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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 Peter,
For a 30 year old that wants to invest for the long term and not have to worry about following the markets constantly, what is your opinion on investing on the 5 ETFs: 40 % to VBAL ( as it contains bond portfolio) and 60 percent to the rest of the 4 ETFS. I know there is some duplication but wanted your opinion.. thanks for the service.
Read Answer Asked by umedali on November 14, 2024
Q: I believe in the past you have suggest a maximum amount of a portfolio that would be allocated to a single fund company. I have generally tried to target 15% max with any single fund company, but haven't been able to find where I originally came up this value. Is this a reasonable split or unnecessarily cautious? I currently hold ETF's from BMO, Vanguard, iShares, and Global X (formerly Horizons).

Read Answer Asked by Jeffrey on November 13, 2024
Q: Hi 5i Aurinia pharma seems to have turned the corner with earnings and is also getting the drug into hospitals They are again reducing staff this time by 45%. They also have a new drug in trails. Please put on your speculative hat for the questions.

-would drug (Lupkynis) be of interest at this stage in development for another company to buy them and what would the buyout price be for the right company.
-going forward they will make about $220,000,000 a year this took about 3 1/2 years with a covid launch, what do you see max sale's being with the current set up and how many years to get there.
-Do you think Aurinia is a good speculative buy.

Thank you for your service!
Read Answer Asked by Mark on November 13, 2024
Q: While questions on FOUR go back to its going public over 4 years ago, you recently seem to have become more bullish on the company. Is that because it has become profitable or are there other reasons? The payment space appears to be very competitive and I wonder what FOUR has that the others didn't or don't have. Finally, your data source lists it as a tech stock but in previous answers, you suggest it is a financial stock. Do you have strong feelings as to its classification?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 13, 2024
Q: Given our best guesses of what Trump 2.0 is likely to mean….three best Canadian small cap ideas please.
Read Answer Asked by Jim on November 13, 2024
Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks
Read Answer Asked by Leonard on November 13, 2024
Q: This is a follow up question to my previous question about using ETFs instead of stocks.

You mentioned that ZEM was “fine,“ whereas your comment on XEF is “solid,” XUU “we like it quite a lot,” and XIC is a “go-to.”

Do you have an alternative to ZEM that you would consider to be better? If so, please explain why.

Read Answer Asked by Federico on November 13, 2024
Q: Please rank if purchased at current prices.

TIA
Read Answer Asked by Wayne on November 13, 2024
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