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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: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.

Thank you
Read Answer Asked by Yves on April 01, 2024
Q: Retiring income investor. Do you have a preference between ZWH and HYLD? HYLD has a significantly higher yield but not sure if I'm missing something as far as risk/stability or fees. Also, would you have a concern holding both VFV for growth as well as HYLD for income?
Read Answer Asked by Samir on April 01, 2024
Q: In your response to Peter this morning you stated that you "think investors can always hedge against the depreciation of US dollars" and you go on to give some examples of how that can be done. Would you consider owning hedged ETFs and CDRs to be another option to hedge against the depreciation of the US dollar? Thank you.
Read Answer Asked by Dennis on April 01, 2024
Q: Hi 5i,
Could you compare and contrast PSI, TVK and NOA, with risk and total return over the next three years being the primary concerns. I'm considering them because I've done well with KEY since buying in 2020 and adding here and there since then, and think it may be time to sell a third of KEY and re-invest the proceeds. Registered account.
Thanks!
Peter
Read Answer Asked by Peter on April 01, 2024
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Read Answer Asked by Ahmed on April 01, 2024
Q: Is there an opportunity to start a position at these levels? Gold has been strong for ~6 months and the share price on Newmont has been very weak considering that. I know they made an acquisition of Newcrest last year, was there an issue with that acquisition or is there something else at play keeping shares weak?

Given the notable monthly and quarterly closing price of gold last week, it seems like Newmont shares have solid potential upside from here. If you aren't keen on NEM, is AEM the preferred alternative or is there another gold miner you like?

Thanks!
Read Answer Asked by Marco on April 01, 2024
Q: Which companies do you think are the most likely candidates to be added to the TSX comp index at the next review (June). They only added 1 last time - MDA, which has a market cap of about $1.7 B. That's what Hammond Power has now, so I'm thinking that one would be a possibility. It trades fewer shares daily than MDA, but more total dollar value of trading per day as the share price is 10 times that of MDA.
Read Answer Asked by Dan on April 01, 2024
Q: Good Evening,

I bought some shares of CM a couple months ago as part of a buy and hold strategy to receive the dividends (expecting the stock price to trade flat or decline) and was surprised to find the stock up 25%. Do you think I should realize the capital gain, hold hoping for a bigger capital gain down the road (couple months maybe) or maintain my original strategy of holding for the dividends? If the recommendation is to sell do you have any recommendations of safe dividend paying stocks to put the money into?

Thank you very much.
Read Answer Asked by Aidan on April 01, 2024
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