Investment Q&A

Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Q: What’s going on with MDA?

Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx

Q: I need to add more global allocations to my portfolio. Can you suggest three Canadian and three U.S. ETFs?

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: Retired, dividend-income investor. I am a little short on Industrials and am looking for a few ideas for me to do further research. I have a full position on WSP (trimmed it multiple times, having bought it at $36 in 2014). I also own CDZ, ZLB, ZWC, each having roughly 10% industrials.

Some initial ideas I have include CNR, TFII, and other stock and ETF ideas from you. I would prefer that you screen for having a dividend (>2%-?).

Thanks for your help....Steve

Q: Is this a buy on the pullback or time to exit?

Thank you!

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Q: Would you consider this an interesting way to participate in India's growth? If so, at what price would you start accumulating? Thanks

Q: Hated BEPC for so long as I was down for many years after buying during the big hype for renewables when Biden was elected. Now, kicking myself for not buying more at the lows. My question is whether this has now run too high. Is there still a place for traditional oil and gas/nat gas in one's portfolio or for a young person (20's) should these be replaced with BEPC? Thoughts and buy price, please. Thank you!

Q: Hi,
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?

Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!

Q: Thank you for your time.

I have some money to invest in my TFSA.
Should I be looking at an ETF in the Nasdaq 100, the Russel 2000 , an International or emerging market for potential upside?
Could you please supply a few suggestions.
I am in my 70s and this money will be left to my children.

Dave

Q: HI group i own the above stocks in the energy sector. Unfortunately some of them are lagers > Particularly NRGI ( down 23% have owned since inception???what gives Erik) Also worried about ARX ( Presently )up 36% but dropping rapidly in the last 6 months TOU ( breaking even but worried about performance as of late

ENB + FTS seem to me hanging in there So my question is what changes should i make while the sector is down and out. What should i do sell NRGI and buy TOU OR? (you suggestion please also should i keep or buy something else in the sector another thought is to ARX sell to buy TOU or ALT

Lastly the great AWAKING OF NATURAL GAS APPEARS TO ME TO BE STALLED YOUR COMMENTS AND SUGGESTION ON WHERE THE PRICE OF NATURAL GAS IN GENERAL IS GOING STALLED AND WHAT I SHOILD DO WITH MY ENERGY PORTFOLIO PLEASE thanks FOR YOUR HELP

Q: Hi Peter,
I have CAR.UN in my RRSP account for a number of years. It has performed poorly for the past year, though interest rate is heading downward which should be good for REITs. What are the reasons, apart from immigration restriction, for the negative momentum for CAR.UN? I’ve a 13% loss on this stock and I am thinking of selling it with no tax loss benefit and buy another REIT. Please suggest a few REITs that will provide a stable dividend and flourish in this economy. I’m thinking NWH.UN can be one possibility but it is at a year high. I already owned DIR.UN, BEI.UN and PLZ.UN. Thanks.

Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?

Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.

Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Q: In your answer to Paul F’s question it sounds like GLXY has many parts. If so, is their future success likely to be constrained due to being “ jack of all trades, master of none”? Or are they strong enough in all the areas you mentioned to provide the leverage to be a likely BIG player in the near and long term?