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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: On Jun 21st, you responded to A regarding stocks for a TFSA. My son has a smaller TFSA but a longer time frame. He currently holds ZSP in his TFSA and we have been looking at adding some stocks. We like all the ones you suggested, but some of them are also in the top ten holdings of ZSP. Would you suggest adding the individual stocks anyway? Or selling ZSP and holding only stocks? Our initial plan was to make ZSP about 20% of this TFSA and then hold 8-10 stocks. Also, what do you think of adding AXON and AMD to his TFSA at this time? Thank you.
Read Answer Asked by Kim on July 17, 2023
Q: Hello, I own VMW, and could you help me understand the take over price from AVGO? The current take over price is at $ 61B or $ 142.50/share in cash, and today the stock is at trading at ~ $ 157.00 ..

Also, we can elect 0.250 of Broadcom share. If this is correct, at today's price of AVGO at $ 900.00 , I can get ~~ $ 225.00/share for VMW...
I appreciate if you can clarify my options.
Thanks
CR
Read Answer Asked by Carlo on July 17, 2023
Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.
Read Answer Asked by Gail on July 17, 2023
Q: This is a comment rather than a question. Like other 5i investors holding this stock, I am disappointed with the recent price decline. While no one likes stock price depreciation (except shorts of course), I have to credit 5i with at least having the decency to admit that it was wrong. In a world where blame is often deflected or excused for some reason or other, I find it refreshing that 5i has the integrity to admit a mistake. Let's hope there are better days ahead for this company. I suspect there will be.
Read Answer Asked by Richard on July 17, 2023
Q: Is the start price for the TMX on the income portfolio correct?
Read Answer Asked by Catherine on July 17, 2023
Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: Peter,

Do you have any source of information that will tell you approximately what percentage of investors use each of the main options as I see them , ie DIY, Banks, Mutual fund co's , and Full Service brokerage houses? I am including the Lifeco's under Mutual fund co's.

If not, what is your estimate?

Thank you

Paul
Read Answer Asked by paul on July 17, 2023
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