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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: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
Read Answer Asked by Kim on July 13, 2023
Q: 5I team: Being a retired income investor and stuck on the nice yield for this fund I can still not be keen on it's substantial return of capital. Can you advise on a better alternative etf or fund for hands off solid yield as a replacement? Tks. Larry
Read Answer Asked by Larry on July 13, 2023
Q: I am doing a portfolio clean up in my wife's RRSP. The following companies are all down. Please provide comments on add, keep, or sell and your suggested order in these actions.
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)

Thank you Gordo
Read Answer Asked by gord on July 13, 2023
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
Read Answer Asked by Clayton on July 13, 2023
Q: I need assistance deciding which of these stocks I should put in a regular acct and which should be in a TFSA in other words, can you tell me if DIR.UN has a much higher taxable capital gains (and therefore should be ideally in a TFSA)?

Thanks
Read Answer Asked by Mark on July 13, 2023
Q: VSOL they build SOLAR TOWERS Takes 1/6 the land space. Withstands Rain Ice, Snow Wind. Ideal for Industrial Sites and Small Suburbs . How many homes can it service ? What do you think. Buy a bit now ?They have one Tower in BC and one in Florida THE FUTURE ?? RAK
Read Answer Asked by bob on July 13, 2023
Q: Good morning 5i
In an answer to an earlier question on bn you mentioned that 5i holds less than 4 per cent of this stock in the balanced portfolio. I found this a bit surprising, given your generally favourable attitude towards BN. I know there are numerous variables involved in choosing a stock for a portfolio. But I was just curious as to your reasoning

Second question has to do with LMN, which you are also favourable towards. I know that you cannot make individual portfolio decisions but i would appreciate your general opinion. I have received less than one percent of this stock from the split off and have been thinking about selling it or adding to it. The question comes down to whether it is an appropriate stock for a retired person, albeit one who can afford to and does take moderate risk, to hold. Although it is small and new, i am encouraged by its association with csu.
Thanks for your great service
Read Answer Asked by joseph on July 13, 2023
Q: I'm going to set up a TFSA for my daughter she has 41K in available room,for a 5 year duration with the hopes of cashing it in for a down payment on a house.My strategy is to put 10K in 4 funds by setting them up as DRIPs not worried about price appreciation(although that would be great)looking to get 6-10 % on dividends,would like to stay primarily Canadian could you comment on the 3 ETFs i am considering and also could you recommend 3 different options of ETFs that could work ....Thank you for your great service
Read Answer Asked by Greg on July 12, 2023
Q: Hi Peter, what do you see happening on July 24th when the Nasdaq re- balances? Do you think that some of the top stocks would see a bit of a sell-off as ETFs and institution investors rebalance as well? Which companies would you put new money in? Thanks in advance.
Read Answer Asked by K on July 12, 2023