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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 would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Read Answer Asked by Peter on February 03, 2022
Q: Hi Team,

What do you think about ET, BCE, EIF? I already own a position in EIF and BCE and was thinking to add more or start a position in ET. This would be an acquisition in my non-registeted account and for a 10-15 time frame. I am primarily a dividend investor, but do look for some growth potential.

Thank you for your diligence and the service you provide!

Terri
Read Answer Asked by Terri on February 03, 2022
Q: This microcap stock has had some interesting price action today. It also went up prior to the last quarterly report which was quite good. Could you comment on this report. What do you see as the prospects for this company going forward given current oil prices?
What has happened to the share count over the last 6 years? What is the insider ownership of this company?
Read Answer Asked by Irwin on February 03, 2022
Q: I own the above cdn. energy names and would like to add to one or two of them. Would you please rate them from best to worst in your opinion, and which one, based on current valuation and other metrics, you would add to at this time. Many thanks, Don
Read Answer Asked by Donald on February 03, 2022
Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
Read Answer Asked by Les on February 03, 2022
Q: 5i team:
2022 “fresh money” TFSA $6k annual allocation will not account for 1% of my total portfolio allocation. I have 60 holdings most at least 1% each across eleven sectors (max 15% for any one sector) plus a 10% sector allocation for X-Canada (currently have VTI, VIG, VIU and VEE for full 10%).
Currently underweight Industrials (-5.09%) , Healthcare (-3.48%) Cons Cyc (-2.60%) and lesser amounts for Cons Staples, Communications and materials. Overweight (most first) Fins, Tech, Utilities, RE then Energy due mostly to the Brookfield companies.
Across total portfolio current industrial holdings are BAM.A, BBU, CAE, TFII, TRI & WSP; for Healthcare have GUD and WELL; and for Cycs have ATZ, MGA & QSR.
Looking for ideas for either industrials or healthcare or consumer cyc. For TFSA do I add to existing or add a new holding like ATA, SIS or PRN, NBLY or DOO or DOL considering current state of market turmoil?
TFSA currently holds AQN , AHOTF, TFII, TRI, DSG, DIR, EGLX, HR.UN, KXS, PMZ.UN, REAL, S, TIXT, TOI. (ahotf, hr.un, pmz.un, real & s destined for the exit ramp with total loss of much more than the $6K of TFSA fresh money).
For context investment objective is to continue conservatively growing a balanced portfolio investing a growing portion in mid cap growers. My portfolio is all equity so it leans to the higher risk side. I am 69, retired, indexed DB and CPP pensions but no OAS due to claw back. No RRSP but have TFSA and non-reg accounts in $USD and $CDN. Portfolio size is low 7 figures.
What to consider doing?
Read Answer Asked by William Ross on February 03, 2022
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