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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: If you had to invest today with a 3 - 5 year horizon in the consumer discretionary space which one are you taking? Its also ok to say either or if that how you feel - I can buy both.

I just need a little more weighting in this sector and am waiting for your response!

Thanks for the many years of guidance! Member since the beginning!
Read Answer Asked by Patrick on July 20, 2023
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Read Answer Asked by Alexandra on July 20, 2023
Q: Hi,

Reviewing the Q&A section, I see you are positive about PLTR but have cautioned that it is expensive. I reviewed research reports on iTrade's website and see the analysts have a SELL rating!! What is your current take on PLTR?

I would like to initiate a small position. (Use your suggestion to buy one third now, one third later and finally full position.)

Also what are other companies that you would suggest as an alternatives, if not PLTR?
Many thanks.
Mano
Read Answer Asked by Savalai on July 20, 2023
Q: Hello,

Looking to add to my current positions in these companies (registered account, 10+ year time frame). If you could please rank them in order of potential upside that would be great (and if there is a company you would stay away from, please indicate).

Thanks!
Read Answer Asked by Satish on July 20, 2023
Q: Hello Team,
I was looking at buying positions in both or 1 of LMN and Ats. However both have been on a sort of run lately , especially LMN. Should I wait for the next pullback to buy into these names? I know you’re not a fan of timing the market but looking for your take here. Thanks

Shane
Read Answer Asked by Shane on July 20, 2023
Q: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you
Read Answer Asked by mike on July 20, 2023
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike
Read Answer Asked by Michael on July 20, 2023
Q: Hi,

To a question asked by Alexandra on June 26th, not even a month ago(!!) you felt 250 would be the next level of consolidation.( I am paraphrasing here)
It is 300 now. Would you like to hazard a guess how high this could go! I "get" the momentum factor, Ai phenomenon etc., Still this thing is mind boggling! Whee is it going to end?!
Read Answer Asked by Savalai on July 20, 2023
Q: Hi, We have held a full position in ENB for many years and added a 1.5% position in TRP about a year ago, at $60-61, in a Non-Regd account, for Income/Growth.The investment, however, has been a huge disappointment. The endless cost issues with Coastal Link pipeline project and no clear timeline is now widely known. Are you aware of any catalysts in the near future ?

Over numerous comments, you have clearly indicated your preference for ENB and there being no particular need to own both companies. Based on the current scenario, would you support moving out of TRP ? Now or wait for the quarterly results ?

And, if we decide to sell the whole position ( and at least book the capital loss), what would be a reasonable price level you would use?

Thank You
Read Answer Asked by rajeev on July 20, 2023
Q: Scotiabank Canadian Low Volatility Index (2 year) Minimum Guaranteed Return 4%, Maximum Full Term Return 11%. A friend has it, she can't explain how it works.

Could you please explain to a person like myself who cannot understand how someone would get 11%, would it still take 2 years to get the 11%?

What is the minimum amount to be able to purchase this?

Are these things something knowledgeable financial individuals like yourself might buy?

Thank you.
Read Answer Asked by Ross on July 20, 2023
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