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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: Good morning. Happy St Patrick’s day to everyone
If I wanted to find stocks in the semiconductor sector thru 5 I is there an area to go to - also if we were looking for value stocks vs growth stocks - can I somehow do a search request in the ask a question area by using the word growth etc

Thank you for all you do - always enjoy my time on your site.
Read Answer Asked by Marla on March 18, 2021
Q: Hi guys
I have a small portion (under 2%) of my portfolio in preferred shares (CPD and PPL.PR.M ). I bought these for a safe steady eady type of return but as you know investing in Preferred shares the last few years has felt like a roller coaster. For example PPL.PR.M is still $1 below where I bought it about 5 years ago, and has dropped to as low as $14. So I am wondering why not sell my preferred holdings and just buy more of a nice dividend stock like BCE where I am actually getting 6.2% yield - more than I am getting from my preferred? I know I am further down the chain if the company defaulted but I also get more upside. Your thoughts on selling my preferred holdings and buying some nice safe dividend stocks instead?

Thanks

Stuart
Read Answer Asked by Stuart on March 18, 2021
Q: I recently purchased Portfolio Analytics and I'm severely underweight internationally.

For international (excluding US) I am thinking VIU and VEE.

Any suggestions on how I should decide an appropriate weighting ratio of these two? Does it make sense to have equal VIE and VEE... more VIE?

Are there other ETFs I should be considering for international exposure?

And finally, these ETFs would make up a substantial portion of my portfolio. Would you suggest buying in one go or over time and if so what timeframe would you suggest?

Thanks for your service.

Read Answer Asked by Stefan on March 18, 2021
Q: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks
Read Answer Asked by Steven on March 18, 2021
Q: My mother in law is a 85 yr. old looking to convert A 300 thousand GIC into 5 of the highest dividend stocks from your Income portfolio, it represents about 20% of her total portfolio. The other 80% includes another 500 thousand GIC due in 2 yrs. My timeline is 5-7 yrs for reliable dividend stocks. Could you recommend 5-7 stocks to buy or any that aren't suitable at all.
Read Answer Asked by Ken on March 18, 2021
Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek
Read Answer Asked by Derek on March 18, 2021
Q: What do you know of XBC's management? How would you rate them, both excluding what is happening now and including current affairs?

In your report on the company in December 2020, you state:
Management is well-seasoned and has public company experience, including former top executives (CEO, CFO, COO) of various energy and industrial companies like CAE Inc (CAE) and McPhy Energy North America. Have they ever experienced anything like what they are going through with XBC now? How important is the involvement of CDPQ who invested $50M?

5i advanced XBC as a top growth company, as recently as March 10. Your report outlines your reasoning back in 2020. Obviously it's a different picture today. Any lessons learned?
Read Answer Asked on March 18, 2021
Q: How would you expect the healthcare sector to perform in inflationary times?
Read Answer Asked by Daniel on March 18, 2021
Q: How likely is is that the Feds permit the merger of Rogers and Shaw but then allow foreign ownership of telecoms in Canada. If so, which of the two, Telus or Bell, is likely to be bought out? Even if they are not bought out, Bell and Telus might still do better with less competition. Or the Feds may impose conditions on the merger that benefit BCE and Telus. In any event, I am not sure there is any downside to owning Bell or Telus, and the real possibility of capital appreciation. I leave out Cogeco in my analysis as the controlling family appears not interested in a takeover.
Read Answer Asked by Murray on March 18, 2021
Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance
Read Answer Asked by Terence on March 18, 2021
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