Investment Q&A

Q: The BE portfolio seems to have around 14% in these three related stocks. Can you please comment on why you are comfortable not seeing these as an overly concentrated bet for a balanced portfolio?

Thanks

Q: Thank you for the great explanation on bitcoin and the upcoming halving a few days ago. I have owned a few bitcoin mining companies for sometime, definitely been going up and down over the years but recently they have gone below 30%. Would I be better off selling the mining companies and putting my money into the bitcoin ETFs?

Q: I've held JNJ for over 15 years based on my belief in the quality of their management. I'm feeling my trust may now be overly 'generous' and it may be time to move on, particularly now that the steadiness of consumer products is gone. I'm considering VRTX or another suggestion you could offer. I have full positions in TMO, SYK and UNH, highlighting my preference for quality.

Q: I listened to positivitilending on MoneyShow Canada yesterday and seems that it would be a good diversifier for my portfolio. What do you know about micro lending? Is this a legitimate company? What are your thoughts?

Q: I’m an income investor. Basically I live off my dividend stream without the need to touch capital. In this approach, periodically I look for opportunities to bump up my income stream. I see that PPL is pretty close to its highs and that it only raised its dividend marginally last year. This is the sort of situation where I consider perhaps a switch to something paying a higher dividend with a potential of higher stock price appreciation over a longer period of time. I’m thinking of moving into some combination of BNS, ENB, maybe even BCE. what do you think??

Q: Hi

Looking at my 96 year mother's Investment accounts, when she passes away, the estate is going to get nailed with this new capital gains tax. My mother is a buy hold type of investor having some stocks for 30 plus years.

Then you add cottages into the mix look out scout the estate is going to get nailed. Am I correct?

If the so called generation that was to receive a vast fortune with this new rule will be getting a lot less is this correct?.

In my case I am 68 have 1.5 million in a RRSP's and 2 million in cash. I receive 4 indexed pensions and have zero debt

Would it be wise in my situation (and others in this situation) to start withdrawing form my RRSP and setting up accounts for my children. Also start selling my mother's stocks that are up 300%, before this new budget become law.

Your comments and possible suggestions would be greatly appreciate.

Thanking you

Mike

Q: Gold and silver stocks have not moved with the same velocity as the commodity itself and now appear to offer some of the best value in market. Given the current situation can you recommend 3 or 4 gold or silver stocks that have an operating mine, in a safe jurisdiction and have reasonable "all in sustaining costs" AISC

Q: I have held ARM since the beginning of the year. For the last month it has fallen 20%. I decided that I would add another half position to it on 04-17. Once the market opened it was in the $122 area and slightly moved up and then pulled back and I bought it for $122. Over the next hour I watched it fall to $109. Should I have got out of it once it started to fall fairly rapidly as opposed to sitting there and watching it fall? Thanks again for your professional knowledge.

Q: First time PRIF account holder here ( 59 years old, retired 11 years ago, took control of my company pension, created a LIRA account, and with 5i's help have enjoyed a multi bagger). Cant say how valuable the knowledge I've learned being a member here has been, thank you folks very much! Of course being in a registered account my gains have been tax free, now setting up a monthly income stream I'm subject to the with holding tax. Dont mind paying my share of taxes, but curious if there are any strategies to lessen that burden?

Q: Japan is showing some recent economic recovery. What are the factors responsible for that and is it sustainable? If yes than is it a good idea to add some exposure via an ETF?

Q: Hi team, what do you make of the big drop and then the nice recovery since the merger was announced.
Could that price action be based on some manipulation angle?
Do you see the KRR stock price going above $5.90 ? Also, do you see other bidders entering?
Thanks
Rob

Q: Hello Team,

How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?

What is a good entry for each? Thank you!

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: What is your current view of Timbercreek Financial? Is it worth holding for income? It trend is not comforting. Thanks. cheers

Q: Can you please rank the above stocks in which you would purchase today? Thank you

Q: After today’s big drop. Would you be a buyer? What do you think the outlook looks like going forward?

Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).

Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.

Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!

1. WELL to VHI
2. SLF to IFC
3. GSY to PRL

Q: COULD YOU COMMENT ON LAC"S LATEST NEWS. DOES THE NEWS WARRANT SUCH A SUBSTANTIAL DROP IN VALUE. THANKS

Q: NIce bounce today.

Why?

Thanks

Sheldon

Q: Regarding your comment in an earlier answer: "We expect market volatility in November. ".... Why?