account. We like to wait for an opportunity for a Growth stock to transfer from our Non Regd accounts ( there are separate accounts for each) for an in-kind contribution. Present allocation in the TFSA accounts is as follows.
CSU 25-30%
SHOP 35%
LSPD 30%
NVEI 10%

We are not worried about concentration, as TFSA funds are less than 5% of our Total Investment Portfolio, which is fairly diversified. Objective is to optimize Growth stocks in a TFSA setting. There is sufficient quantity in Non regd accounts, for all the five stocks listed in the question.

We were planning to add SHOP, with today's 10% decline and some TOI, as we have none in TFSA's.

What would be your recommendation ?

Thank You

Q: I keep hearing that a rise in interest risks adversely affects tech stocks. Understand that comment in the context of companies that are reliant upon financings but don’t understand it in the context of the FANG stocks which are cash rich and have significant pricing power. Please clarify.

Q: Hello Peter,

Could you please give me your opinion of the stock at current price levels? I have been holding on to it through the decline and am wondering if it should have a place in the risky portion of the portfolio? With the rotation out of growth providing opportunities at now lower valuations, where would you place OSTK in the spectrum?
Regards
Rajiv

Q: Which do you prefer for long term capital growth in a tax deferred plan (RDSP)

Q: I want to transfer two stocks in kind (SVI and LSPD) to my TFSA. Combined they are more than my $6000.00 annual contribution limit. Presently I have spare cash in my TFSA. Can I take cash out of my TFSA to make up for the over contribution from the stock transfer, without any implication?

Q: Hi 5i, do you recommend buying ATD at $49, with a possible sell at $53?

Q: After averaging down and waiting (far too long) I have entered break-even territory with this holding. There now appears to be significant momentum occurring. I am also quite overweight with this stock in a TFSA but would like to finally enjoy the benefits of price and dividend increases in the industry. Do you have any suggestions for swapping this holding for a more diversified security still expected to benefit by the uptick in energy stock values? I own no pipeline securities.

Q: If you were to pick 2 0r 3 sectors that might outperform this year in the Canadian Market, what would they be ? Could you suggest 2 or 3 dividend payer in each of those sectors. Thanks so much. Don

Q: Hi 5i, do you recommend buying SHOP at $1380, with a possible sell at $1480?

Q: Can you please post the total return for the S&P 500 and TSX for both 2020 and 2021. Thx

Q: With the recent shift from growth to value I was hoping to add a bit of Canadian Tech with XIT, instead of picking away at CSU, GIB.A etc individually, as these are all held within the fund. Can you let me know your thoughts on this or a proxy to XIT? XIT seems quite expensive with Management Fee's 0.55% and Management Expense Ratio (MER) 0.61%

Q: For diversification purposes, which non-US ETF will be better VE or ZEQ?

Q: Follow your balanced portfolio. Please give me 3 names that you would add today. As well 2 income based dividend stocks that are not in youe balanced model portfolio. Thanks for your great service. Happy New Year.

Q: I owned CXB and it more than doubled. Then I wanted something a little more established so I put the money into KL. It started off well but then I ended up down 20%. When it merged with AEM, I sold KL for the tax loss and bought AEM thinking the combined company looked like a really good gold company. Now I am down 4% on AEM. This now amounts to less than 1% of my overall portfolio. Gold is supposed to be a stabilizer in a portfolio but I have lost faith in it. I certainly don't want to buy more. Do you think someone should have a little gold in their portfolio?