Q: Assuming the price of oil remains relatively strong for the next 1-2 years, please rank these three companies in terms of their upside potential over that period.
Q: I currently have nothing invested in a TFSA and am looking to maxout my contribution limit through the Balanced Portfolio. Are there any companies you would recommend against or ones you prefer more then others.
Q: I've always been a buy and hold type of investor, and I consider my portfolio well-balanced. However I am wondering if there is some merit in moving some investments around, the way large institutional investors do, in times like these. For example would it be ill-advised to move say 20%, or even more, of current tech and growth investment money into the stocks that are more in favour now, such as financials and energy etc. So the idea being to weight the portfolio toward the stocks in favour, rather then just staying the course regardless of what the market does. Thank you.
Q: I have held Telus for the 4 years and overall it has been solid. However, it now appears expensive and slow growing. Interested in your thoughts and if you'd recommend another stock in its place. I have a +10 year horizon in my investment accounts (TFSA, RRSP, RESP).
Q: With the expected increase in electricity needs from the world-wide introduction of electric vehicles, I would like to establish a full position in one or two of the above renewable power companies. Would you please rank them in terms of current valuation, debt, revenue growth and dividend growth. Which would be your overall preference for a 5-10 year hold? If you have another recommendation, what would it be?
That you for all the assistance you provide the DIY investor.
Having sold my US tech before the pandemic (???) and Canadian tech 2 months ago (???) I am considering jumping into the Canadian tech space again. Would please advise me on your 3 favourites and rational for each. Potential growth and "safety" long term are key considerations. Thank you for always great direction.
Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.
Q: I really like AER and the (near) monopoly that they hold in their space. With interest rates set to rise though, do you see this negatively affecting their balance sheet and thus stock performance over the next 5 years? Thank you
Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.
Q: Following up to your answer to Michael this morning, EQRR appears to have a total asset value of only about US$11 million. Is that a concern?
Thank you.
Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)