Investment Q&A

Q: I'm looking for a couple of small and mid cap companies to invest in. I'm 52 years with not much in my RRSP. I need growth so I'll have to take on some higher risk. I only have one stock at the moment which is Photon Control.

Thanks Steve

Q: now that it is over 11% of growt port when do you reduce

Q: How bad were its earning report?

Q: Between the two which would you purchase today for pure growth? Would you consider one safer than the other?

Q: Considering all metrics,debt,growth etc. Which would you consider a better hold for 1 to 2 years? Thank you.

Q: What is your favorite ETF for India?

Q: Thank you for your article on Canadian stocks that pay US dividends. A substantial portion of my investments are in US dollar stocks and a US money market fund. Would ZUS.u provide a good alternative to a portion of the money market fund. It pays over 3% but it does seem very large and is relatively new. Can you suggest any other US$ fixed income alternatives?

Q: Hello 5i, I currently own the BMO Monthly Income Fund (25% of porfolio) and some xtr(2%). I wish to liquidate the fund and get another etf or 2 to replace it and am considering the above dividend etfs. I would like the best of both worlds high yield/low fees and some growth with low volatility Which of the 4 would you consider adding to my xtr etf and why? Should I also increase my xtr holding. I have some GIC and am trying to be on the conservative side with this account but do hold some reits and utility etfs.
Thanks

Q: Can you please give your opinion on why this stock has performed so poorl lately and is it worth a 5% position in a dividend income account style over say, a five year hold..? many thanks

Q: I recently took profit in my TSFA US holdings. Which 2-3 US companies would be your recommendation?

Q: US dividends - not a question.
The Canadian stocks above also pay US dividends.

Q: After the announcement of Alberta production curbs I increased my holdings from 2.5% to 4,5% and because of its outperformance I am now over 5% and am going to reduce my holdings. I am thinking of going down to 4% as I see improving metrics with the company. It is my only oil and gas producer in a balanced portfolio which is less than 20% of total holdings but managed on a standalone basis. What are your thoughts on a 4% holding. Thanks

Q: I currently own MX and under water. Would it be ok to buy more to bring it up to a 3.5% weight?
Thanks

Q: Google is a frustrating stock, although I think it is under-rated and continue to have faith in it. But just when it reaches a new high, it pulls back again. Slow and steady seems to be the name of the game with this one. This sell-off seems overdone to me. The miss mostly due to the fine so why would anyone sell? Your thoughts on earnings?

Q: CPX is taking quite a beating today. Were the earnings quite that bad?

Q: What are your thoughts on emerging markets. In the last two weeks I’ve read: Money Sense (John De Goey) that investors should own 10-15% of their portfolio in emerging markets; and Morningstar (John Rekenthaler) that emerging markets are a bust and not worth diversification. Why such opposing views? Are they biased opinions?

Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.

I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks

Q: Earnings call coming May 8th., what are the expectations and do you think they will meet them. What do you think of this company and their recent purchase of Sanmark BV. and do you think any of the big pot stocks might show some interest in an investment for the CBD craze.
Thanks as always
Gary

Q: Have been watching this one for awhile now and would appreciate your analysis for dividend safety and growth prospects in the next 12 months.
Will the last find of their 1700 carat diamond propel some tailwinds and do you think their upcoming report will be positive or negative.
Is it worth buying or should I wait to see results and earnings call.
Thanks Gary

Q: if you wanted to increase the weight in each of three stock SJ,SIS, KXS which would you top first, second and third?
Thanks