Investment Q&A

Q: In your answer to Danny today regarding which themes you felt would dominate the next decade your response included alternative energy, AI, software, and healthcare.
Could you give us two names from each category that you feel have shot at winding up on BNN 2030 list for top ten stocks of the decade? With your great help I managed to own several from the 2010 list! Thanks so much!
Happy new year.
John

Q: I'd like your comments on Stella Jones, including the latest financial results, its outlook for the future and the new management team. Do you maintain the A- rating? Much appreciated.

Q: Hello Peter, I have smallish positions in People and ECN in my TFSA. With this year's TFSA contribution, I'm considering topping up one or both of these positions for long-term holds. Which of these two would you favour? Or, if you favour both equally, would you concur with buying both, or do you think this precious TFSA money should go into some of the other TFSA-type stocks you've suggested recently. Thanks!

Q: My adult son (Canadian citizen/resident) is in his early 30's, has maxed out his RSP and TFSA (he holds high-quality individual securities within these accounts, which have done well over the years), and he is lucky to have a high-paying job in which he has surplus funds (Canadian dollars) that he can invest, within a non-registered account, approx. $20k to $25k per month. The goal is long-term growth, aggressive (80% equities), with the possibility that he may need some of the funds within the next 3-5 years, to join a group practice (capital contribution toward partnership). My advice to him is that he purchase each month among the five following ETFs (% as indicated below), rebalancing as he makes new monthly contributions:
20% VAB = Vanguard Canadian Aggregate Bond Index ETF;
20% ZCN = BMO S&P/TSX Capped Composite Index ETF;
25% VFV = Vanguard S&P 500;
25% TPE = TD International Equity Index ETF;
10% ZEM = BMO MSCI Emerging Markets Index ETF.
What do you think of these 5 particular funds and the overall allocation? For his situation, are there different ETFs you might suggest we look at that would be better-suited for his situation? Thank you.

Q: Considering selling My position in AD at an 8% capital gain plus dividends over the last year. Selling to raise cash for a pullback in the market.
It’s one of the higher risk stocks in the portfolio and it is near the target price of a number of analysis. What do you think? Also taking a serious look at selling into the strength of MMX.
I’ve held it for less than a month, and am up 20%.
The target by cibc is $7.75 with the rise in gold , I know this can change. Also thinking that the rise in gold may already be price into mmx. What does your experience say?

Q: Can you please tell me the upcoming lock-up expiration dates for LSPD and where I can find these dates in the future.

Thank you for the excellent service.

Marcia

Q: What do you think about Algonquin’s growth prospects over the next 5-years?

Q: Hi there,

Just a follow up to my previous question, where do you see the USD going in 2020 against the CAD? In the answer you had provided to me, you had suggested VSP for S&P500 exposure (as opposed to VFV). Does this imply you see the CAD strengthening against the USD in 2020?

Thanks!

Q: when does the lockup expire on lightspeed shares for insiders . dave

Q: I would like to get your thoughts on this ETF as an investment for a RESP.

Q: Greetings,
I really enjoyed the latest ETFMU newsletter and now I'm curious about available concentrated equity ETF products. Anything out there?

Q: For eft’s. v f v and v g g , what are the advantages/disadvantages of holding in a
r r s p , t f s a , or a non registered account?

Thank you for your help,
Michael

Q: Hi Team,
Would you please suggest 2 ETFs traded in C$ that are focused on emerging markets.
Cheers,

Q: All the best 5i for a great stock year. When will my shares of Boyd Group Income Fund be converted to Boyd Group Services? Thanks. Lorraine

Q: XIT: We have a very large portfolio made up in RRSP, TFSA, & Non -Registered Accounts (biggest holdings). My investment style over many , many years has been to buy large cap "dividend growing" stocks which have served us incredibly well. Because technology stocks usually trade a high P.E. multiples, most are not dividend growers; but, most of all, the arena can change on a dime - just look at all the tech stocks that have gone bust over the last 20 years or so. In any case, I was thinking of buying XIT to add to our "dividend growers". I already own a small holding in my USD account of IGM.

Q: Would Metro be a reasonable investment over the next couple of years with a recession a possibility.

Q: When EnCana moves to the USA will it be required to be reported
to CRA under the 1135 rule by shareholders?

2/ Can you explain about Dissenting Canadian Holders.C$8.43 per
pre-consolidation per share.
Is that the way to go?
Explain how too do.
Thank you ralph

Q: Hello 5i,
Now that the cannabis sector has tanked how do you feel about the valuations and growth prospects? Is WEED a favorite still?
Thank you for your insight
Dave

Q: Summit is down about 6% to 7% since the start of December 2019.

Why is it down so much if the occupancy is at record highs and it keeps expanding? The payout ratio isn’t bad either.

Thank-you for your help.

Q: Happy New Year and welcome to a new decade :)
I plan to take this year's TFSA contribution and divide it equally between ARE, REAL & XBC. The goal is growth. Any dire warnings before I proceed? Thank you.