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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: Acuityads is down for the last 9 days (it seems the highest number of down days). Any news that will justify the relentless sale?
Read Answer Asked by Marios on July 19, 2021
Q: ENERGY:
I sold most of my energy holdings a while ago, the last one being SU: Suncor just before the price of oil started to increase.
I now only hold ENB: Enbridge at 2.4% of overall RRIF portfolios.

Is it a bit too late to think about increasing my holdings in this sector?

I'm a buy and hold investor and rarely seem to act in time to take advantage of sectors coming in to and going out of favour. Maybe you could consider giving we laggards a heads up when you start to notice that this "in and out of favour" starts to happen?

Thanks for your ideas.
Read Answer Asked by John on July 19, 2021
Q: POAHY:US is the symbol in NY for Porsche Auto in Germany (it’s an unsponsored ADR and is not in your data base) . This business is held in the EWG (Germany) ETF. In addition to holding a modest amount in EWG, I also have a tiny position in POAHY. I thought of topping up after reading some near-rave reviews in Barrons on July 6, 2021. Barrons also listed it as a PICK in its "Picks and Pans" on 6 July. I would appreciate very much if you would please care to comment on Porsche Auto Company.

POAHY pays a healthy dividend (4.85%). More troubling than the high dividend is that it does appear to be seriously under-valued. Is it a value trap, you think? And do UNSPONSORED ADRs carry more risk? Thank you.
Read Answer Asked by Adam on July 19, 2021
Q: This question is about first things first. I would like to add to ATZ which I'm underweight but am already overweight Consumer Discretionary. At the same time, I am underweight Health Care and could add to this sector. Now for the lead up to the question - If the first principle is tp focus on the portfolio, then I should go with the health care stock rather than ATZ. Is that right?!.....What a quandary, eh?!......Tom
Read Answer Asked by Tom on July 19, 2021
Q: Hi 5i
I bought POW at $24 about a year ago so have made over 70% with divs. I am tempted to sell it near all time high to buy MFC about 15% off 52 week high. Yields are the same, MFC has lower PE (9 vs 11) and lower PEGY. (Also own SLF which I will continue to hold long term). Thoughts?
Greg
Read Answer Asked by Greg on July 19, 2021
Q: KRR has issued a revised news release where the company corrected an earlier news release which incorrectly reported second quarter gold sales higher than actually achieved. Gold production was not changed. I don't really have a problem with the sales error even though it would have been better if the error hadn't occurred. The revised news release projects gold production to more than double to 205,000 ounces by 2024 (from 2020 production levels) with costs declining at the same time. How solid do you feel is this 2024 projection or is it promotional?
Sales errors are one thing but future production "hype" is another.
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 19, 2021
Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.
Read Answer Asked by Nimish on July 19, 2021
Q: I have a number of laggards in my portfolio that have been dramatically outperformed by peers during this year's rally, many of which I already own. I realize that you have generally rated these as 'hold' when asked in the past-yet I'm seeing a substantial opportunity cost to holding while others hold momentum during these hot markets for tech, industrial and commodities.
Any thoughts on whether it is worth continuing to hold and would you advise replacing at this time. ie on the balance of possible outcomes, would I be better off to stand pat or shift over to comparables within the sectors?
Thanks,
Peter
Read Answer Asked by Peter on July 19, 2021
Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,
Read Answer Asked by Arturo on July 17, 2021
Q: In my balanced cash account I hold CBH as the fixed income portion and while I thought the laddered approach would be beneficial, it has not performed well over the past years. After reading about Real Bond ETF's, I am wondering if I should replace my CBH with a real bond ETF (either XRB or ZRR) for the next few years. What do you think of that strategy? FYI, I also hold XBB in my RSP.
Read Answer Asked by Joseph on July 16, 2021
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