Investment Q&A

Q: Hello,
What are the US and Canadian stocks which are looking more attractive due to the tarrif war. I bought TTD and SQ..on the drop. Can you suggest any others. Also can you give your assessment do you think this increased volatility is a temporary phenomenon.Thanks.

Shyam

Q: Peter; With Sonshines announcement re building rental properties in Toronto using CMHC money is this enough of a diversification to make a difference to the mainly retail holdings? And does it make the distribution safer or weaker? Thanks. Rod

Q: I have about $40K in unregistered USD mutual funds and looking to move it into ETFs. Any thoughts on these? Money to be held for a variable amount of time. Possibly 2-7 years.

Q: CLS...."just can't let go" that me....now it is 1.20% of my balanced portfolio with a 49.9% loss...given I've held for so long while it declined but now with "worst" tech news, do I just dump it or is there (hopefully) sunshine on the horizon for CLS?.......Tom

Q: Hi Guys,

Can I please get your opinion of these ETFs.

Thank you !

Dave

Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Q: Comments please regarding the most recent quarter from SWP. Do you recommend for income and some growth? Have we finally got some traction here or is this a continued mediocre performer?

Q: WHAT IS YOUR THOUGTHS ON ECA THANKS

Q: Peter,

What is your opinion of Premium Income Preferred Share ( split share ) PIC.PR.A as an income vehicle? Are the payments taxed as dividends? Are there any other associated fees?

Thanks

Paul

Q: How would you rate prospects of NGT since it took over Goldcorp? Is there something better in this sector you would move to?

Q: Peter and those surrounding - as someone with 25% cash due to recent trimming I'm wondering 1. whether you believe the downside is close to bottom or not 2. whether you would wait for further clarity before redeploying 3. whether you would redeploy the growth names on my buy list first (down more) or stay conservative with more stable lower valuation equities being re-purchased first and 4. any general remarks you might offer at this rather confusing moment in the markets. Thanks as always - Ken

Q: I'm looking at adding these for a recession/defensive type of portfolio.
For a longer term holder, do see any reasons not to buy these ones?
Do you like any one of these more than others?
Thanks as always....

Q: It seems that the Burnaby refinery will be going close to flat out for awhile if gas prices remain at these currently high prices and demand levels.
Would this have a significant effect on their total profitability?

Q: Good Afternoon,
I am a very diversified investor. having stock in almost every sector and not over invested in each sector. In the sector of real estate I am only 5% invested and I am looking to add one stock out the 5 that I have mentioned. I understand that BRE is more of a service company in real estate but it is still class in the real estate sector. Can you recommend me which one of the 5 should I invest in?
Thank You.

Paul

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.

Q: What are your thoughts on SWAV, Shockwave Medical?

Q: Bonjour / Hi ,
I have and own NMX.TO for over a year now and am at (- 76% ) .
Do you see anything within the next 2 years or should I sell and re-invest?
Your suggestion would be appreciated.
Thank you

Alain Houle

Q: Apart from financials and energy, which Cdn income stock has the best growth prospects ? Thanks.

Q: There seems to be some thinking that oil stocks will be rising shortly. If you agree this is a possibility which Oil Stocks would you recommend . Thanks. Ernie

Q: Good day,
What are your thoughts on CPG. My avg price is in the low teens, do you suggest that I buy at these levels to avg down? I have a longer term time horizon ahead of me and can wait this out. Likely missing out on better opportunities by doing so.
Thoughts?