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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,

I hold SMU (up 100%) and NWH (up 40%). COLD, however, has come up as recommended from a few places I get my ideas from and I'm considering initiating a position in it. To free up some funds I need to dump either SU or NWH and am curious which one you would exit and why? I'm more interested in capital growth than dividend and generally hold mid-long term.

Cam.
Read Answer Asked by Cameron on November 16, 2020
Q: Could you share your thoughts on including Van Eck's ETF - China Bonds (CBON) as part of my 40% allocation in a US portfolio.
Read Answer Asked by Ted on November 16, 2020
Q: Thanks for your ongoing non-biased advice.
I have three DOGS in my non registered account ...... Baylin Technologies (BYL) with No Dividend, Cipher Pharma (CPH) with No Dividend and Pason Systems (PSI) that has a 3.5% Dividend.
Please analyze each account for future growth prospects, survivability etc.
My strategy is to double-down and buy more of each stock in my wife's non registered account during tax loss season because her income is very low ......... then wait 30 days and sell the above stocks after 30 days in my registered account either this year or next year.
Hope this strategy makes
MMD
Read Answer Asked by Daniel on November 16, 2020
Q: Hi group appreciate your views on the Brookfield basket of stocks regardless of sector which are must own in the present environment thanks
Read Answer Asked by Terence on November 16, 2020
Q: What would be your top 5 US & top 5 Canadian companies that could be considered disrupters? Thanks
Read Answer Asked by Dave on November 16, 2020
Q: Hello,
With the media and other financial write ups all talking about this great sector rotation out of growth and tech stocks into value stocks seems a little over blown to my logical mind.
Its made to sound that stocks , in the "Packaged software " sector like
-LSPD, DND, REAL, NVEI ,VEEV etc are part of that big rotation.
When I think about this, I beg to differ and am of the opinion that these stocks will become even more relevant in the future of our economy irrespective of Covid.
Have I lost my "marbles" or being too naive to think that way?
Your feedback is always appreciated.
NB* I do own these stocks that I mentioned.
Thanks,
Read Answer Asked by ilie on November 16, 2020
Q: Hello,
Could you please recommend some dividend stocks to build a portfolio specifically to employ the Smith Manoeuvre in a unregistered account? Thanks!
Read Answer Asked by Daryl on November 16, 2020
Q: If you just received $200K extra cash and would like to invest it in CND and US stocks in a non-registered account for maximum returns in 3-5 years, which CND and US stocks would you choose? For this, higher risk would be acceptable. Please prioritize 4-5 of each of the CDN and US stocks.

Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?

Thanks, and please deduct as many credits as appropriate.

Read Answer Asked by Alvin on November 16, 2020
Q: Dear 5i,

can you please suggest/recommend some Global Equity ETF's available on the Canadian Exchange which have a value focus/tilt. I am very happy to read more about these but, the only one I could think of is VVL by Vanguard. Thanks!
Read Answer Asked by Ian on November 16, 2020
Q: I see Zoom as a company with a user friendly product compared to (Sykpe for instance) that most everyone is using. Despite vaccine news which has dropped my Zm stocks into the red, it appears that they have a great product that will still be popular going forward after the pandemic. I see businesses possibly staying with a work remotely model as it saves them money for infrastructure, etc. The question is, will it likely stay as popular and is it likely to get back to close to it's highs any time soon, or would it be better to take the hit, sell and revisit when there is more clarity. Some context: I'm a senior who is using Zoom and a few others as a means to put a little growth in my otherwise low Beta portfolio.

Thanks as always, Stephen S
Read Answer Asked by Stephen on November 16, 2020
Q: I've noticed that KXS has lost over 20% in the last 10 days. and is down about 3% to day. This appears to be a much larger drop that most of the tech companies. I know it is still up 25% for the year but its come down from around being up 80% earlier this month. Is there an explanation for this what seems to me be an unusually large drop?
Thank you
Steve
Read Answer Asked by Steve on November 16, 2020
Q: Good day Team!
Could you provide some insight to the 3rd qtr Earnings report? With 1.3% improvement in revenues and a 9.7% improvement in AFFO, how did their profit drop so dramatically? Is it related to the sale "in line with fair value" of the Regina asset?
Any other take-aways you could share would be appreciated.
Thanks for the great service.
Read Answer Asked by Ted on November 16, 2020
Q: I have about 8 grand of my portfolio allocated for these 2 ETFS. Just wondering how you would weight them. For a 20 year hold. Maybe lean toward Japan as they are more allied with the US, but then again Japan is drowning under Debt.
thanks

XEF = Japan, UK, France, Switzerland, Germany,
XEC = China, Taiwan, Korea, Brazil, India

Read Answer Asked by Gordon on November 16, 2020
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