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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: I am thinking of reducing these 3 techs by 50%, then re-buying in November. Reason: rapid gains over the summer likely at risk due to traditional volatility in September. Maybe even do the same with MG until chip shortage gets sorted. Does this tactic make sense? If so, are there other obvious stocks you would include?
Read Answer Asked by John on August 27, 2021
Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.

Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.

Thanks.

Joe
Read Answer Asked by Joe on August 27, 2021
Q: Hello,
I am trying to understand "hidden? value" from your viewpoint vs out of favor with the market.
REAL.to has lost close to 60% of it's value in the past year while many other assets have been rocketing up creating a massive opportunity cost for holding it(with no dividend). A month ago REAL was #10 in your top 10 in response to a questioner.
In the case of GUD, it seems the reputation of JG creates the expectation of an encore performance and periodic insider buys, and micro press releases temper the stock price decline from no real news.
Are there any tangible/intangible factors that would compel someone to make a contrarion investment in REAL at this point?

Thank you
Read Answer Asked by Delbert on August 27, 2021
Q: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.
Read Answer Asked by Yves on August 27, 2021
Q: Was up 30% on MG. Purchased at $84.50. Stayed too long at the party. I still like it longer term. I like the fundamentals. Do you if so why?
I hesitate to average up here. You have better insight on MG than I do. Also in my experience over the years September/ October are notorious months for market drop, I have 10% in cash for purchases just in case. It’s a large well diversified portfolio. Cyclicals make me nervous here.
Roy
Read Answer Asked by Roy on August 27, 2021
Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad
Read Answer Asked by Bradley on August 27, 2021
Q: Could you please some insights into the relationship between the number of analysts covering a company and the number of institutions holding that investment? For example, I was surprised to hear that TOI only has one analyst, while Yahoo shows 109 institutions holding shares. Is this simply because they were "given" shares from CSU? If that wasn't the case, how many institutions would you expect to be holding shares (roughly)? I'm trying to get a sense of what high vs low institutional interest looks like. Thanks
Marc
Read Answer Asked by Marc on August 27, 2021
Q: Hi 5i,

I have both tech stocks and now both have similar price. If I want to invest more for the current moment, which one have better potential for the long term.
Many thanks and please kindly advise.
Read Answer Asked by kwokwai on August 27, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: I currently have a 25% Tech allocation with the following stocks : OTEX, KXS, CSU, LSPD, REAL, TOI and MAGT. I am confortable with a little overweight in Tech since lots of growing quality companies are in the sector.
Reading your answer I understand you also have other favorites within the sector : SHOP, NVEI, DSG, etc..

I feel my list of canadian Tech companies (I don't bother buying US stocks, I just buy VUN...) is well balanced but I'd like to know if you would make any change, addition, substraction? Are SHOP and/or NVEI exceptional enough to consider increasing my overweight in Tech?

Thank you
Read Answer Asked by Julien on August 27, 2021
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