Investment Q&A

Q: Hi group what you feeling on the big tech stocks at present are they a buying opportunity or a value trap? also is oil an attractive entry point right now or is it just a blip to the upside thanks for your insight. what your favorites in tech / energy or should i just stay away till everything settles down

Q: In an economy of rising interest rates how will GSY react? Is that environment positive or negative to the stock?

Thanks


Sheldon

Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?

Q: Happy New Year!
As a broad-ish generalisation, could one substitute 'structured notes' as an asset class in a portfolio with one or more covered call ETFs?

Q: Hi,

I need a good dividend energy stock, with some growth, and limited volatility, for the next couple years? Can you give me 2 of your favourite CDN and 2 US picks?

Q: looking to start purchasing the income portfolio in preparation for my retirement, which company from the income portfolio would you invest new money in?

Thanks

Sylvain

Q: Hi 5i: Even with a nice recovery I am still down 28% with vet.Would you advise to hold or do you think I could diversify to other sectors with more upside to recoup the loss.If I include enb I am overweight in energy. I need 22.60 to break even with vet. Tks. And all the best for all for 22. Larry

Q: What do you think about the companies mentioned above? Are their potentials worth the risk?

Q: Hi Peter and Team, Happy New Year!

The portfolio Analysics tool suggested me to add 20% of fixed income instead of 100% equity. Can you suggest any fixed income name that I can invested on? Does CVD can be considered as fixed income?

Thanks,

Q: This will be an ugly day for Berkeley. Is this a good opportunity gone bad. How do you like it’s future prospects? Would you buy today, being it’s all time low?

Q: Please comment on Stelco news. Would you hold?

Q: hi. can you provide the PE and PEG on shopify (current and forward). I see different numbers on different websites. and do you see any new challenges for SHOP going forward re today's fed minutes? and is this a good entry point? thanks chris

Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen

Q: I currently hold Maple Leaf Foods (MFI.CA) in my TFSA. It appears to be currently trading around its fair value (at least according to Morningstar). And MFI.CA just announced that it is reviewing its recent investments in plant based protein products (like veggie burgers). So it future growth prospects may be suspect.

I suspect it may be a good time to exit. Can you recommend another consumers staples stock for my TFSA as a long term hold?

Or maybe I should not have ANY exposure in the consumer staples sector in my TFSA given the slow growth and typically lower returns in the long run in this sector. Your thoughts please!

Q: Hi, We have 3 TFSA accounts, where we sold some SHOP, last year and made cash withdrawals. As a result, this year, we have available contribution room between $30-40k, in each account. We like to wait for an opportunity for a Growth stock to transfer from our Non Regd accounts ( there are separate accounts for each) for an in-kind contribution. Present allocation in the TFSA accounts is as follows.
CSU 25-30%
SHOP 35%
LSPD 30%
NVEI 10%

We are not worried about concentration, as TFSA funds are less than 5% of our Total Investment Portfolio, which is fairly diversified. Objective is to optimize Growth stocks in a TFSA setting. There is sufficient quantity in Non regd accounts, for all the five stocks listed in the question.

We were planning to add SHOP, with today's 10% decline and some TOI, as we have none in TFSA's.

What would be your recommendation ?

Thank You

Q: I keep hearing that a rise in interest risks adversely affects tech stocks. Understand that comment in the context of companies that are reliant upon financings but don’t understand it in the context of the FANG stocks which are cash rich and have significant pricing power. Please clarify.

Q: Hello Peter,

Could you please give me your opinion of the stock at current price levels? I have been holding on to it through the decline and am wondering if it should have a place in the risky portion of the portfolio? With the rotation out of growth providing opportunities at now lower valuations, where would you place OSTK in the spectrum?
Regards
Rajiv

Q: Which do you prefer for long term capital growth in a tax deferred plan (RDSP)

Q: I want to transfer two stocks in kind (SVI and LSPD) to my TFSA. Combined they are more than my $6000.00 annual contribution limit. Presently I have spare cash in my TFSA. Can I take cash out of my TFSA to make up for the over contribution from the stock transfer, without any implication?

Q: Hi 5i, do you recommend buying ATD at $49, with a possible sell at $53?