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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: BAM intends a spin out of the reinsurance business in the first half of this year, will this be similar to the 1 for 9 split that we had when BIP.un created BIPC, or is this a whole new division, do you know what investors can expect and is this good for BAM over the long haul.
Read Answer Asked by Thomas on February 18, 2021
Q: I hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.
Read Answer Asked by Adam on February 18, 2021
Q: Do you see any flaws in my Portfolio
Can 20% - XIC ZEB ZRE ZUT
US 28% - ZMT ZSP PAVE RCD RSP PFF XSU
Int 20% - CRBN ZXM.B ESGD VIU DDWM
EM 8% - DBEM HEEM
Gold 4% - CGL.C XGD
Cash 20%
No bonds because rates are so low and capitol loss risk if they increase
Some US dollar International funds Hedged because of bottoming of currency
Your valued opinion appreciated
Gil
Read Answer Asked by Gilbert on February 18, 2021
Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.
Read Answer Asked by Don on February 18, 2021
Q: Let's build a three stock portfolio and have some fun :)
In it there needs to be one small cap, one mid cap and one large cap.
For long term hold 10+ years
No etf's and only CND stocks.

On another topic, Peter if you were in France, on your road bike, climbing l'alpe d'Huez (It being the stock market) Where on that climb do you believe you are at before heading down? In other words, how much more RPM(revolutions per minute) does this market have before the chain comes off it's derailleur?

Thank you,

Biking Enthusiast :))
Read Answer Asked by Rino on February 18, 2021
Q: Could you give me your top 3-4. Lithium related plays for growth potential in politically safe areas with your reasoning.
And your top 3-4 block chain plays for growth long and short term and your reasoning please.
What are your thoughts on
Bitf for a blockchain and Bitcoin play and also your thoughts on btcc.b an etf listing tomorrow.
I apologize I probably should have sent a few emails. Thank you for your great advice over the years.
Mike
Read Answer Asked by mike on February 18, 2021
Q: Hi, realizing that you can’t comment on personal weighting’s etc, I would appreciate your ranking of the upside of above companies within the next 12 months. Thanks in advance.
Read Answer Asked by Robert on February 18, 2021
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Read Answer Asked by Michael on February 18, 2021
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