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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: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh
Read Answer Asked by Hugh on January 18, 2022
Q: I would like to add one of the above now, to my TFSA for a long-term foundational hold.
In your view which one or two would you pick for the best long-term upside potential.

Would a concentration of the above name or names in an ETF be a better option?

thanks

Asset allocation not an issue
Read Answer Asked by Henry on January 18, 2022
Q: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.
Read Answer Asked by Dan on January 18, 2022
Q: Hello Peter and Team, a couple questions on Superior.
a. For an investor content to hold this for the 5.6% dividend alone, would you like it here for the long-term - or do you think the share price could drop significantly?
b. If you already owned ENB, FTS, EMA, and AQN, would you see SPB as too much, or unnecessary, overlap?
c. the price chart for SPB in Google Finance is significantly different over 1 and 5 year periods that the charts in 5i. Do you know why? Does the Google chart add back in dividends perhaps?
Read Answer Asked by James on January 18, 2022
Q: Hi Team I have not invested in Bitcoin but I am interested in BITI as a hedge as I see Bitcoin falling off and suspect it may the winner on a race to the bottom. I placed a small order and was flagged that there may be MER charges. So 2 questions. Is an inverse Bitcoin pure speculation or a plausible hedge. Are MER charges on ETF's normal? I would also like your recommendations on hedges that may be soflen a downturn....up to 3 questions now!
Read Answer Asked by Robert on January 18, 2022
Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicated that we had too much Technology, and not enough Utilities. I recently sold XIT, and added more BEP.UN. In the Utilities sector, among our accounts, we own AQN, BEP.UN, and FTS. The Utility weightings are now AQN = 3.65%, BEP.UN = 2.86%, and FTS = 1.49%.

In 5i's answers to questions, I notice that you generally rate BEP.UN higher than AQN.

Recently, John Heinzl wrote in his "Yield Hog" column that he bought more AQN, and gave some good reasons for doing so. I'm now wondering if I did the right thing in adding more BEP.UN, and am asking for some "reassurance".

Finally, I note that PA still shows that we could add more Utilities. I would be doing this in a non-registered account, and am wondering what to add. Please rank AQN, BEPC (better tax advantage than BEP.UN), FTS, and NPI (this would be a new holding).

Thanks in advance for your insight.
Read Answer Asked by Jerry on January 18, 2022