Investment Q&A

Q: I see on a recent answer you like consumer discretionary, any thoughts on consumer staples and having a position in XLP?

Q: I manage my daughter and her husband's investments. They currently own the above equities (except XST), plus fixed income. I would define them as conservative investors.

Regarding their asset allocation, I am still in the process of building out their portfolio. They are a little light on Consumer Staples. I was trying to find a suitable ETF and came up with XST.

Q#1 = What are your current thoughts on XST? The constituent holdings actually look pretty good. The various rates of return also look good.

Q#2 = Are there other ETFs that I should consider? I couldn't find a BMO version. I have read the past questions on XST and it appears to me that XST is the front runner (compared to VDC and XLP), when looking at past performance.

Thoughts? Agree?
Thanks for your help...much appreciated...Steve

Q: iTrade has notified me that I must apply for a TIN Number from USA if I trade PTB's or own them. Problem is I have no way of identifying if the stock is a PTP or not. The way I read it that would be all US stocks and the site they send me to (https://www.irs.gov/individuals/international-taxpayer-identificaion-numbers-tin) basically says you need to become a US citizen. I run 3 accounts in in USD, Cash, RIIF ant TFSA. Do I have to abandon US investing??

Q: Dream Industrial REIT seems to be doing very well on its own. I am confused and concerned over how it relates to, and is impacted by, the other Dream offerings (Dream Office, Dream Equity etc.). The market didn't like the Secondary Bought Deal Offering (May 16th) and I'm wondering if there are other such risks with DIR.UN being part of the Dream umbrella. Any insights would be much appreciated.

Q: Further to my question of the other day, are there any AI stocks based in Canada?

Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.

Q: Based on the current yield curve, what kinds of maturities should I have for my bond allocation? As the yield curve is currently inverted, and if we expect the yield curve to become normal again, then should I have more short-term bonds to benefit from price increases with short-term yields coming down?

Q: Do you expect better growth from TSU or ATD?

Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris

Q: Which US bank is the better bet: US Bancorp or JP Morgan or do you have another preferred pick?

Q: Do you still feel optimistic about Inmode? I am looking for a smaller healthcare company with a positive upside to fit into my portfolio with ABBV and ISRG. Or is there another company you prefer?

Appreciate your insight.

Paul F.

Q: Is there any particular reason for QCOM’s sudden momentum over the past few weeks. I didn’t think its business was specifically in the AI chips. Just wondering if it’s just rallying with the the general rise in the AI-related space. Thanks

Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)

Q: I have a small holding in Tesla shares and have been buying only when share price drops below $180. I do not intend to allow this holding to go above 3% of portfolio. Given current momentum what price would you now consider a very good entry point?

Thank you,

Mike

Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K

Q: Ayr.a was considered one of the more promising cannabis stocks a few years ago. Share price has been decimated. Any explanation and is there hope for a revival?

Q: Good Day Team 5i: If I needed to raise cash , Which of these would you advise I sell at current prices ? I am a retired income and growth investor.Tellus down 5%, nutriune break even, and Tc energy break even.

Q: You were asked a question on this today comparing to Sprott Physcial. Is it not concerning that the URNM is making lower highs compared to Physical?

Q: please comment on Saputo latest earning report. Many analysts see recovery to fiscal 2025. What is your view on the company? buy, hold or sell? Thank you

Q: Which would be your preference for long-term growth?