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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 group i am holding 30% in cash ($200,000). When should i start putting these $ to work?. I own several of the following companies + some i am looking to repurchase after selling in July to cover loses, in what order and at what price should i start to buy.

TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY


Thanks for your help and guidance deduct credits as you see fit
Read Answer Asked by Terence on August 31, 2022
Q: I have held MA stock for 18 months now, it's barely gone up at all and it looks like growth is stalled. Is this worth holding over QQQ or VOO?
Read Answer Asked by Brucey on August 26, 2022
Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Read Answer Asked by Keith on August 02, 2022
Q: What specific ETFs suggestions would make a diversified portfolio
Read Answer Asked by Nick on August 02, 2022
Q: Hi group what's the best way to play the chip manufacturing industry (in the US) after yesterday announcement by the US govt to pour money at the lack of chips being produced in the US Also thinking to starting a position in QQQ what's your thoughts nibble or dive in
Read Answer Asked by Terence on August 02, 2022
Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??

Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023

Your crystal ball will be better than mine.

Thanks,

Jim
Read Answer Asked by Jim on July 21, 2022
Q: SPY is down over 20%QQQis down over 30% ytd.BAM is down over 25% ytdMSFT is down over 25% ytd.Do you think now is appropriate to enter into any of these names…and if so how would you rank each one to enter?Kim
Read Answer Asked by Kim on June 16, 2022
Q: These stocks are in my portfolio and are way down from my cost. Are these worth holding, adding more or to sell and move on.

As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
Read Answer Asked by satish on June 10, 2022
Q: Assuming we’re nearing a bottom for big tech, which of these two would be best for a broad play on big tech recovery and growth? What are the major differences between them other than a slightly higher yield on VGT? Thx
Read Answer Asked by Tony on June 03, 2022
Q: I'd like to buy tech now as I feel prices are stabilizing, but don't have enough US cash to buy balanced number of individual names. Is there an ETF you would recommend that has the larger US tech names that I can buy?
Read Answer Asked by Carla on June 01, 2022
Q: Could u rank your preference in putting the above in TFSA account, from most prefer to least prefer, over a 5 year horizon, or any other choice you would add. Thank you
Read Answer Asked by DAVID on May 24, 2022
Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
Read Answer Asked by Graeme on May 20, 2022
Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks
Read Answer Asked by Ernest on May 13, 2022
Q: What ETFs/mutual funds ( not limited to Canadian equities ) would you recommend for a young couple (in their early 30s) for their TFSA. It will be for a long term hold. If more than 1 ETF is advised, what percentage in each ETF. Thank you
Read Answer Asked by Teresa on April 22, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
Q: My son (30) has some money and wants to put it in your small cap growth model. He wants to include a number of ETF's to have some other exposure. He would put 30% of his money in the small caps and 70% in ETF's. Here is the list of ETF's he is considering, but is worried it is too many. Can you please help with the ETF list as he is concerned that he has too many. Please take as many credits as needed. Thanks.

XIC 15%
XIU 15%
CDZ 5%
QQQ 10%
IWR 7%
DIA 10%
SPY 10%
SDY 5%
VTI 8%
IDV 5%
VXUS 5%
VEE 5%

Read Answer Asked by Gregory on March 18, 2022