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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: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.
Read Answer Asked by Trevor on October 18, 2024
Q: I heard NVDA have invested in below 5 stocks
ARM, NNOX, RXRX, SOUN & TSPH.

Can you please confirm if they really have and would you consider as a buy and why.

If yes in which order would you purchase.

Please deduct credit as required

Thanks for your great service
Read Answer Asked by Hector on October 18, 2024
Q: The Macro Market Models are very interesting. I think I missed the explanation on the "Sector, Size, and Style Rotation" tables which give percentages for each signal i.e., Trim, Hold/Tactical Buy, Buy and Strong Buy". What are these percentages relative to? Thanks.
Read Answer Asked by Danny-boy on October 18, 2024
Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?

Greg
Read Answer Asked by Greg on October 18, 2024
Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?
Read Answer Asked by Jeffrey on October 18, 2024
Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian
Read Answer Asked by Brian on October 18, 2024
Q: I have been fortunate enough to retire before my husband and we live off of his salary. Currently I have over $1M in Registered trading accounts. In this scenario, is it typically better for a person to start taking money out of their RRSP when they have no income, and then move these funds to an unregistered trading account to grow, or is it better to leave this money in a registered account, take a large tax hit later, and let it grow sheltered until needed? As always, your comments are very much appreciated.
Read Answer Asked by Barbara on October 18, 2024
Q: With respect to a plan to sell ENGH, a recent question said “ Recently Ceo left,and in my humble opinion,the whole Board should be gone too.” In fact it was the president Vince Mifsud who left and the CEO Steve Sadler is still there. Personally, I am adding to my position in ENGH as it is hard to find asset-light businesses with no debt, lots of cash and generating more each quarter, paying a 3.33% yield and with a 15% return on invested capital. IMHO investors should focus on owning quality businesses and trust management to prudently grow the business. Who knows why Mifsud left? I trust Mr. Sadler to wisely invest the surplus cash as opportunities arise.
Read Answer Asked by David on October 18, 2024
Q: Thought "ATZ"'s last quarter reported a beat in both revenue and earnings, but the stock reacted poorly, just keeps dropping, don’t know why. Could you please use your magic lens to look at it and diagnose the problem ?

If I have cash to initiate a new buy, which one would you suggest for a long term holding? Thanks
Read Answer Asked by Lin on October 18, 2024
Q: A few days ago Caisse stated it will support Atd in acquisition of 7&I. Aritsan,a major shareholder of 7&I encouraged negotiations with Atd instead of reorganization. This resulted in Atd's rise of $1.20. It appears that the Japanese Gov't will block a take over,however it may allow sale of the N.American stores. Atd has dropped quite sharply since initial offer.In view of foregoing,is it timely to buy/add Atd.What is a good entry price? Txs for u usual great services & views
Read Answer Asked by Peter on October 18, 2024
Q: Hello 5i team! I think I saw something like this a couple months ago, but if we talk about the Constellation team, what would your ranking of these three stocks be today, please? Thank you.
Read Answer Asked by David on October 18, 2024
Q: Hello,
Uber and CRWD have grown nicely to reach levels of 10%+ in my portfolio. I know that you cannot personalize but so my question is whether a prudent move with companies like these are to let them run completely or pare down to a comfortable number. If lightening is preferred, what would be optimal? If one or the other is safer to keep at a high % please feel free to answer separately for each.
Read Answer Asked by Tim on October 18, 2024
Q: The last few days Prl hit new high after new high and then retreated same day. Today Nvda hit intra day ATH of $140.89,then dropped back to close at $ 136.58 & the other day reached $139.60(close to $140+high) before retreated. Please advise the meaning of above 2 actions.Txs for U usual great views & services
Read Answer Asked by Peter on October 18, 2024
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