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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: PSA


i find it funny that the media fawns over these great companies; gushing over their collective 2023 'huge gains

never mentioning that 5 of 7 haven't even made it back to their 2021 price

so those unlucky enough to have bought at the last euphoria (fall 2021) or almost breaking even

(and yes, i agree these are some fabulous businesses)

good luck





Read Answer Asked by Robert on January 17, 2024
Q: I currently own XHC.

I see that VHT has a lot lower MER. Does it make sense to make a switch?
I assume VHT is more North America while XHC is global?

Also have about 4% in ABBV in an Registered Account with a 52% return. (thank your;)
Would it make sense to cut this down to 2% and add LLY?

LLY has had quite a run the last couple of years and that can be scary. Does LLY have a good runway?

Thanks.
Read Answer Asked by Colin on January 17, 2024
Q: Any idea why CSU and LMN have gone to the moon in the very recent past? I know CSU has a stellar history and story, but really.... Sure CSU fundamentals are great, but it is behaving like NVDA has in the past.
Read Answer Asked by Bob on January 17, 2024
Q: I recently sold BNS to harvest a capital loss with intention of repurchasing it after 30 days. In the meantime, I purchased ZEB while the 30 period passes. Is ZEB considered a "similar" security and therefore, I am unable to claim this loss?
Read Answer Asked by Francisco on January 17, 2024
Q: I have read most of the recent Q&A on CSU, TOI AND LMN. I understand that they operate in different jurisdictions, have like minded management teams and are majority controlled by CSU. What I don’t understand is why the market loves CSU and LMN and doesn’t have that same love forTOI. What am I missing? Also, what is the probability that the recent run up in LMN stock price mimics the early run that TOI had, and then drops back and stays lower for several years.

Thanks

Greg
Read Answer Asked by Greg on January 17, 2024
Q: Can you provide an analysis of this REIT? What are the principal risks associated and is the dividend stable? Would this stock be considered “defensive” in nature? With a 9.7% dividend, is it something an income seeking retiree with a moderate risk tolerance should consider. Are there any less risk alternatives you would suggest?
Read Answer Asked by Donald on January 17, 2024
Q: Good afternoon all;

I have a developing opinion (still sorting it out) that it may be time to increase overseas holdings; I have underrepresented them significantly in the past 5 years. I am particularly looking at the African and SE Asian (ex China) economies. While I understand these may not be questions fully in your wheelhouse, your views would be appreciated.

- Do you concur that, subject to Black Swan events, we could expect overseas economies to outperform Canada in the coming few years?
- What geographic areas would you put focus on?
- Do you have 2 or 3 ETF's that may suit such a strategy? DGS is one that has peaked my curiosity.

Thanks for your assistance as always.
Read Answer Asked by Dave on January 17, 2024
Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.
Read Answer Asked by Barbara on January 17, 2024
Q: Foraco (FAR) was named as a top pick by Jordan Zinberg on Monday on BNN. Wondering what you think of it. Seems to have decent growth on the top and bottom lines, and pretty cheap valuation, although drillers tend not to get really high multiples. Looks like there was some, let's say "odd", trading going on with the stock today in the last 15 minutes as it suddenly dropped about 15% just before the close and a huge trade went through at the reduced price and a bit of a bounce back. Is FAR better than GEO?
Read Answer Asked by Dan on January 17, 2024
Q: TVK appears to have but one analyst - and it is 5i Research. The current share price is $44.51 but your data base shows a Target Price of $6.25 - and that figure has not changed since forever it seems !
I know you are not a fan of Target Prices , but perhaps you might care to speculate upon a likely price in say a year's time ?
Read Answer Asked by Thomas A.J. on January 17, 2024
Q: Looking into your crystal ball, can you please rank the 11 sectors for expected performance between today and end if 2024? No rationale necessary.
Read Answer Asked by Kel on January 16, 2024
Q: Could you tell us what the 2023 total composite return was for the TSX, NASDAQ, DOW and S&P index? Thank you.
Read Answer Asked by jacques on January 16, 2024
Q: I am thinking of dumping Lightspeed in favour of Galaxy, for a bit more punch in the 2024 portfolio. Your thoughts, please. I've held on for so long with LSPD, but my patience is ebbing, and wondering if I'm just hanging on for "sentimental" reasons, and not for good financial sense. Thanks, as always!
Read Answer Asked by Sylvia on January 16, 2024
Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
Read Answer Asked by STANLEY on January 16, 2024
Q: I look after a RESP and have IWO, VGRO, VGG and BN. The weight is 16% for each. Would you be comfortable adding to the ETF'S to a 20% weight or should I buy a ETF like XIC? If you have any suggestions of what I could buy for this account I appreciate your input! It will be 12 years before needed.

Thanks
Read Answer Asked on January 16, 2024
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