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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: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!
Read Answer Asked by Sue on April 09, 2021
Q: PureCycle Technologies, Inc. (PCT) and Rekor Systems, Inc. (REKR)
I'm not sure if you've ever heard of either of these two companies listed on the NASDAQ. I'm always on the look-out for "moaty companies". Would you have any opinion on these two?

You can get Michael Taylor's view here between minutes 35:00 and 46:30........
https://www.youtube.com/watch?v=VmIV5sluKOg

Thanks.
Read Answer Asked by James on April 09, 2021
Q: What is your opinion of CWL results and outlook. The fiscal Q2 results only reflect 2 months of recent acquisition but the "new" Caldwell has a revenue run rate of over $100M now against a market cap of $46 million despite the share price gains year-to-date. Do you think the company will garner more investor attention now to bring the market cap more in line with the revenue growth?
Read Answer Asked by Charles on April 09, 2021
Q: Looks like the Dollarama boys are selling again. The insider selling is now a consistent theme, even the son Neil (President) participates each round. I understand they still own a lot of stock but this constant selling doesn't give me a warm and fuzzy feeling particularly when coupled with its anemic performance over the last 3 years. I've enjoyed holding thru the last 7 or 8 years but I'm now selling the same % they do each round and adding to my long term positions in COST and HD. Is 5i still positive on Dollarama?
Read Answer Asked by Gary on April 09, 2021
Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks
Read Answer Asked by Brian on April 09, 2021
Q: Would you have an opinion on the Global X FTSE Southeast Asia ETF? I already have VWO and would like to add more Emerging Markets, less some China - which seems to dominate VWO. I also do own ZID which gives me exposure to India.
Read Answer Asked by James on April 09, 2021
Q: Is there any advantage to using ETFs rather than mutual funds in our fixed income portfolio? Presently, we have 35% in fixed income with DFA231, DFA 603, PM0 205 & LYS801F.
Read Answer Asked by Bradley on April 09, 2021
Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.
Read Answer Asked by Mark on April 09, 2021
Q: I am interested in adding more international exposure. Over time, in a haphazard fashion I developed portfolio weights of 4% in ZEM, 2.5% in MAW150; and 1.5% in DXG. To my untrained eye they offer diversity, for growth & stability, to different markets, etc What is your view of these 3 holdings? Would you add to each? Delete any? Due to political risks from trade tensions etc, I am inclined to avoid too much of an exposure to China. Thank you for your excellent service.
Read Answer Asked by Leonard on April 09, 2021
Q: Would appreciate recommendation on Canadian mutual fund(s) for international (ex NA) exposure, pay a DRIPable dividend and allow couple hundred dollars of monthly contribution without charge?

Please mention if there are ETF(s) which allow monthly contribution without fee,

Thanks
Read Answer Asked by Steve on April 09, 2021
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