Investment Q&A

Q: I have to preface this by saying I don't feel the need to be invested in a schizophrenic market. And, have a big preference for stocks with positive momentum.
I am currently 50% invested (5% each) and fairly defensive.
I would appreciate some ideas (Canadian and/or U.S.) to help fill out my portfolio while I wait to get a better feel for the coming year.
Your advice, through the years, helped me to retire early and hope you can make suggestions to guide me through this stretch

Q: I see the US infrastructure plan includes $8 billion to establish hydrogen hubs and enhance hydrogen manufacturing. Since I sold XBC, I have no foothold in the hydrogen space. Is this a good time to invest in hydrogen and can you suggest any possible investments in Canada or elsewhere? Thanks for your guidance.

Q: Could I have your opinion on HD please. Would you consider it a buy at today's price, approx. $315? Thanks. Rick

Q: Would you prefer buying GSY or Shopify at current levels and please give some reasons why.

Q: Happy Friday.

Looking for U.S. income for my RRSP.

Considering ABBV and MO.

Your thoughts on these two and 2 -3 additional suggestions would be most appreciated.

Thanks very much.

Q: Canadian banks in general……
Is it time to take some profits? Or are they such a core holding that you would hold?
Perhaps only trim to a comfortable %?

Q: Hi 5i team,
Please rate these 3 from 1-3 as a new buy and a brief explanation .

Thanks,
George

Q: Do you know anything about this company? Debating if I should take a chance. I see they are doing a private placement.

Q: XIT is a capped technology ETF. How often is the ETF holdings rebalanced ? With the recent downfall of SHOP, Yahoo Finance still shows SHOP at 27.7% of XIT but Morningstar at 14.1%. Who is right ? Good day.

Q: Did SVM report their production numbers on Feb 8th. How were they ? Any upside left in shares ? Should we avoid China ? RAK

Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?

Q: Hello,

What are your thoughts on the Canso Corporate Value Fund - Series F as a fixed income option?

Thank you,

Glen

Q: I am considering increasing my investments in pipelines. I am looking at Enbridge but I have noticed over the last 3 weeks a number of analysts on BNN when questioned about Enbridge have indicated that although there is nothing wrong with Enbridge they consider that there at better opportunities in the sector - they seem to talking about Pembina & TC Energy. I would be interested to hear your thoughts. I know that your recent review of Enbridge was B+

Q: Given the current debate between the merits of commodity and tech stocks, just for fun, who do you think wins the following hypothetical stock picking contest? Total return.

"Chip" has picked CSU, KXS, DSG, OTEX, LSPD, TIXT, TOI, NVEI, CTS and TCS. "Rocky" has picked TECK.B, LUN, AEM, CMMC, NTR, CNQ, ARX, TOU, WCP, TVE.

I would like to know your opinion for 1 year from now and for 2 years from now. Who wins and would it be a close or a wide margin?

Q: With all these battery powered Vehicle investments etc going forward, What are your thoughts on elbm ?

Q: Cix has had a significant drop since November and they keep doing acquisitions, could comment as they seem to be low price for purchase-growth ?

Q: Well it seems that market might like at least one of our stocks.

Can we have your comments on the quarter please


Sheldon

Q: Like many people. I'm currently down quite a bit on a lot of growth stocks even though I bought them well below their all-time highs. For example, I'm down 50% on PYPL, 45% on Roku, 35% on Shop.

I have decades before retirement (and I do have a pretty balanced portfolio) so I'm not worried about my investments over the long-term, but it still hurts to see quite a bit of my positions so deep in the red.

I know it's impossible to predict (and it's always possible that some of these growth stocks will never recover), but in your experience how long do you think we could reasonably expect it to take before some of these growth stocks recover?

For example do you think it's reasonable for us to expect it to take 3 years, 5 years, 10 years for the above mentioned stocks (like PYPL, ROKU, SHOP) to recover?

Q: What is your opinion on GENM.TO

Q: Gold seems to be perking up, though perhaps just temporarily due to the current politcal and economic uncertainties. What are your thoughts on the sector? How would you rate FNV and BTO? Are there other companies in the sector you would prefer? Thanks.