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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: From dr Dahle, the founder of The White Coat Investor:

“Invest like an optimist, but work and save like a pessimist.”
Read Answer Asked by Ray on October 24, 2024
Q: Fortis doesn’t seem to be getting much love from analysts, I think more holds and sells than buys? The target price (understanding your feelings about analyst’s targets) is also less than the current price I believe. I thought the prospect of lower rates would be a tailwind. What is the bear case? What say you?
Read Answer Asked by Stephen R. on October 23, 2024
Q: I already own APD. I had been watching it bought it less than a year ago after some bad news where the stock dropped 15% in a day. I am up 50% on it at this point.

I am considering adding LIN to my portfolio as it seems to have some favorable tail winds and ratings....however I am wondering if these stocks are different enough to provide any diversity. There is a lot of variety on industrials. Am I picking two options that are too close together?
Read Answer Asked by Peter on October 23, 2024
Q: I have held WMT for about 9 years and it has been a good performer (17.6% annual return) during this time. This year its stock price is up 55% despite its earnings growing at around 4%. I note that its current PE is very high relative to its 5-yr PE. Obviously, I like WMT but I am concerned that it is overpriced relative to its past metrics and, possibly, other stocks in this sector. If you were faced with this issue in your portfolio what would you do and why (I am particularly interested in the 'why'). Thanks in advance for your opinions; I find selling a stock difficult particularly when it has been a long-term winner and I trying to develop a better framework for handling these types of situations.
Read Answer Asked by John on October 23, 2024
Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks
Read Answer Asked by Keith on October 23, 2024
Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.
Read Answer Asked by Stefan on October 23, 2024
Q: In sports when teams are considering firing a coach the question is often asked, is there a better replacement before you pull the trigger? While I am not about to "fire" NVDA I am overweight (6.5%) and have trimmed it 4 times. Question is, what do I replace it with that looks like it has better future growth potential in this segment?
Read Answer Asked by Harrison on October 23, 2024
Q: I have recently read that actively managed bond funds or etfs, unlike equities or the same, have a better outperformance history. Can you please comment on this? Would you recommend buying into any and if so could you recommend some?
Also do you think there is more room to run from dropping rates?
Those referenced here are general passive funds.
Thanks

Peter
Read Answer Asked by Peter on October 23, 2024
Q: Hello
I’m sitting on a fair amount of cash in Canadian dollars that I want to protect from falling against the US dollar without going through cost of conversion to US
Any instrument that I can use to earn some interest and hedge against an expected drop…I own a lots of ZSP.
Cheers
Peter
Read Answer Asked by Peter on October 23, 2024
Q: Hi,

This is a follow up to a question by Danielle, While XGRO sounds like a growth oriented ETF, can you please review it to see if it actually is. By my quick review it holds almost 20% in bonds and treasuries and its actual stock holdings (via ETFs) are run of the mill, not really leaning towards growth. Or am I missing something? Thanks.
Read Answer Asked by Alex on October 23, 2024
Q: I've still got my now worthless XBC shares in my trading account. Seems its taking years to finalize the bankrupcy. Is there any benefit to leaving these shares or is it best to get rid of them and claim the loss? What do I ask the brokerage to do to get rid of these shares to produce the loss statement, since I can't sell them on the open market? Thx
Read Answer Asked by Adam on October 23, 2024
Q: Hello 5i,

Could you recommend 3 ETFS that you would consider for a 70 years old retiree. My portfolio is currently 95% in Equities both in Dividend ETFS (VDY, ZEB, XEI and XDIV and individual shares (ENB, RY, TELUS, and BMO.)

Thank You,
Read Answer Asked by Yves on October 23, 2024
Q: In the last 3 months, $DRX has declined around 30% with avg. 198K shares traded per day. The technical charts do not show any support until $2.11. How do you find out who is continuously selling the stock even though fundamentals have improved. If someone has greater than 10% exposure in the stock, should they be worried.
Read Answer Asked by Imtiaz on October 23, 2024
Q: Hello. What are the best ways to own actual bitcoin in Canada? Via a digital coin exchange/platform or via an ETF?

Can you recommend a platform and some ETFs?

What do you think about BTCC?

What are
Read Answer Asked by Robert on October 23, 2024
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