Investment Q&A

Q: I am pretty close to full positions on LIFE, XIT and XST. Also, I am sitting on <5% cash, being basically fully invested. Over the next few months I plan to top up these 3 ETFs.

In what order would you add to each of these 3, based on their current valuations, compared to their historic valuations as well as their potential?

My thoughts were LIFE, then XST, then XIT (although I suspect your order would be XIT-LIFE-XST). Please include a brief "why".

Thanks for your help...Steve

Q: Hello 5i.
Sometimes in questions (or answers) "starter positions" or "partial positions" are mentioned. My question is, how should an investor best manage such positions in a hypothetical 20-25 stock portfolio (implying 4-5% as a full position), while maintaining this portfolio size? Should an investor buy e.g. 4 "starter positions" at 1% each and then consolidate into the one that does best? Or should an investor buy starter positions with an eye to replacing a current full position that is not performing as well? Or is there another approach?
Thanks!

Q: What is your opinion of using leverage through a HELOC to invest vs dollar-cost-averaging every paycheck as money becomes available? I am going to primarily invest in index ETFs.

Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.

Q: Would you consider this ETF as an alternative to bond ETFs? The yield is attractive but I’m not familiar with this type of private credit investment and what the risks are or how sustainable the yield is.
Thanks.

Q: I am in my 80’s and have a cumulative capital gain over $600,000 in about 30 companies split evenly between U.S.andCanada.
To avoid paying the higher inclusion rate should I sell some of these stocks now and purchase them back at a later date bearing in mind stock and currency rates fluctuate.

Q: I've held these partial positions for some time now and am below water on all but NTR.

The objective here is income with some growth.

If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?

What would you choose if you were forced to sell all four and reposition into one new company?

Q: Hello 5i,
I appreciate your thoughts on Axon’s quarterly results and announced acquisition of Dedrone. Would now be a good time to add to a 1/2 position in the company. Thanks
Brad

Q: Digesting the chatter this morning on Buffet and a possible acquisition. Do you think he would partner with a Cdn pipeline and go after Trans Mountain?

David

Q: Could you please give me 5 or 6 of your favorite momentum stocks at present?

Thx

Q: I bought BEPC (not BEP.UN - I have concern about the potential tax/withholding issues in the US) about 2 weeks ago, and am up about 26% in short order. Bought it because it appeared under valued and had an almost 6% dividend. Due to the recent gains, the dividend is now down closer to 5%, which can be had with some other utility or even some bank stocks. What do you think - take the gain and go home (this is in an RRSP, so no tax implications), or do you see further gains, no doubt more modest. I do have a small position in BNS, and would consider moving the proceeds to it. How would you compare the potential for gains between these two, the safety of dividend, and general safety of principal.
Thank-you

Q: Hello,

I recently purchased shares and am up quite a bit. Do you recommend continuing to hold? Risks ahead? Trim position, or exit completely?

Thank you

Q: I would like your opinion on Fulgent and its potentiel .Is it a buy,hold or sell?
Thanks !

Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?

Thanks, Len

Q: Can you account for the recent drop in TMO and possibly also for its quick recovery.

Portfolio analytics call for more in my healthcare sector. Do you prefer ETFs or individual companies here?

Please recommend a few of your favourite quality long-term holds for both (more American than Canadian, but both if possible).

Thanks as always.

Q: Hi Peter, Ryan, and Team,

We hold IHI in our non-registered investment account, and I recently looked at US News (https://money.usnews.com/investing/articles/best-health-care-etfs-to-buy-now) which stated:

“The main issue holding weight-loss drugs back is their exorbitant price tag, with Ozempic clocking in at $980 per month and Wegovy at up to $1,300 per month. If weight-loss prices fall or if insurers and employers start covering their costs for consumers, that could negatively impact medical device-oriented funds like IHI.”

Do you concur with this view? I note that XLV has surpassed IHI in four out of seven periods from one month to ten years. Alternatively, since Portfolio Analytics indicates that we need to increase Healthcare exposure, would starting a new position in XLV at this time be prudent?

Thanks in advance for your advice.

Q: I hold many names from your Balanced Portfolio. I am in the process of deploying cash with the intent of building a more balanced portfolio with a long term view. What 10 Canadian names would you buy today and what 2 US names would you buy?

Thank You
Tim

Q: I just asked about how to access flash reports. I was interested in seeing TFII. Response was to simply input stock symbol and it would appear. I do this for TFII and the most recent report is a full report from April 2022. Am I missing something?

Q: Hi, I've held ATS for a while to see a nice gain and now back to even. . I'm debating on adding, selling or just holding. What would be your recommendation today and why?
What other Canadian stocks in the sector do you see as better if moving on? Thanks

Q: Hi,
could I get your comments on Q1 please?
Thanks,
Dan