Investment Q&A

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: Good morning Team. Loving the website uptake. Managing along with my 3 adult kids (18,21,24) their TFSA. They have done very well with above. Recently sold OTEX and KXS which 2 older ones have held for 3-4 years. Advice should they consider
1. adding 2 new Canadian growth stocks or
2. should they add to five remaining ones

Realize very tech heavy but their time Horizon is long. Any advice would be much appreciated. Thanks. Chris

Q: Can you please provide three names in the energy sector that have decent balance sheets and are highly levered to rising oil prices.

Aslo the same regarding ag companies levered to rising agricultural prices.

Thank you

Q: Given the current circumstances, would you, in an otherwise staid pipeline, bank, insurance company and MAW104-dominated portfolio put up to 5% in one of/a combination of these 3 stocks? How would you rank them, if so?

Q: Concerns me when a position reports good numbers in a strong market but the stock doesnt react. Recent examples are DOO and TCL.A A guest on BNN mentioned DOO has presold the complete manufacturing run of 2022 Ski Doo's. With this in mind earnings should be stellar this year but going foward the bar is set very high for comparisons. I've trimmed DOO once and still have a 6% weighting after having it more than double since the first purchase. Considering exiting the position altogether. Thoughts on both companies and my theory, thanks.

Q: Tks to 5i gsy is now 9.5% of my portfolio if I lighten up what has been beaten up that could be bought here.

Q: Hi there!

I’ve been watching the forestry stocks closely in particular IFP After a breather and quite a drop along with the lumber prices, they seem to be gaining and on the way back. What do you think are the chances for another big runup, maybe not in Lumber price but momentum in the stocks due to huge free cash flow?

Thanks!

Q: Looking for a couple of nice growth stocks for long term holds in RESPs for my three grandkids. Time horizon would be 10-15 years. A little dividend would be nice too.
Thanks
Jeff

Q: Hi,
Currently both small weightings now in my portfolio because of the decline in stock price. Which do you think has higher growth potential long term? 3-5+ yrs. Looking to reduce XBC and pick up more AT. Or would you hold both equally between a 1-2% weight? I see you just added AT so I'm assuming you have more confidence in this name?

Thanks!

Q: A bit of USD cash to deploy in an unregistered account. Hit for the average with SPY, pick the safer large cap div payers with VIG or growth is the next big thing with IWO. Not a large sum so just topping up one of my 3 USA focused etfs I already hold. Which is the best buy right now, +5 year hold.

Q: I have owned KXS for 5+ and did very well and thinking of selling all of it and buy a full position of TOI for 5 +yrs. your thoughts?
Thanks for the great service.

Q: Which Canadian ETF would be the best S&P 500 to buy for a 5-10 year hold and why? Thank-you very much.

Q: I have full positions (4%) in LSPD and SHOP. I would like to sell one of these positions for portfolio reasons. If you have to choose between between these two stocks, which one would you keep and why would you do that?

thanks for your input.... I find selling stocks to be much harder than buying!

J

Q: Could you please rank in order for long term growth potential? I already hold positions in MGNI & TTD and wondering if it’s worth dropping one in favour of AT.
Thanks

Q: Which of these would you prefer to buy at this time?

Q: I need to increase my material sector weighting. So what Canadian & US growth and value oriented material sector stocks would i5Reseach recommend. Thanks … Cal

Q: After big decline & appears to have bottomed, is this a decent entry point? Txs for u usual great services & views

Q: Good afternoon. If currency were not an issue, which company would you prefer for a new position, Park Lawn or Carriage Services Inc.

Q: This company is delisting from CNX tomorrow and the stock went up over 6% today. Can you explain what this means to me as a shareholder? Much Appreciated! James

Q: If the deal doesn't go through, won't the stock price fall as it only went up to 3.60 because that was the offer price? I've been holding in case more is offered. The vote is really close. Should I just sell?