Investment Q&A

Q: Hi group can you please give ne your top 2 picks (cad or us) in the top six sectors. Also rate them in order of preference c/w entry price and target % for each sector ...thanks

Q: Any reason for the large drop in LNTH? Is it time to move on from this one?

Q: If Brk.b may not that good in these days, should I sell 50% to buy KO instead? Do you think KO is good for long term comparing to BRK?

Many thanks

Q: While very disappointed in what we will finally get for our PKI shares, I am thinking that the best option might be to take all SUN shares for my PKI shares and hope that the SUN shares go higher, perhaps closer to $44 over the next 6 months. I don't see anyone getting all cash for their PKI shares. What would you do with your shares? Also, I voted against the takeover and I am wonder when and how I will get the opportunity to indicate my choice of compensation? Thanks for your great service.

Q: hold NLY in RIF,~5%, at a loss.

the dividend of 14% is nice, but the stock keeps bouncing along the bottom.
If int. rates go lower (big if), may NLY get bit of a lift?
Am inclined to sell.
Thanks
jerry

Q: What are the chances that US dividend income will be taxed in RRSPs, going forward?

Q: In the Globe and Mail, July 16, there was an article by Scott Barlow called "Valuations and market concentration are reasons for concern." He likens the current Technology sector to mirror many of the same realities as the 2000's- before the dot com bust. What is your opinion?
As always, Thank you for the fantastic service too and helpful guidance. Ric

Q: would like your comments on this proposed IPO - interesting NYC rental assets with a yield of 4.5% ? any info on pricing or valuation?

Q: can you please provide opinion on this company, why it keeps going down, is it a buy, hold or sell? thanks

Q: At this stage of the game is there any hope for DII.B shares.

Q: Views on old Maverix team new venture? Too early to buy?

Q: I have a portfolio of 25 individual stocks (diversified among most sectors) with no ETFs. Within this portfolio I own companies that trade in CAD and the US but have operations and/or varying degrees of revenue in other countries such as CLBT, AXON, TOI, VHI, UBER, BKNG, WSP, TRI, BN and some of the MAG 7 with their worldwide reach such as GOOG. I often wonder if this is adequate international exposure for a healthy portfolio or should I have a specific international ETF?
I have not been a fan of ETFs due to the often wide exposure that can include "the best along with less than the best" (and they are boring, :), haha). But for long term growth and healthy diversification I often consider opening a position in an international ETF such as VIU.
But then I face my conundrum. In the past 5 years the return on VIU has been 41.4% (Yahoo Finance). Perhaps my expectations are out of line, but I would not be happy (and I would be bored, :), ) with the same return from VIU in the next 5 years. Even a conservative Canadian bank with some international operations such as RY has done 90% in the past 5 years (Yahoo Finance). It seems to me that I must give up too much possible growth in order to achieve a healthy level of international diversification through the instrument of an international ETF.
Perhaps this is a conundrum that need not be solved, but do you have any thoughts that may lead to a wiser investment perspective or a needed tempering of my expectations?
As always, thank you for your excellent service.
Cal

Q: Hello,

Would you be comfortable adding to both here? Or wait for a better entry price? Long-term hold. Which are you more bullish on if you had to pick 1 over the other?

Thanks!

Q: A class action has been authorized against National Bank Financial Inc., RBC Direct Investing Inc., TD Waterhouse Canada Inc., Desjardins Securities Inc., CIBC Investors Services Inc. and Questrade Inc. seeking the reimbursement of currency conversion fees collected from clients

What would be in your opinion the expected gains for your average retail investor and the cost/benefit of the claim? It looks like marginal but I do not have a lot of experience in those class action suit.

Q: Hi, could you please explain the thought process for why you aren't big on average down?

Q: Hi 5i,
Dominari Holdings (DOMH) , other than the two sons of Trump association with this Co. Is there something here worth keeping an eye on??
thank you

Q: Good morning,

BCE seems to have broken up out of a wyckoff base lately. Do you happen to have any news of improvement in the company to support this price movement? I read that there’s been a little rotation into defensive stocks recently, but who knows.

Thank you!

Q: Could you please share your top 10 US names for long-term total return (10+ year horizon)? Can be a mix of dividend yield and capital appreciation, but I'm indifferent as to whether the company has a dividend or not. Also, no need to hit all sectors. Much appreciated!

Q: Now that BCE seems to have washed out is it perhaps investable again?

Q: I hate to ask this but I have to because I keep adding little bites of CLBT as it comes down and it won't stop coming down which means I want to keep adding more little bites.

What would you view as the floor for this share price? As much as you like it, can you see any reason for its continuing steady decline? Is there a worst case scenario that investors are exiting based on or is it just a lack of excitement/news? Lastly, are fundamentals improving or declining and what do you expect from their upcoming earnings?