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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: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.
Read Answer Asked by Francisco on August 25, 2023
Q: Based on your previous views “ US regional banks as more of a gamble than an investment at this time” I was looking into the space and of the top ten holdings if each etf and was perplexed that there was no overlap of their selections? Needless to say if you had to create your own etf in this space what would be your top holding and why? Thank you.
Read Answer Asked by James on August 25, 2023
Q: Hi,
I was wondering if my interpretation of the timing of PSA's monthly payment is correct. My Investor's Edge account says for last month: "PURPOSE HIGH INTEREST SAVINGS FUND UNITS SAVINGS FUND UNITS DIST ON XXX SHS REC 07/28/23 PAY 08/08/23."
I take this to mean, if I hold the shares on 07/28 I will receive the dividend on 08/08. For this month, if I were to sell my PSA shares after 08/28/23, I would still receive the dividend in September. Do you think I have that correct?

Thank you. Michael
Read Answer Asked by Michael on August 25, 2023
Q: A rookie question but I’ll leave it public just in case anyone else has the same question. I don’t understand how to calculate what I need to sell or by to reduce or increase my allocation. If your recommendation is to reduce a sector from 10% of portfolio weight to 5%, do I sell 5% of my holdings in that sector or 5% of the entire portfolio value from that sector?
Read Answer Asked by Robert on August 24, 2023
Q: Hello 5i Team

Northview Fund (old ticker NHF.UN) is now trading as the new entity (Northview Residential REIT new ticker NRR.UN) on a post consolidated basis (1.75 NHF.UN = 1.0 NRR.UN).

1 - How does NRR.UN compare against the other Canadian residential reits?

2- Is it buyable or should I wait and see how the market likes it.

3 - Is there financial results available for the consolidated units or do I need to wait for Q3 quarterly results (available late October / early November).

Thanks
Read Answer Asked by Stephen on August 24, 2023
Q: A number of the companies in your growth Portfolio have seen significant recent pullbacks. Specifically, DND, NVEI, TSU, TVE, TIXT and CTS. Would you consider these companies as Buy/Hold/Sell at current pricing?

Thanks
Tim
Read Answer Asked by Timothy on August 24, 2023
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
Read Answer Asked by Tom on August 24, 2023
Q: Good morning,

I currently own all four companies in the energy portion of my family portfolio.
That being said, I'm in the red and very disappointed with FRU.CA's performance of late and looking at selling FRU.CA and with the proceeds, adding to my existing positions of MEG.CA, CVE.CA or TVE.CA.

Q1. What are your thoughts on FRU.CA

Q2. Which of these three stocks (MEG.CA, CVE.CA or TVE.CA offers the best risk/reward at this particular time,

Q3. Is there another energy stock that you prefer and would wholeheartedly recommend.

Thank you and I'll await your response.
Read Answer Asked by Francesco on August 24, 2023
Q: Seeking 'safer' income stocks, would you be able to comment on the latest earnings from these 2 ETF's?
How sustainable are the current payouts and would it be better to purchase the larger Cap HHL for stability?
Thanks in advance, Ted.
Read Answer Asked by Ted on August 24, 2023
Q: I am considering increasing my Canadian Bank exposure. I know timing is never perfect, but given the recent pullback in Cdn Banks, and the headwinds going into a potential recession, is this a good time to buy RY, TD and BNS, or would you wait and see what plays out in next 3 to 6 months?

Thanks
Tim
Read Answer Asked by Timothy on August 24, 2023
Q: Hello there

I'm looking for a US bond fund (USD is fine) for a registered account. I'm fine with high quality corporate bond funds or gov't whichever you consider optimal. Which do you suggest are worth considering? thanks al
Read Answer Asked by alex on August 24, 2023
Q: Regarding diversification, do you know insight as to why most professionals recommend diversification, however, Warren Buffet (arguably the most successful investor of all time) has previously said "diversification is—as practiced generally—makes very little sense for anyone that knows what they’re doing...it is a protection against ignorance.".

Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
Read Answer Asked by Mike on August 24, 2023
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