Investment Q&A

Q: Hey Guys,

- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...

- He Already blew through a previous inheritance of over $100k in about 3 years

- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...

- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...

- The listed stocks are the ones I am planning on recommending for him to look at and research...

- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k

-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income

***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...

Thanks

Q: Good Day,
Do you have any recommendations for USD ETF's that follow the S&P 500 Dividend Aristocrats.
Thank you,

Q: I have held Mawer 102 for many years and would appreciate your thoughts on this fund and if you would suggest something International that may do better this the fund. Thank you as always. Barbara

Q: May I have your opinion of MD.TO? With appreciation,
Ed

Q: Hi group in light of the new export rules for LNG exports in the US would you sell ARC (750 shares) and replace it with TOU?(in theory TOU should have much better upside. Your thoughts please

Also should I trim LMN + TOI they are both sitting around 10 % of my portfolio...I recently trimmed BYD with the hope that on a pullback i can buy back all 3...What would be good levels to buy back in ...Thanks for your help

Looking for entry to Industrials, Materials, Health, Financials Consumer staples, Tech, Communications what's your top 2 picks in each sector. Could you please provide short explanation on why you are picking them

Deduct credits as necessary...thanks

Q: Hi guys,

I have both companies a while, costco (6% of portfolio) and atd.b (2.5% of portfolio). Inside "your" balance portfolio would you recommend approximately 4% in both??

Thanks

Jim

Q: Purchased U 189.00 per share, do you see any kind of a rebound or should I , hold or sell and accept the loss

Q: CIBC analysts have suggested one of the reasons they downgraded this name today was potential concern of more and lower restrictions on the maximum interest that company’s like Goeasy can charge.From 35% to 30% for example.How likely do you think this potential/fear could be?

Q: I am having trouble deciding whether to buy Costco or ATD.A. Which in your opinion is the better of the two and why or would you recommend a half position in each? thanks in advance for your insight

Q: Just a comment - thanks! Most of my questions have usually been about when something for me has gone wrong…well this one seems to be working. Honestly, if it weren’t for your positive comments, not only may I never have bought it but I would’ve sold as soon as I had a small profit. The same is true for nvda - another awesome name that you’ve stuck with for years even when things looked downright gloomy! Thanks be to 5i.

Q: I m wondering if 5iii could moderate these wordy & "extremely wasteful reads" of the above ! Perhaps a cap of 250 characters, a triple credit 5iii redemption OR the member could simply just attach a weblink of these useless institutional essays....... complete waste of memory cache, screen space and the moderators time to review !

Q: Softchoice has been somewhat rangebound over the past year. I bought near the bottom of that range in mid-December with the expectation of selling. Now I'm wondering if I should hold. The P/E is modest and the div is not bad but I don't know much about what is happening under the hood. Best guess - hold or sell?

Q: It has continued to drop in price since the last question in late Novenmber. Do you think that was just negative momentum or is there something wrong here?

Thanks,

Q: hey guys happy new year i was wondering if i could get some info on the transactions today td was not really very clear and if you feel it is a positive for them thanks as always

Q: Thinking about getting some exposure to KMI. How would you compare Kinder Morgan with Enbridge or Pembina Pipeline in term of risk and capital appreciation potential on a 3 to 5 years period?

Thank you!

Q: Hi Guys

It seems during the last year that the Mag7 have really had their time in the sun. I am wondering if there might be some rotation out of these names. Wondering where you thought the best returns would be over the next few years in a S&P 500 type ETF:

1) XSP - iShares Core S&P 500 Index ETF
2) An Equal Weight S&P 500 Index like Invesco S&P 500 Equal Weight Index ETF, 3) or or something like the Vanguard Dividend Appreciation ETF.

What ETF would you think would do the best

Thanks

Stuart

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: Portfolio Analytics indicates that, across all accounts, we are significantly underweight in the Basic Materials sector. The stocks and ETF noted above are the only holdings in this sector. (CGL.C is quite a small holding.)

Please suggest at least five additional Canadian stocks in this sector to improve diversification, include a reasonable entry point, and rank them in order of what to purchase first.

Thanks

Q: What AI stock (s) would you consider investing in at this time Which one would be your number 1 pick ?.

Q: What is your view on ACLS. Stock really lagged the sector in 2023. Do you see any catalyst near term?