Investment Q&A

Q: To follow up on Larry's question (Oct. 9), is it a good time to initiate a position?

Q: Hello Peter
I have been a member since the early lunching of 5I and I have done very well thank you. I also managed my family portfolios with success. My approach was and still is 100% Stocks with a growth tilt and no Bonds.
Now 86 years old, I am starting to transfer gradually to my heirs the proceeds of my stock portfolio. My heirs a son and a daughter both professionals have no interest in managing a stock portfolio.
I am thinking of converting gradually my stocks and their portfolios to ETFs such as ZSP 30%, XIC 30%, VMO 15%, VIU 10% and QQC 15% with the intention of rebalancing once a year.
Is this approach and suggested portfolio viable for the next 5 to 10 years, please do not hesitate to suggest appropriate changes to achieve for the long term capital preservation, a reasonable return of 8% and a certain peace of mind with minimum effort.
I always valued your wisdom and advice and above all I would like to thank you for your help to manage my moneys with success.
Raouf

Q: Hi, trimmed some ATZ today before earnings to manage position size, having a nice 120% gain but looking to rebalance some names and sectors. MDA and ZDC are two names I have smaller positions in but would like to add, currently around 1%. ZDC since breaking out Sept 18th has had a nice run and volume has been increasing. MDA has rebounded as well from the low 30's. AXON is another one I would like to add to, currently around 3%. Which would you prefer to add to currently? AXON and ZDC are trading a high fwd PE valuations so not much room for error in growth, but is the PE justified and can earnings grow faster than the stock price?

With the famous quote of "Water your flowers and cut your weeds", this is something I overanalyze when allocating funds. I have names such as TFII, TRI, DSG, IFC, WELL, ISRG that have been struggling lately, but you often mention that once we see a recovery in the sector, these could rebound quickly. But in the meantime, you have high quality stocks that have been holding up well that I want to add to as well. So often times, I'm trimming some of these losers as they go down, but then they come roaring back and now you only have a small position in these names. Also, I like to hold high quality names and let them compound instead of trimming them all the time. How do you best balance this dilemma? Thank you!

Q: What is happening with CPH? Are you still keeping the faith? Sell? Thanks. Cheers

Q: Your analysis of the Robex/Predictive merger would be appreciated.

Q: Please recommend vehicles for investing in the commodity natural gas.Thanks.

Q: RGSI Should we be snapping up Rockpoint shares while the company or whomever is selling them off at $24.50?

Q: Hello,
Any comments on the short report on BMNR. Supposedly the short seller had a similar view on MicroStrategy but the short aspect did not materialize. Tom Lee is well known so I am not sure to bail at this point or stick to it for longer term. Also, i was hoping to see a surge in ATRL after the announcements of the major projects but the stock hardly moved. Any comments please. Thanks very much.

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles

Q: Dear Peter et al:

People talk about Gold Silver ratio and say that it is time for Silver to breach 50$ mark and the next stop is 60. Of course the usual hyperbole is there on YouTube calling for 100$ Silver! (IF Gold hits 4500/5000, all bets are off for Silver apparently!) .

So, what is this ratio all about? Does it have some validity? A tradable instrument? I know you dislike price targets. Care to hazard a guess on Silver/Gold prices? Finally at what stage are we in this Gold VS Siver cycle? (I have heard anywhere between 2nd innings to 3rd and so on!!)

BTW I know you prefer Silver stocks and I know your picks from your previous answer to my questions. No problems there.

Q: Hi: it’s obvious that AI has boosted the market to new heights. My hypothetical question is, if AI was taken out of the equation, how well has the market performed over the last several years?

Q: Hi 5i,

Many thanks for your very helpful and thorough reply to my question on covered call ETFs.

I realize that I still lack some financial education to become a better investor. Since I work full-time, could you suggest practical ways to build up this knowledge? For example, would you recommend evening classes in Montreal, online courses, or perhaps a good reading list?

Thank you in advance for your suggestions.

With gratitude,

Jacques IDS

Q: I'm interested in joining the gold rush, but have no insight on specific gold stocks. Would you be able recommend the names of three gold ETFs that I can check out? Better still, would you be able to suggest three top gold stocks as well? Thanks.

Q: can you shed some light on why BAM shares had a substantial price drop on Friday ? Any correlation with the BN share split?

Q: Peter’s email today discussed CDRs
My question is - does this type of investment in US stocks contribute to the $100,000 threshold limit for reporting foreign property (form T1135)?

Q: With PRL's recent weakness, what do you think is a good entry point?

Q: I see no news that accounts for the drop- just someone bailing out? Good time to get in?

Q: Early September I asked a question about these two companies.
Hura has shown big increases in price while u.un
has gone nowhere
If you were to buy now would you buy Hura after this big run up ? Would you buy u.un also?
In your previous answer, you suggested buying both
Always
Thank you

Q: Good afternoon,

I am hoping to fill out a couple positions in my non registered account.

I’d like to do so while changing currency. Would it be worth selling the CDR, wait 30 days and rebuy in your prediction.

I’m assuming we may see some further downward pressure with tax season around the corner. What would be your strategy here?

Thank you.

Q: Help calm me down ! This stock has exploded and it’s in my TFSA ! Thank you, thank you.
With sugar plums dancing in my head I fear my
rational investment thinking has gone out the window but here it goes : GLXY it’s now 35 % of my TFSA and my TFSA is 5% of total investments ( banks, utilities etc )so it is roughly 1.5 - 2 % of total. The company has its toes in crypto and data centres, two of the hot themes of today, and seems well managed but I have been burnt before ( EGLX , TV. ) because of not knowing when to sell. I suppose position size, change in fundamentals, and valuation would be factors in making a decision. And if you sell, I should too, but until then hold on ?
Thanks. Derek.