Investment Q&A

Q: Hi Team,
I read a news release sept.20 stating magna will acquire veoneer. I just wanted to confirm this is now a done deal. And do you see this deal as a long term positive or am I the only one judging by investor sentiment? Last I had heard Qualcomm had a higher bid?? Can you confirm ; and as well is it worth holding magna at these levels or should I be taking a tax loss on it (down 8% on it )? Are there any catalysts that could help the stock in the next few months or do you expect further down side? As of today it’s my only play on the EV sector. I had thought when I bought it to be a safe play on the sector and expected strong auto demand once the chip shortage went away. Thanks for your input !

Shane

Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.

Q: Hello 5i,

I am not thrilled with QCOM YTD -10%. NVIDIA +70% GOOGLE +64%

Do you think more patience is required or NVIDIA would be just a much better company at this point going forward? I am looking for growth and don't care (great deal) about the dividend (although it is nice to have). I know the valuation risk is different but it was the same risks in January yet the results speak for themselves.

Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou

Q: I’ve had this company for several years it’s return has been adequate, however I am wondering if my money might be better invested in something with more pzaas!

Also have AUDC the Israeli company which has only been borderline successful, would u suggest a better option please

Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad

Q: I own the both, rok has performed very well. I am considering adding to either one. Which one in this environment , do you like better.
I just asked about antm Anthem wondering where u put this in the strong buy camp or the above. Thanks again.

Q: We have done very well with Apple in an RRSP account. So much so that it has grown to represent 15% of the portfolio. While I do believe Appl can still grow in value I think it would be prudent to sell some for diversification purposes. Can you suggest a good US company to buy? We also hold Disney in this account.

Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.

Q: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.

Q: Hello 5i,
With all the recent changes at AT&T is it still a good hold? I've had it for a number of years and am still about level. The dividend has been good which helps but less now.
Thanks for your excellent service.
Greg

Q: Some random musing (ramblings?). In a few-years-old article on Stella-Jones (currently in my portfolio thanks to you), Canadian Business remarked that Brian McManus, CEO of SJ, in respect of SJ's acquisitions strategy, "straddled the fine line between paying a fair price and never overpaying" for acquisitions.
I'm trying to wrap my head around that terrific concept in the context of the sometimes apparently exorbitant prices being thrown around for acquisitions these days (e.g. IPL/PPL/BIP, and lately especially MG/VNE/QCOM) -- which leads eventually to my question:
I can understand why MG would want to acquire VNE -- they are in similar or complementary businesses -- but fail to see the business reason why Qualcomm, a wireless-telecommunications-focused company, would be interested in VNE? And especially at those seemingly-inflated prices?

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?

Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.

Q: thoughts on the qyarter please

Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.

Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.

Q: I hope all is well. My portfolio is reasonably well diversified (in my opinion) and I have some extra cash to invest in an unregistered account. Would you have any reservations about investing in theses three stocks equally i.e., NVDA, QCOM, MU (it would be a relatively small position in each). I know you like the first two but I don't understand what the issues would be with MU. Thanks again.

Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.