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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 ABBV as a healthcare holding, since Canadian choices are limited. Any idea why ABBV is weak lately? Do you think it is company related, or macro related? What do you see going forward, either for operational performance or macro head/tail winds? Not planning to touch it unless something fundamentally changing, but it is close to technical resistance and a further fall here could have it testing $130's.
Read Answer Asked by Kel on February 08, 2023
Q: Hi Team, my entire portfolio is in stocks(no ETF's) but i am intrigued by HMAX. I am thinking of replacing my two bank holdings (RBC,TD) with HMAX.
Is this basic understanding correct: If Canadian bank share prices decline HMAX unit price will do slightly better than bank index. In a steady share price enviornment for the banks HMAX will be about the same as the bank index. If the banks rise significantly HMAX will go up but will lag the index. All the while HMAX will yield approx. 13% while the individual banks will pay 4-5%.
My current view on the banks is cautious (hold) and I do not want to abadon the sector as it is such a significant part of the TSX and long-term they do well.
A 13% return with minimal volatility (arguably less volatility than holding an individual bank) seems pretty good for the banking allocation of a portfolio. Am I missing something?
Read Answer Asked by Robert on February 08, 2023
Q: I currently own CRE and would like to invest more in the lithium space,an analyst on BNN talked about the other 3 stocks mentioned above,could you rank the 4 in order growth/profitability in the next 1-2 years and your thoughts in general in this space thanks
Read Answer Asked by Greg on February 08, 2023
Q: Hello,

Can you please comment on FISV's earnings?

Thanks!
Read Answer Asked by NAIM on February 08, 2023
Q: We’ve currently run into a situation where we’ve become a bit overweight with our wsp holding (Thank you!). We’re wondering if you would endorse taking profits and putting them into a company like NVEE or is there another, preferably US listed company that you would endorse that is in the same sector. Thank you for the great insight.
Mike
Read Answer Asked by Mike on February 08, 2023
Q: Hi Peter,

What do you think of U S Steel Corp. There has been a big drop today and does that make it an attractive investment over the short/medium term? It does seem to be doing well. How would you rate it now against Reliance Steel as well?
Regards
Rajiv
Read Answer Asked by Rajiv on February 08, 2023
Q: How do you convert BNRE shares into BN shares. I have only 1 BNRE share and do not want to pay broker fees.
T Stephen
Read Answer Asked by Stephen on February 08, 2023
Q: I am down more than 50% on CRWD.US, ROKU.US, and GH.US in my RRIF and should have been paying more attention as they kept getting lower.

Is there any hope for a distinct short term (1 year) revival, or would a better plan be to sell all/any of them and invest in something with momentum.

Suggestions are welcome.
Read Answer Asked by John on February 08, 2023
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