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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: thanks for the recent risk ratings answers for US stocks....I use the information to set my target weights.
and I want to mention this is one thing I struggle with, like how to set target weights for each stock in a portfolio.
yes, I know for a blue chip stock, the weight could be 4 or 5% and for smaller cap stocks, like 2%......but really in setting the target weights, I'm in the dark!!!
with this in mind, perhaps you could keyboard your thoughts on what the process is or key factors are.......anyhow, thanks!......Tom
Read Answer Asked by Tom on September 03, 2020
Q: After the reorganization of BEP.UN, I hold over 8% (for all 3) in a RRIF.
Is it worth trimming down to 1 or 2 of these and which would be better for long term hold in a RIFF?
The portfolio is otherwise fairly balanced but leaning overweight in financials and solid Dividend payers.
Thanks for the continuing advice!
Peter
Read Answer Asked by Linda on September 03, 2020
Q: what is your take on stocks that look good for recovery plays in the US?.....asking this because I read your take on those in Canada.
Read Answer Asked by Tom on September 03, 2020
Q: In the past you have noted that CSU is one of the best managed companies in Canada and there can be no argument there. Are they getting tired? In round terms CSU is up 20% in the past 1 year while ENGH is up 100%. Is it time for me to get off the CSU horse which has served me well. What would be your recommended replacement if yes please? Dam Dan
Read Answer Asked by Danny-boy on September 03, 2020
Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.
Read Answer Asked by Bob on September 03, 2020
Q: I follow your balanced portfolio. I am looking to sell bns for a company that has a good dividend and growth potential. Your suggestions please.
T Steven.
Read Answer Asked by Stephen on September 03, 2020
Q: What do you think of Innovation as a new sector? Here is a quote from a white paper published by Ark Funds:

"Based on our analysis presented in this paper, we believe innovation should be considered as a strategic allocation, if not a sub-asset class, in global public equity portfolios, much as emerging markets have evolved during the last 40 years. In our ever-changing world, as industries are disintermediated or displaced, and lifespans of companies shorten, investors should capitalize on alternative sources of growth by rethinking traditional asset allocation. Specifically, we think investors should ask themselves whether they sufficiently have incorporated disruptive innovation into their portfolio construction." From https://arkinv.st/3lJMsrl
Read Answer Asked by Jerry on September 03, 2020
Q: Hi All,

With the help of 5i research, my portfolio was well diversified and full of strong named well positioned to withstand the pandemic. The two exceptions were small positions in AC (which I fortunately sold half of @ $45/share) and CAE. Would you hold these depressed names in the hopes of a news based pop or move the immaterial amount of capital into stronger names for the next few years? If the latter, any suggested replacement names? (Please feel free to deduct multiple credits here as i rexognize i asked two questions)
Read Answer Asked by Patrick on September 03, 2020
Q: Please advise if it’s a good entry point for Enghouse Systems Limited today. Please provide your thoughts on future earnings ,growth and ability to compete with it’s peers in 3 to 5 years. Do insiders own any of the shares. How did it do in the last 5 years. Is it a good stock for TFSA account.? Thanks as usual for your great input!
Read Answer Asked by Rossana on September 03, 2020
Q: Would you know who is in the syndication group / underwriters are for the upcoming IPO of Nuvei?

Thanks
Stephen
Read Answer Asked by Stephen on September 03, 2020
Q: I thought I had asked this earlier to day, however haven’t seen a response.

My question relates to the usable life of solar panels and the blades used for generating power via wind. I don’t know of anybody recycling the panels or the big blades. Is there a way to economically recycle or use these things at the end of their usable lives. Or are we setting up our children to find an answer to a mess we created like we have done with radioactive waste.
Read Answer Asked by Robert on September 03, 2020
Q: Hi,
I would like to start a new position in L and CSB and increase my existing position to CCL. Defensive portion of my portfolio, long term hold. Would you endorse? Also, can you please comment on L current valuation. Thank you!
Read Answer Asked by Pierre on September 03, 2020
Q: Good afternoon 5iR,
I am requesting help with understanding why Manulife would trade 22,000 boe/d for 12.5% of Whitecap’s and NAL’s combined 82,000 boe/d, which amounts to 10,250 boe/d. All numbers from Whitecap’s August 31, 2020 press release. Why is a barrel of Whitecap’s oil worth over 2 barrels of NAL’s oil. Are NAL’s reserves much lower than Whitecap’s. Otherwise Manulife is to be lauded for taking the long term view for value of a growing, progressive Whitecap and Whitecap is to be congratulated for making a great deal especially with respect to deleveraging the balance sheet.
I do not own shares in WCP or MFC either directly or indirectly.
Thank you for your highly valued assistance.
Cyril
Read Answer Asked by Pat & Cyril on September 03, 2020
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