Investment Q&A

Q: How would you set up an income investment for a single senior expecting to need the dividends/distributions for living expenses. for another 25 years. It could be individual stocks, funds or ETFs, or a combination of them. The amount to be invested is $80,000 to $100,000 CDN. Half in a TFSA and half in a cash account, self directed.
Thank you for the great advice.

ou suggest 10-12 stocks

Q: I intend to reinvest the proceeds from the NVU.UN buyout settlement. I'm looking at TCN or IIP.UN as replacements. I'm leaning towards buying TCN to diversify a bit into the USA housing market since I also hold CAR.UN and to avoid the effects of the Ontario rental rates freeze. Total hold for the two holdings would be about 6%. What is your view of which of these options to chose and also would you suggest a third alternative?

I realize that market timing questions are almost impossible to answer, but given the very recent bout of almost irrational market exuberance, should one buy now, make a partial buy now, or hold off a bit?

Q: Would you pls recommend a couple of stocks in the lumber industry. I can tolerate medium risk and growth over income. I have no holdings in the sector. Thanks

Q: Hi team,

What are your thoughts on the Q out of food?

Thanks

Q: Please comment on earnings

Q: Hi, Could you please comment on NVEI earnings. Thanks

Q: With the $39 offer from Appollo would you suggest selling the stock now or is there a chance for a higher bid?

Thanks

Sheldon

Q: Is there a good ETF that covers the US large pharmaceuticals, either hedged or not? And if so which way is better right now?

Q: What source do you use to assign a "Sector" label to a specific company? Do you group similar sectors under your labels? Can you elaborate on the process you use in your portfolios?

I attempt to apply sector labels to individual companies in order to track sector weightings and maintain an awareness of the level of diversification I am achieving.
Keeping the number of sectors to a reasonable number (10?) requires grouping of stocks.

Currently I am using ; Consumer C/NC (10%), Finance (20%), Health Care (10%), Energy (10%), Industrials (10%), Technology (20%), Telecom's (10%), Utilities (10%). Industrial's and Consumer C/NC usually get a mix of companies thrown in there. The weightings are my loose guidelines, and I do vary from them quite a bit. i.e. Energy is currently at 3%, Tech at 40%.

I have a struggle controlling the Tech weighting due to positive returns of my holdings and the fact that so many innovative companies use technology in conducting their business and thereby are classified into the Tech Sector. (E.g. REAL is within the real estate industry however is placed in the Tech Sector.)

Any thoughts you can offer to provide me with a healthy perspective are appreciated. Thanks.

Q: Would appreciate your analysis of their just released Q3 results. At first glance, they look pretty solid.

Q: On November 10, Patrice asked about a list of dividend paying stocks; your answer provided a link to a list you had prepared. Is this list available on the website? If so, how do I access it - I looked and cannot find it. Is there other kinds of info that is available to your members and if so, how can it be accessed?
thanks

Q: What 3-4 US Stocks do you think are the best growth investment to purchase this week independent of sector?

Q: Sold Mogo at a huge loss a few years ago. But the beauty of a do it yourself investor is that we can revisit the stock a few years later. Perhaps now is the time to get back in this company.
Once burnt twice shy but I have revisited a few stocks over the years and was glad to get back in. Sometimes the timing is just not right. For example, I revisited absolute software and was rewarded.
What do you think of mogo now that there is a bit more interest in bitcoin and crypto?
Still very promotional by wernekle?

Q: Your thoughts on this stock as it’s moved down to the secondary issue price of $2.40 again?

Thnx for your awesome service for the small individual investor!!

Q: Hi Peter and Team
Its been quite the ride around the election and I hope things can be more stable. I have quite large cash positions for my RRIF, TFSA and RESP and will be placing more contributions in Jan into the latter 2.
Can you suggest 3 CDN and 3US from your Growth or Balanced portfolios that now make good "Buys" to my well balanced portfolios ? Is this a good time to put the cash back in for the long term?
Thanks for your continuing guidance
Peter

Q: As an income investor with some growth, I have some US money unused in our TFSA accounts. Could you give me some suggestions on US stocks you feel still have good valuations. I am lower in Tech, Consumer and industrial sectors.
Thanks so much!

Q: Hi 5i Team,

With the recent sale off on Gold and silver stocks, do you think this will be a good opportunity step in? If so, can you please list 3 best companies?

Thank you,

Q: Can you please provide your view on TDOC, is this a good entry point at current price?

Thanks,

Q: Hi group need your help to decide on reducing my exposure to gold and silver (20% of my portfolio) not liking the yield curve headed up with no sign it will stop this trajectory. Of course higher yields = lower gold and silver prices Your expert analysis on your thought's about reducing my exposure also Buy sell hold recommendations Thanks

Q: Why is Chartwell Retirement Residences up so much recently? What is their future in your view. Should I keep holding or sell while it is high?

Thanks.