Investment Q&A

Q: We have set up a RESP for our new grand daughter, we are looking to invest in a growth ETF. Considering the unsettled markets at this time would it be advised to invest in a ETF like HXQ or would you have some alternative suggestions

Q: Flutter Seems to still be drifting lower. Would you consider it a hold, sell, or a buy at these levels and why? Thx as always

Q: thoughts on latest acquisition please?

Thx

Q: My question is simply, when to sell ? I acknowledge market timing is impossible and most portfolio managers say stay invested for the long term. Somewhat cynical as believe that such advice is driven primarily by compensation and relative performance issues, issues which retail investors are not subject to. Most of my assets are in taxable accounts with concentrated positions, especially in the FANG stocks. It’s been a good run and inclined to sell the lot, pay the tax and wait for the dip. I have no doubt that these stocks will be significantly higher in 5-10 years, but I also have no doubt that there will be a dip where if patient you can acquire for a lot cheaper, ( prime example is Apple and Meta). Not looking for individual advice but retired which obviously impacts the length of the runway or exit ramp. Thx

Q: What are the tax implications if any of buying Wolters Kluwer N.V.which trades as an OTC ADR If purchased inside a RIFF or TFSA. Or can it even be purchased in a registered account.

Q: FTS is at all times highs while BEP is down 33% from the highs. Why the big discoonect?

Q: I struggle with the whole concept of "green".
The whole thing is driven by politics, not market forces.(making "dirty" fuels artificially expensive so that subsidized "green" energy can compete).
Here is my question: Yes, there are strong ideologies pushing this, but unless "we" adopt socialist command economy wholesale, market forces must eventually prevail?
"Green stocks/ ETFs are up, but buying them seems to me betting on a lame horse.
Would appreciate your take on this, and also if holding BAM.A could be considered a compromise. They seem to be gung- ho for "green" investments. Am also looking at PBW, but don't like the price.
My interest in this subject is limited yo next ~5 years.
Thank you
jerry

Q: I hold LSPD in a TFSA and am planning to replace it with APPS. Would you suggest making the switch now...or waiting til tax selling is behind us in January? Thank you.

Q: Hi the great team, can you explain volatility of shopify?

Q: Hi 5i,
BMO had a nice run up in share price last couple of days and today has fallen and I was wondering if this could be negative reaction to this latest news:
"Canada's Bank of Montreal has expressed interest in buying French bank BNP Paribas SA's U.S. banking unit,"

Is this considered positive or negative and why?
Would this influence your decision to add or start new position?

Thx
Jim

Q: Can I get your perspective on KWE stock’s reaction to the announcement of two days ago - KWESST Signs Master Agreement with Global Defence Contractor. It has fallen 20%+. I would also appreciate your thoughts on the company overall. Thanks.

Q: Hi Team,
You had mentioned the expectation of potential "small cap bounce" scenerio in January. Does this usually happen within the first couple weeks in January or what's the history on that? Also, if one was to use some "lottery ticket" money to buy some call options on a high beta name due for a bounce...would AT (acuity ads) be one to look at with options expiry Jan.21? I realize this is not a typical strategy, more of a casino night play. If you don't like this move, do you have any other call options strategies you are spotting right now that if they work out would yield some big gains?If so please list the precise call option contract. Again, I know options are not usually discussed here or endorsed. Thanks

Shane.

Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)

Q: I currently hold VEEV in my TFSA and have been disappointed in its performance. Would you replace it with ABBV? And if yes, would you do so now or in January?
Thank you.

Q: Morning Team,
I am considering selling SAP for tax loss, but would like to stay in the sector, what would you suggest to a replacement ? I have L holding already.
Thank you as always,
Happy Holiday,
Tak

Q: Peter; So yesterday (Dec 15) we had the big tech rally and then today wham it got hammered. What happened to reverse the momentum? Thanks. Rod

Q: Would you please explain why ECN is dishing all this money to shareholder and then turn around and then issue a debenture? Wouldn't it be better to use the money they are giving away rather than leveraging their balance sheet? Any indication what this money is going to be used for? Does this improve their growth potential?

Thanks.

Q: Hi 5i,
In your opinion is LSPD a falling knife that will gravely wound me if I catch it now and hold on for a couple of years and, if so, how much closer to the floor should one let it get before grabbing on? I guess, my question really is - if LSPD is not there now where is that floor, do you think?
Thanks for your thoughts.
Peter

Q: Performance of these two has been vastly different this year with the common up 54% and the A shares 8%. There was an event in early Nov. that caused the common to leap, what was it? As far as I know the A's have a coattail provision, a rumoured takeover causing shares to surge some years ago also. What is your outlook for this pair going forward?

Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members