Investment Q&A

Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.

Q: Hi, what do you think about Mackenzie ETFs that use the TOBAM approach for maximum diversification? It seems to reduce weight of large cap companies like FAANG. Do you see potential versus traditional index based ETF? MER are about 0.5%.

Q: please rank in order 1 2 3.4. highest risk. best growth potential thanks Richard

Q: I currently own both BYD and PBH and would like to add a third consumer cyclical stock for my LIRA account. Which stock would you recommend? Have 10 years before having to convert to LIRF.
Thanks

Q: Thanks for Thursday's update...I know Air Canada's balance sheet is stretched but my TFSA positions are held for the long term. Would an Air Canada position be a good for placing in TFSA?....Thanks for your input.....Tom

Q: I understand that there are tax advantages to holding different types of equities in your TFSA, RRSP and open accounts. I would appreciate some information on the preferred types of equities to be held in the various accounts – US stocks, Canadian stocks, International stocks, dividend paying stocks, non-dividend paying stocks, ETFs, etc. Thank you for your information.

Q: looks good to me yet little movement can you give your opinion thanks

Q: What are your thoughts on PEO?

Q: I’ve been looking at these four particular stocks, KEG.Un, AW.UN, QSR and PBH as opportunities to invest in an area this will benefit I. The eventual recovery from the virus. Do you agree, if so rate your picks in order of preference.
Congratulations on your excellent work.

Roy

Roy

Q: Hi Peter and Team,
Over the last 5 years, HHL's price dropped by just under 30% although its underlying stocks had appreciated over the same time period. I just can't wrap my head around this and would you please comment on how this is possible.
Also which one would be your choice for a full position HHL vs LIFE?
Regards,

Q: Hello,
Could you please give me your opinion on the recent sell off of Novo shares by Kirkland Lake Gold?

Thanks

Q: hi folks

with peter and ryan becoming Pm's for a US hedge fund firm where does this leave this service

thanks for the past

good luck

Q: Can you clarify what effect the administrative review on duties will mean for Wef in terms of their cash costs to sell into the US?

Q: Peter; The federal government just announced that in September single sports betting will be allowed. Would this be beneficial to SCR in a major way? Rod

Q: Hi 5i
Work had quite a move up yesterday, about 37%, on the news of a possible buyout by Salesforce.
In your opinion :
1. What would you consider possible as an offer price? Is share price likely to go higher than currently. Close to 52 week high?

2. Would you continue to hold?
Thx
Jim

Q: Are there any Canadian based etfs that track the Nasdaq 100 index similar to ZQQ but are not hedged to CAD?

Q: PBD (Global Clean Energy Invesco ETF) is up 100% this year. Your opinion pls. I would like to buy an ETF to complement my BEPC, AQN. Is there another clean energy/renewable ETF that you like better?

Q: I am looking for the 10 year share price history of this stock. could not find it anywhere. my ACB shows $ 70 plus, was it that high ?

Q: Can you please comment on results. Thanks

Q: I own shares of Brookfield Renewable Corporation (BEPC) and it just continues to defy gravity and move straight up. This has me thinking that an equity raise might be coming anytime now. What do you think the chances are that they do a share issue before the end of the year? Have they already filed a shelf prospectus?

You mentioned in a previous response that if they were to issue shares it would likely be the corporate shares and not the partnership, implying that this might reduce the current premium on the corporate shares. Can you explain why? Wouldn’t the partnership shares suffer the same earnings dilution if they issue corporate shares?

I own the corporate shares in my non-registered account. Would it make sense to sell them from that account and repurchase the partnership shares in my RRSP? I would incur a taxable gain but I already have carried over loses that I can use to offset. In addition I think that there is a possibility that the Government might soon spring a capital gains tax increase upon us (just one more reason to crystalize the gain now).

I couple of question so please deduct credits as you see fit.