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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: Where do you see the greatest value in the market these days? Cdn Banks always seem like a go to when in doubt, ZWU also seems reasonably priced. Any thoughts on ETF's or specific companies that are positioned well? Thanks as usual.
Read Answer Asked by Curtis on July 19, 2021
Q: I would like to invest using only 4 ETFs. One for short bonds, one for all Canadian stocks, one for emerging markets, one for the whole US market, and one for the developed world (as wide as possible) excluding Canada and the US.

Which ETFs should I use?

Thanks
Read Answer Asked by Federico on July 19, 2021
Q: Any good stocks to get on this drop ( Delta variant scare ).

If I had to choose one cruise out of CCL, RCL and NCLH, which one would you choose ?

Any one airline stock ?

Or any other high risk-high gain opportunity ?
Read Answer Asked by HARRY on July 19, 2021
Q: Acuityads is down for the last 9 days (it seems the highest number of down days). Any news that will justify the relentless sale?
Read Answer Asked by Marios on July 19, 2021
Q: ENERGY:
I sold most of my energy holdings a while ago, the last one being SU: Suncor just before the price of oil started to increase.
I now only hold ENB: Enbridge at 2.4% of overall RRIF portfolios.

Is it a bit too late to think about increasing my holdings in this sector?

I'm a buy and hold investor and rarely seem to act in time to take advantage of sectors coming in to and going out of favour. Maybe you could consider giving we laggards a heads up when you start to notice that this "in and out of favour" starts to happen?

Thanks for your ideas.
Read Answer Asked by John on July 19, 2021
Q: POAHY:US is the symbol in NY for Porsche Auto in Germany (it’s an unsponsored ADR and is not in your data base) . This business is held in the EWG (Germany) ETF. In addition to holding a modest amount in EWG, I also have a tiny position in POAHY. I thought of topping up after reading some near-rave reviews in Barrons on July 6, 2021. Barrons also listed it as a PICK in its "Picks and Pans" on 6 July. I would appreciate very much if you would please care to comment on Porsche Auto Company.

POAHY pays a healthy dividend (4.85%). More troubling than the high dividend is that it does appear to be seriously under-valued. Is it a value trap, you think? And do UNSPONSORED ADRs carry more risk? Thank you.
Read Answer Asked by Adam on July 19, 2021
Q: Hey 5i:If you were to issue an update report for AFNwould it change much from previous one? I am currently down 25%.Average down hold or sell?Any better stock to recoup in a shorter time frame than you foresee for AFN? Tks.Larry
Read Answer Asked by Larry on July 19, 2021
Q: This question is about first things first. I would like to add to ATZ which I'm underweight but am already overweight Consumer Discretionary. At the same time, I am underweight Health Care and could add to this sector. Now for the lead up to the question - If the first principle is tp focus on the portfolio, then I should go with the health care stock rather than ATZ. Is that right?!.....What a quandary, eh?!......Tom
Read Answer Asked by Tom on July 19, 2021
Q: Hi 5i
I bought POW at $24 about a year ago so have made over 70% with divs. I am tempted to sell it near all time high to buy MFC about 15% off 52 week high. Yields are the same, MFC has lower PE (9 vs 11) and lower PEGY. (Also own SLF which I will continue to hold long term). Thoughts?
Greg
Read Answer Asked by Greg on July 19, 2021
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