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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: What are you thoughts on the FED meeting today? It sounded like the Interest rate path has not been decided yet, and would be revisited at the next meeting.

Do you think they can continue to kick the can down the road, and what are the implication if they keep doing so?
Read Answer Asked by Colum on January 27, 2022
Q: Hi team,

ARK invest has a new ETF: Ark Transparency. What do you think about it ? How does it compare to other ARK ETFs ? Would you buy any of these ETF now for a TFSA ? Which ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 27, 2022
Q: The last MF that my mom holds in her non-reg account is CI Canadian All Cap Fund Series X. All other (higher fee) MFs have been converted to low cost ETFs. If she sells, there's a capital gain to be paid. It's not a trivial amount but it won't trigger OAS clawback. If she were your mom would you suggest she convert this to an ETF as well or is the MER low enough to just let it be? Or is one's view of what the Feds will do with cap gain inclusion rate a bigger factor?
Read Answer Asked by Brian on January 27, 2022
Q: I own LSPD in a registered account and am just breaking even. Considering swapping it out for SHOP, which I suspect may be lower risk and a sounder investment going forward. Given the wild ride both companies have had recently, which do you believe will perform better in the long term (3-5 years)? Thanks.
Read Answer Asked by Maureen on January 27, 2022
Q: I have a 1/3 position of TLS at $20, and at some point looking to add more exposure to the security/tech sector. Your thoughts on this, and recommended way of going about it? Maybe add another 1/3 of TLS, start a small position in CRWD, combination of both, or pivot elsewhere?

Thx again.
Read Answer Asked by Henry on January 27, 2022
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted
Read Answer Asked by Ted on January 27, 2022
Q: Good day guys:
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark
Read Answer Asked by Mark on January 26, 2022
Q: Can you give me your read on ZPAY. Looking for an income component of my portfolio with a good capital preservation. The dividend seems high, which I like, but based on their holding leaves me wondering where the revenue is coming from and will it be a safe allocation of capital. Your comments on it trading below NAV would also be appreciated.
Much appreciated
Read Answer Asked by Francisco on January 26, 2022
Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
Read Answer Asked by Gary on January 26, 2022
Q: Hi Team,

On a scale of 1 (nothing alike) to 10 (identical) how do you rate the similarity to this tech meltdown with the late 2018 version?

Thanks
Read Answer Asked by David on January 26, 2022
Q: I see more and more questions about bond funds. A comment only. I will never buy another one. Even in a declining interest rate environment I had no success. Good luck in a rising environment. Laddering individual bonds in my opinion is not utilized nearly enough. Look at bond ratings when purchasing.

Paul
Read Answer Asked by paul on January 26, 2022
Q: Can you define "secular compounder" and list a few Canadian companies which meet that definition and which you would find attractive today?

Thanks,
Read Answer Asked by Peter on January 26, 2022
Q: For the infrastructure sector US and global - what would be a good ETF to reference. Do you have any high conviction infrastructure stock recommendations? Thank you.
Read Answer Asked by Patrick on January 26, 2022
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