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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: Good morning,

I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?

An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: This stock was owned long ago under 70$ haha.
It's clearly one the best performing out of the TSX on a very long run.

I am looking to average into a position in my non registered Canadian side of my portfolio.

Would you please provide a "fair value" range that you'd be comfortable starting in.

This will be a longterm core holding.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service
Read Answer Asked by Hector on December 21, 2024
Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months
Read Answer Asked by Howie on December 21, 2024
Q: There is an ETF, that invest in the canadian market, which does not pay out any dividend to investors, instead it is capitalized onto the NAV. I think it was a Harvest ETF. They used derivatives instead of holding the shares. The problem is I cannot find it now. Do you have any suggestions.
Tank you and merry Christmas.
Read Answer Asked by francois on December 21, 2024
Q: A comment, not a question. A RIF withdrawal can be in cash or in kind, so rather than selling a stock to make a cash withdrawal, you can do a withdrawal in kind to your non registered investment account.
Read Answer Asked by deirdre on December 21, 2024
Q: RGTI What are your thoughts on this company, would you buy?
Read Answer Asked by Brian on December 21, 2024
Q: Hi 5i,
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter
Read Answer Asked by Peter on December 20, 2024
Q: Good morning,

I'm looking to add an asset manager on the US side. Or possibly adding to BN as well in my non registered.

With a bit of a pullback do you have a preferred company in that space at current valuation and future prospects.

With a possible buy range as well please.

Thank you!
Read Answer Asked by Adam on December 20, 2024
Q: Good morning,

I hold BN in my non-registered account for my canadian side of my portfolio.

I've been looking to add to my TFSA on the US side in the same sector.

I see some of the notable ones are pulling back a hair.
From APO, BX, KKR could you please give me your pick. And if it's different than those proposed please put it forward as well.

Along with a value range to add. This will be longterm full position.

Thank you very much.
Read Answer Asked by Adam on December 20, 2024
Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!
Read Answer Asked by Austin on December 20, 2024
Q: Hi- I’m looking for a long term, somewhat diversified CG hold for my TFSA. What do you think of FEQT. Do you have others you prefer?
Thanks,
Guy
Read Answer Asked by Guy on December 20, 2024
Q: Hi 5i!

A question for a friend looking for a new investment instead of csav and cash as interest rates are reduced.

He already have XQQ and ZSP.

1. He is looking for an etf of canadian dividends stocks, do you have a suggestion?

2. What would you propose now for lower risk tolerence?
Read Answer Asked by Francois on December 20, 2024
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