Investment Q&A

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: Interactive Brokers has a program called "Stock Yield Enhancement Program". I do not see this being offered by all brokers. Assuming the criteria is met to participate in the program, why wouldn't everyone be doing this - what would be the major risk participating in the program?

Q: Hi Peter and Team! I always look forward to your articles in the National Post. Because of the uncertainty in the world, investing in banks and utilities seems the safe way to go, but I agree that there will a future period ( hopefully soon) that growth stocks will be favoured again. In reference to your article, could you list five growth stocks and five small caps that are poised to provide good returns ? Cheers, Tamara

Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal

Q: Historically, how important has investing outside of North America been for portfolio performance? Could one do just as well or better by ignoring international markets?

Thanks.

Q: Hi 5i team.
about 5 weeks ago sold AEM and FNV for tax loss and bought ABX as a proxy.
Have a 2-3 % weighting in gold.
For a conservative retiree, would you suggest to sell ABX (small gain which is good) and go back to AEM and FNV for longer term holds?
Thank you.

Q: Hi 5i team.
about 6 weeks ago sold AQN for a tax loss and increased position in FTS and bought some BEPC on top of BEP.UN as I am thinking of switching to BEPC to make life less complicated tax wise.
Problem (and a good one to have) is that I have a large capital gain in BEP.un.

Utilities portions as total of all portfolio.
BEP.UN is about 2%
BEPC about 1%
Fortis about 2%
Polaris about 1%

Question is what to sell or reduce to add in AQN back at about 2%?
Would you suggest a different mix?
I like the dividends and am OK w slow to moderate growth - retiree and looking at conservative ongoing investment. (I like all of these stocks.)

I am willing to pay some taxes as I worry about the capital gains tax rate rising at some point under our current government.
Subtract as many questions as needed.
Thank you.

Q: I have been a multi year holder of CLF and CBO in my Non Reg account and I would like to take the loss, and find two comparable etfs for my fixed income portion of my portfolio. Suggestions please.

Q: What one to select?...that is the question for me. GOOG is trading at 20.6 x earnings and AMT at 43.1 x earnings. Wow what a difference in this metric.....Guess I go with GOOG, right?!......(Even thought keen to add to AMT)
Then there is PLC...keen to top up, like overweight as some investors are bailing out, while future revenue growth is expected to be strong for the rest of this year and 2023. PLC is now trading at 27.4 times earnings. Time to add, right?!...........Tom

Q: I currently own ENB and considering buying more or initiating a new position in CNQ. Would you have a suggestion to which you prefer?

thanks

Q: I'm keen to add to the above US stock positions.
With that in mind, what would be a good entry dollar price for each of these stocks? And do you have a preference which to enter first to last?
This list of stocks is numerous. Please deduct the credits as you see fit..........Tom

Q: With limited delivery of Plant 2's production because of roadwork upgrades, is this a buying opportunity or something to stay away from for awhile.
Thanks
Craig

Q: It appears that the acquisition of Link is going to happen. Is this going to be a catalyst for the stock? Investors don't seem to be convinced of the benefits of the deal since the stock after a jump Thursday is somewhat flat Friday.
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?

Q: Hello 5i Team
Toi stock has been declining even
when the market is up such as today, is there any news
about the company?
Thanks

Q: Thoughts on the quarter and going forward for the business and valuation - thanks

Q: NWC: Is now a good time to step in and buy?

Are there any longterm concerns?

How does today's valuation compare to its historic metrics ?

Q: I would be interested in any otherwise financially solid instrument with a generous yield that could benefit from rising interest rates. How do TSLX and NMFC stack up? Do you have alternatives?

Q: Could you please give your take on the leadership changes at SHOP. Thanks

Q: Please comment on 2nd q results. Even if one subtracts the 1.3 million one time gain, this stock seems awfully cheap. Margins are getting better because of their recently implemented automation line.

Q: I have held ULTA for some time and is up nicely. It hit a new yearly high on Tuesday, I am considering selling half and adding to AAPL/AMZN/GOOG/MSFT. I feel confident that when the market turns these 4 will do well. I am not so confident about ULTA. Could I please have your thoughts? Would you sell all/half/none? If you agree, in what order would you add to the others?