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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: I am trying to maximize income In my LIRA before I convert it to a LIF. I hold a good weighting of ZEB from several years back when I was a novice investor. Now I am looking to shed the MER by going with the individual financial stocks. Would you please rank the above financials and others you think are worthy for a hold and forget steady income stream?


Thank you


Steve
Read Answer Asked by Stephen on March 15, 2021
Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks
Read Answer Asked by Peter on March 15, 2021
Q: Our portfolio is (currently) considerably light in Materials. Considering the current economic cycle, how comfortable are you with putting more into this segment now, and to what percent of an otherwise balanced portfolio? Which companies would you consider must-haves in this segment?
Read Answer Asked by Stan on March 15, 2021
Q: Hello Peter,
Can you help me choose between the two for an industrial sector addition? Both are hitting 52 week highs and am wondering if I should wait to see if they revert to the mean along moving averages.
Thanks in advance for your recommendation
Regards
Rajiv
Read Answer Asked by Rajiv on March 15, 2021
Q: Hi : I recently sold my TD shares, I do not think there is anything wrong with TD, but I noticed that some stocks like TD are above the value they had before the pandemics hit. Noticed that beta for TD is 0.86. It is hard to believe that the economy is in better shape today than before the pandemics. I see quite a number of empty stores at my local mall. BCE has a beta of 0.31 with a good yield and a low price/cash flow ratio. Would you agree that BCE is safer than TD if the market has a correction ?, I am retired and safety and income are more important than growth . I have no exposure to telecoms now, and still some small exposure to banks through BNS. If BCE is not super safe , could you suggest another one ?
Read Answer Asked by Alejandro (Alex) on March 15, 2021
Q: please provide me your best 4 income plays in both
Canada and USA, thanks, retired seniors mid 70's.
Read Answer Asked by Peter on March 15, 2021
Q: Hi Guys
In a hypothetical $1 million portfolio, approximately how many different stocks or ETFs should be owned? Would a position represent 2% of the portfolio? Any comments on a portfolio's composition would be greatly appreciated.
Thanks
Read Answer Asked by David on March 15, 2021
Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.
Read Answer Asked by Robert on March 15, 2021
Q: Hot tubs seem to be back ordered 5 to 8 months. Is there a company you could suggest for this theme? Is it too late to get in?
Read Answer Asked by Steven on March 15, 2021
Q: The company has made a series of US acquisitions in the past 2 years which have attracted the attention of US investment community and it now lists on the NYSE. Comparable companies in the US trade at p/es of 20 while CI trades at under 7. I realize that p/e is only one measure of value but I would think that if the acquisitions prove successful then the company's shares may be re-rated to a higher multiple. In the meantime it pays a dividend of just under 4%.
Read Answer Asked by Murray on March 15, 2021
Q: Hi 5i,

BUZZ [VanEck Vectors Social Sentiment ETF] invests in stocks of USA AI-selected stocks with the most positive sentiment from online sources (i.e. social media, news articles, blog posts, etc.) -my summary. ~ 5-Year Performance: S&P500: +95%, NASDAQ: +182%, BUZZTZ: +234% -my calculation.

This makes me pause; recent article are doubtful this performance can continue; what are your thoughts? Thx.
Read Answer Asked by Paul on March 15, 2021
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