Investment Q&A

Q: Hello,

There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.

For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.

Thank you,

Q: Which company do you have more confidence in for capital preservation? Thanks.

Q: Hold I get your thoughts on the latest quarter and also your thoughts on the company in general and do you think this drop in price is an attractive entry point for a 1-2 year hold Thanks

Q: Could I have your views on there latest acquisition of an Australian company. Stock is up nicely this morning.

Q: Please comment on the earning report. Thanks a million.

Q: I am wondering what your thoughts are on the new IPO Oddity technology. This AI company that is direct to consumer make up and skin care products is trying to disrupt beauty. I am wondering what your thoughts are on Oddity and if you still like ULTA and/or Estee Lauder. Do you feel a company like Oddity can have a significant impact on sales and what is your rating (sell, buy, hold) for EL, ULTA and ODD? Thank you!

Q: I am working with my son (age under 50) to help him put together a stock portfolio. Considering that the US and Canadian markets have significantly different sector weightings what would you recommend for reasonable diversification in a growth weighted portfolio? I thought you had dealt with this type of question a number of times before but haven't found previous responses.
Thanks, Hugh

Q: I am going to retire in 2 years what company's would you suggest to put in a TFSA for a good stable passive income.

Q: Thoughts on the valuation of QQQ right now? It's had a nice run YTD. Is HXQ a good Canadian listed choice?

Q: What are your thoughts on this fund?
Long term performance and yield are both very strong, in excess of 9%. No covered calls but does have some leverage. Not sure how they achieve 9%+ yield without covered calls but the yield seems consistent and large portion of distribution is capital gains, eligible dividends and ROC.
Never invested in a closed end fund before. What is the difference between this and an ETF?

Q: I am looking to raise some cash from my RRSP by selling 1 or 2 of the companies named. Please rank the companies from best candidate to sell to best to hold onto with a few supporting comments. Always appreciated. ram

Q: Good Evening 5i Crew,
I bought 100 shares of Nvidia about 18 months ago and I am up 95%. I strongly believe in the capabilities of this company and the part it will play in technology over the next 5-10 years. However the noise around valuation is getting pretty loud. Do you suggest selling 50% (getting my original investment out) of the shares and play with the house money? I have a 5-10 year horizon
With thanks for your opinion

Q: I would like to add one from your growth Model (new position).
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert

Q: I have done well with AMZN and am considering a switch to GOOG. Which do you think will fare better in the longer term? Please explain. I'm a big nervous about AMZN's PE ratio.
thanks. al

Q: I read in the Vancouver Sun that the municipalities in the US have a lot of control over the rate at which energy utilities convert to climate friendly energy sources. A UBC climate change expert weighed in to nudge the Vancouver municipal council who are meeting this week on the subject to stick to their acceleration plan for Fortis (+ maybe others) to adhere to it. Do you have any facts or insight on investor sentiment over the short to medium term?

Q: Npk is going to sell carbon credits on its 300000 tons of production at $500 US per ton. The first sale is to go through by the end of 3rd qtr. The markets seem to like this & the stock is up this AM. Do you think this has potential for the shares? Comments please.
In Npk's last conference call was there any mention of them fixing the flooding of the road to their mine that was preventing them from delivering product?
Thanks
Fergie

Q: What are your thoughts on owning ZUT or owning in individual stocks. If your preference is individual stocks could you recommend 10 stocks and a good entry point.

Thanks Brian

Q: The covered call strategies I have seen discussed to date are exclusively equity-oriented (e.g. QYLD, XYLD, RYLD, etc.) What do you think of the potential of TLTW assuming the relative volatility of the bond market stays high-ish?
Do you have alternatives to TLTW with a longer track record?

Q: What is the best etf to play copper?

Carl

Q: I have held T for years and have been content with its solid dividend, stability and some growth. Clearly not happy with current events. I am still up 18% in a non-registered account. Would you be inclined to hold the course and hope for a turn around in the next several quarters? Or do you believe - even after interest rates peak - that the combination of growing competition and onerous government regulation mean the telco will continue to struggle? If the latter, can you recommend a replacement? I'm wrestling with this as I want a dividend >4%, a bit of growth and low volatility, but am overweight in Utilities and Finance, where I would be most likely to get this. What do you think of binning T and shifting the funds to Energy (ENB?) or Real Estate (DIR.UN?)? Alternatively, is there another Communications stock you might recommend (Canada or US) that fit my criteria? Thank you.