Investment Q&A

Q: Hello 5i
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal

Q: Hi,

If you could own only one today, which one would you choose?

Risk and sector allocation are not a concern.

Thanks,

Q: I have received a few shares of BAMR in my Canadian TFSA and RRSP accounts. What do you recommend I do? I would prefer to convert them to BAM.A at minimum cost. Do I need to call my broker (TD Direct Investing) to accomplish this?

Q: I currently own BEP.un as the only stock for Utilities and would like to buy either H or FTS to add to this sector. Which one would be the better choice with BEP.UN ?

Thanks

Q: What are your thoughts on MU results? Buy, Hold or Sell at this point? Is there another company you would recommend as a better pick?

Thanks

Q: Just a comment on having Canadian stocks that pay dividends in U S dollars transferred to a US account. I had done this using RBC Direct with some of the Brookfield companies and found they actually converted the US to Canadian and then back to US (ie two conversions). Needless to say I had to undue the transfer and get the ACB corrected as well as they used the US rate as at the date of transfer to adjust the ACB.

Q: what is your evaluation of HCG?
dividend?
buy hokd sell?

Q: Txs for u recent recommendation of DSG & now has reached $87.42,ATH on Jun 29. Is it time to take profit or can it continue to rise? Txs for u usual great services & views

Q: Good Evening
My broker, when recommending a stock, makes the following declaration at the end, in disclosing possible conflict of interest:

"X Broker and/or an affiliated company is a market maker, or is associated with the specialist that makes a market, in the securities of the subject company".

Can you please explain what the term "market maker" means ?

Thanks

Q: MKSI announced its intention to buy the German chemical company Atotech. What are your thoughts on this move? It is a large acquisition and the initial market reaction does not seem enthusiastic
Many thanks.
Mike

Q: If you where buying ONE company for safety and some income what would it be.?

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Is "communication services" the same as "telecom"?

Q: Happy Canada Day! Your thoughts on Aecon goup? Decent dividend. Is it safe, in your opinion? Can you see them benefitting from Infrastructure spending?
Thanks for all you do!

Q: Now that the deal is done. If one were to hold their shares and wait for the transaction to close when would shares be paid out approximately? Thx

Q: Appointed Nathoo as SVP,Capital markets who was a executive @ GS in his previous job .Nice increase in price afterwards .Any reason for such a move. Please comment .Txs for u usual great services & views

Q: 4:1 stock split coming soon. Will this result in a corresponding share price drop (I think so).
Is the company's strategy to make the share price look more attractive to retail investors after the split?
Is this a good indicator for share price momentum in the near future?

Thanks for your guidance.

Q: Kxs has had a great run the last few days.Any reason?Any more runway? Txs for u usual great services & views

Q: This is a list of the ETF's in my portfolio, (I have omitted the fixed income ETF's that comprise of about 20%).

Do you see any issues with the selection? Any overlap? Perhaps there are better alternatives than the ones chosen.

Thanks for the great service.

Q: If one has a positive long term outlook on agricultural commodities: soft commodities sugar, orange juice, coffee etc., grains and oil seeds, what is the best way to play this trend? Thank you.