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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: Thanks for the recent report on FSV. I am attracted to this name, but could never persuade myself to buy because of valuation. I am hopeful that one day I'll pull the trigger.

However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?
Read Answer Asked by James on March 18, 2022
Q: My question is on gold /silver / precious metals. Starting to look like gold / metals should be a full position in portfolios. (plese comment)

Can you comment on Etfs verses individual stocks +

Please give me some names I am thinking that some physical gold etf like PHYS should be held please comment also a good etf that covers all the metals c/w mix % suggestions. Thanks for your help with this.
Read Answer Asked by Terence on March 18, 2022
Q: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Read Answer Asked by Grant on March 18, 2022
Q: Thanks for your previous answer on the share split in these companies. However, I have one final question. Should I deduct the book value of the spin off shares of pmz.un from the original book value of the HR.un shares to come up with an accurate picture?
Read Answer Asked by Robert on March 18, 2022
Q: My son (30) has some money and wants to put it in your small cap growth model. He wants to include a number of ETF's to have some other exposure. He would put 30% of his money in the small caps and 70% in ETF's. Here is the list of ETF's he is considering, but is worried it is too many. Can you please help with the ETF list as he is concerned that he has too many. Please take as many credits as needed. Thanks.

XIC 15%
XIU 15%
CDZ 5%
QQQ 10%
IWR 7%
DIA 10%
SPY 10%
SDY 5%
VTI 8%
IDV 5%
VXUS 5%
VEE 5%

Read Answer Asked by Gregory on March 18, 2022
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Read Answer Asked by Peter on March 18, 2022
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
Read Answer Asked by Peter on March 18, 2022
Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
Read Answer Asked by Jeremy on March 18, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
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