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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: Hi, what do you recommend for a small portfolio (< 15k), start with etf only until have a nice nest or canadian stocks (because TSX etf it is not well diversified) + etf for us stocks? I would like to manage a stocks portfolio but maybe it is an error now due to my portfolio size. I think about VFV (35%) + XQQQ (or VGT) (15%) + VEE (10%) + 40% canadian stocks (no etf).
Read Answer Asked by Clayton on October 30, 2020
Q: Brookfield is oft touted as an iconic must own Canadian equity. Ytd it is running currently at -23% annualized. How do you see this name performing in any possibly positive fashion until we see some light at the end of the Covid pandemic?
Read Answer Asked by Kim on October 30, 2020
Q: Good morning,

With already being up more than 60% YTD does it have room to run and does it depend on policy changes after elections? Looking for a couple of good renewable energy companies with great future potential. Thx

Read Answer Asked by Marco on October 30, 2020
Q: Hi Peter,

Nokia is getting hammered this morning for missing expectations. Do you see this as an opportunity to buy in at this price point or should I steer clear until the new CEO has had more time to make impact? Do you prefer Ericsson in light of their earnings report last week, both, or neither at current prices?

Best,

Curtis
Read Answer Asked by Curtis on October 30, 2020
Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million
Read Answer Asked by Ray on October 30, 2020
Q: I am planning on selling some of my losers for a tax benefit. I plan to repurchase many of them after the 30 day period. What is the best time to sell for tax loss. Early November or late December? and the reasons for

Thank you
Steve
Read Answer Asked by Steve on October 30, 2020
Q: Hi,
Marvell announced today they will take over IPHI. As I hold IPHI, I would welcome you're thoughts on what you feel is the best course of action now. If you were holding this stock, would you continue to do so, or try to cash in on the jump that one might expect after such an announcement? Thanks for all your great advice!
Dawn

Read Answer Asked by Dawn on October 30, 2020
Q: Hello,

Years ago, I used to swing trade Bombardier; recently, I looked up the ticker and was quite surprised to see it at ~$0.30 CND. Well, I am not considering betting the farm, I was wondering if this company is at risk of being delisted or considering a reverse stock split, of which I am not a fan. Or have they received a sweetheart government contract to start producing respirators and vaccines ; ) jk

Seriously though, please advise if you would touch this company with the tip of a ten-foot pole, or stay clear of it like a long term care home in Quebec.

Thanks,
Read Answer Asked by Mark on October 30, 2020
Q: Can you please provide an updated view on FSLY? I have ridden the rollercoaster back to where I started and would like some insight from you in order to help me make a decision to hold or sell. I am growth-focused and therefore not overly concerned with risk, but I don't want to continue holding it without a reasonable shot at recovering the growth it has shown earlier this year. I believe that my portfolio is well diversified, including exposure to other stocks in FLSY's segment. Thanks.
Read Answer Asked by Ben on October 30, 2020
Q: After scanning 5I questions for the best fit for my daughters LIRA which she will not need for 20 years and will not be contributing to it, we settled on VFV,VEE,and VUN. That leaves room for a tech ETF for the remaining. Considering:
XIT.TO but the MER is high at 0.61% vs. TEC.TO which is a TD ETF
product with an MER 0.35%. Are there any others to consider or which
would you choose and why?
Read Answer Asked by Don on October 30, 2020
Q: Good AM I wonder if there is any data / anecdotal background that 5D can provide surrounding tax loss selling? Is there a period, late Nov, early Dec in which the predominate amount of selling has occurred?

I bought SU a month ago and have kicked myself since for not factoring in tax loss selling season.
Read Answer Asked by Stephen on October 30, 2020
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