Investment Q&A

Q: Is there a good ETF that covers the US large pharmaceuticals, either hedged or not? And if so which way is better right now?

Q: What source do you use to assign a "Sector" label to a specific company? Do you group similar sectors under your labels? Can you elaborate on the process you use in your portfolios?

I attempt to apply sector labels to individual companies in order to track sector weightings and maintain an awareness of the level of diversification I am achieving.
Keeping the number of sectors to a reasonable number (10?) requires grouping of stocks.

Currently I am using ; Consumer C/NC (10%), Finance (20%), Health Care (10%), Energy (10%), Industrials (10%), Technology (20%), Telecom's (10%), Utilities (10%). Industrial's and Consumer C/NC usually get a mix of companies thrown in there. The weightings are my loose guidelines, and I do vary from them quite a bit. i.e. Energy is currently at 3%, Tech at 40%.

I have a struggle controlling the Tech weighting due to positive returns of my holdings and the fact that so many innovative companies use technology in conducting their business and thereby are classified into the Tech Sector. (E.g. REAL is within the real estate industry however is placed in the Tech Sector.)

Any thoughts you can offer to provide me with a healthy perspective are appreciated. Thanks.

Q: Would appreciate your analysis of their just released Q3 results. At first glance, they look pretty solid.

Q: On November 10, Patrice asked about a list of dividend paying stocks; your answer provided a link to a list you had prepared. Is this list available on the website? If so, how do I access it - I looked and cannot find it. Is there other kinds of info that is available to your members and if so, how can it be accessed?
thanks

Q: What 3-4 US Stocks do you think are the best growth investment to purchase this week independent of sector?

Q: Sold Mogo at a huge loss a few years ago. But the beauty of a do it yourself investor is that we can revisit the stock a few years later. Perhaps now is the time to get back in this company.
Once burnt twice shy but I have revisited a few stocks over the years and was glad to get back in. Sometimes the timing is just not right. For example, I revisited absolute software and was rewarded.
What do you think of mogo now that there is a bit more interest in bitcoin and crypto?
Still very promotional by wernekle?

Q: Your thoughts on this stock as it’s moved down to the secondary issue price of $2.40 again?

Thnx for your awesome service for the small individual investor!!

Q: Hi Peter and Team
Its been quite the ride around the election and I hope things can be more stable. I have quite large cash positions for my RRIF, TFSA and RESP and will be placing more contributions in Jan into the latter 2.
Can you suggest 3 CDN and 3US from your Growth or Balanced portfolios that now make good "Buys" to my well balanced portfolios ? Is this a good time to put the cash back in for the long term?
Thanks for your continuing guidance
Peter

Q: As an income investor with some growth, I have some US money unused in our TFSA accounts. Could you give me some suggestions on US stocks you feel still have good valuations. I am lower in Tech, Consumer and industrial sectors.
Thanks so much!

Q: Hi 5i Team,

With the recent sale off on Gold and silver stocks, do you think this will be a good opportunity step in? If so, can you please list 3 best companies?

Thank you,

Q: Can you please provide your view on TDOC, is this a good entry point at current price?

Thanks,

Q: Hi group need your help to decide on reducing my exposure to gold and silver (20% of my portfolio) not liking the yield curve headed up with no sign it will stop this trajectory. Of course higher yields = lower gold and silver prices Your expert analysis on your thought's about reducing my exposure also Buy sell hold recommendations Thanks

Q: Why is Chartwell Retirement Residences up so much recently? What is their future in your view. Should I keep holding or sell while it is high?

Thanks.

Q: Hi group after taking in all the present hindrances to the present stock market performance .... please give me your top 3 stocks in US + Cad and you also rate them in order of best first thanks appreciate your help

Q: Sleep country had a blowout 3Q20 on revenue and EPS with margin improvements, dividend has being reinstated.
Your last response on zzz with concern on debt 500M, looking at the above results whats your thoughts on holding / adding to existing position.
Thanks

Q: Hello Peter,
I have a 2 percent holding of jamieson wellness. Any comments on their recent earnings that would justify increasing or decreasing the weight in my portfolio? Also, would this be a good time to allocate monies to Well Health and Cloud MD? Any idea why TDOC is taking a hit? Is this because of Pfizer's announcement of the effectiveness of its vaccine? Thanks very much.

Q: What is your view on CIX going forward? Buy, Hold or SELL?

Q: Hi Guys, can I get your opinion of LGO I'v held it since 2018 in my TFSA it's a .22% of the portfolio, just wondering if it's time to let it go I'm down about $300.00 at this point or is there a chance it can come back. Thanks

Q: I’m struggling to understand how these two stocks, as well as others in the same area, will do in a normal environment following Covid vaccines. Would appreciate your expert opinion.
Thanks as always for your incites.

Roy

Q: Okay Peter, I think I have an interesting challenge for you. As of today, including today’s market levels and all markets, if you could have only five holdings in an RRSP (just ETFs) for the next 5-10 years, which five would you choose. And if your answer would differ for a non-registered account, which five ETFs for that? (Assume you’re 55, that these accounts hold half your total investible assets, the rest being in government bonds, and that you are comfortable with reasonable levels of risk.) I look forward to your answer!