Investment Q&A

Q: In my RRIF , I am looking at selling one of these stocks to buy UMAX for its higher yield and diversified holdings. Forgetting portfolio composition , please provide the order in which you would sell first (1) and then to last (5).
Thanks. Derek.

Q: noticed yesterday td action notes downgraded bce for the next year from 57 to55.
they also said they think that bce will only raise dividend 3% this year instead of the usual 15 year run of 5%. what is your thought and if this does happen do you think
some income investors will leave

Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks

Q: Is there an ETF similar to SPHD (larger companies with low volatility), however is focused outside of the US (and Canada) that you would recommend? Preferably with a yield over 3.5-4%. I hold VIU for general exposure however moving to retirement and am looking for a bit more income focus.

Q: Hi, comments on the quarter?


Thx

Q: Can you explain why American Tower had a sharp increase in share price recently and now seems to be in a steady decline. Has there been material changes to the company that I'm not aware of. Also could you advise on what its current and forward PE is and would you consider it a buy at these levels. Thanks for your help.

Q: Can you provide an current on EVVTY and an outlook going forward.

Q: Can you explain what the Well Health news this morning means for the company.

Q: Hi 5i,

Would you please comment on recent quarterly results from NXT?
Is this a good time to add to a small position or hold on for some consolidation?
Thanks!

Q: Everyone, what have you learned about the markets so far this year? Clayton

Q: Would you please give me your opinion on this company.Is it a very good company or would SHOP be the same or better?

Q: Is a crunch coming again to Regional Banks with exposure to commercial Property.

A lot of empty space and people are not coming back to offices. I BM said come back or find another job. How bad is it. Is it wise to avoid all Banks fir the next few months.

* heard that South Korean Pension Funds ate deeply exposed to U S Commercial Buildings as are Regional Banks

New York and California are a disaster

Avoid or start to accumulate on weakness

What banks look good to you ?

RAK

RAK

Q: In regards to the comment of the energy sector being very very cheap.
If you had zero exposure to the energy sector, and only cared about total return and growth.
What would be your 4 top picks to research?

Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.

Q: Hi,

I want to add one of EQB and FSV to my TFSA. Which one would be your choice?
Regards

Q: How significant is the number of stars assigned to analysts employed by the banks and other brokers ? For instance, should an investor ignore an analyst with one star and concentrate only on the advice of 4 or 5 star analysts ?

In addition, can you please provide a link where all the analysts are listed with their respective stars ?
Thank you as always for your insight.

Q: Kindly rank the following securities for a buy at current levels. Thank you.

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!

Q: I need to sell my PDYPF shares but there is no hurry at all. Would you wait until the FanDuel spinout or would you sell now. In other words is the spinout likely to significantly increase the price enough for me to wait. Just your best guess. Thanks.

Q: I got a call back from BMO Investorline as a follow up to my questions last week. I think I now have the answers and want to share them. The PDYPF are not ADRs and he did not see a need to do anything immediately. I can have the shares converted to FLUT on the NYSE but there is a 1% "stamp" tax ($608 for me) plus to sell I would pay the standard $10 commission and would then have to do Norbert's Gambit to convert to CAD or pay their conversion fees. If I sell the shares on the LSE I would pay slightly over $280 commission plus two fees/taxes totaling 0.6% and have to pay the conversion from sterling to CAD. I'm glad I have a good profit on these shares because that sure adds up. I both cases slightly over 1% of the value. I hope this information helps others.