Investment Q&A

Q: Portfolio Cleanup Part 5:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Q: Portfolio Cleanup Part 2:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Q: What is your view on EIF.Ca for the next year? I am rethinking the stocks in which I currently have losses. Is this one worth holding or is there one with more growth you would suggest for a well diversified portfolio focussed on growth
Thank you for all your help over the years
Donna

Q: I am a long-term dividend growth investor. I bought CGNX because it is debt-free and a leader in machine vision technology. I expected it to benefit from growth in the industrial automation sector. I also thought there was some possibility of it being acquired by a larger player in the IA sector. However I have been disappointed in its performance over the last twelve months as its growth seems to have stalled. I am considering switching to CNR, still in the industrial sector, but benefitting from overall industrial growth with less volatility. Would you hang in with CGNX for the long term or would you switch to CNR? I am also considering a sector switch to GOOGL which seems to have much better growth and ROIC than either of these companies. Which is the better long term investment?

Q: Entry point for AXON please? Wait for a pull back ? Thanks

Q: My brother in law is asking me about flow through shares.
Can you provide me with some pros and cons of flow through shares.
a sense of the flow through sales industry, i.e. % commissions on the sale of these products.
How risky are they in your experience.
Do the tax breaks / incentives actually warrant the investment?
The sales pitch is that it is for high income earners, is that really because, they are the ones who can afford to lose the investment

Q: what other assets might BCE be able to sell to bring down debt?

Thx

Q: SPHQ ETF seems to have a good long term total return performance compared to SPY. When I looked in more detail it looks like Invesco changed the index 3 times since it's December 6, 2005 inception date. I'm trying to validate the active strategy but it's seems difficult to make any assumptions. Is it common for ETF providers to change underlying indexes? I looked at other Invesco ETF's and it seems like they in particular do it for some of there other ETF's as well. I would appreciate your thoughts.

Q: Looking to add some longer duration bonds with inflation and interest rates dropping. You think this is a good move. Already own lpay, zst and cbil and looking for diversification, any other suggestions are welcome.
Thanks and have a great day.

Q: What’s your thoughts on these two names, is there value at the current share prices?? If so is this now a good time to step in or wait for more positive momentum…

Q: Hello 5i
Could I have your current assessment of Belden? It has done very well over the last 18 months. Can the growth continue? Any red flags?
Thank you
Dave

Q: Hello, can you please share your top 3 names ideally in the tech or industrials/manufacturing sector that most closely resemble Axon of 2-3 years ago:
- Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!

Q: Hello 5i,
Post if you like.
As per Kim's question today on drawdown of RRSP and other retirement holdings, there are a few things I have found helpful. Rita Silvan's article in MoneySaver Sept/24 "Boomer Candy" had some great points. Daryl Diamond's book Your Retirement Income Blueprint is worth the read. Finally a fiduciary planner/ tax plan.
Good luck.
Jeremy

Q: I was checking out this company on globeinvestor and noticed their distribution of 5 cents was only paid on 4 of 8 months and the other 4 months it only paid 1 cent can you verify this and also would you recommend this company for a 1-2 year hold for income…Thanks

Q: Hello,

I know this is a European stocks but I just want to get your opinion on this two. If you pick between this two which one would you pick on a 3 year hold and why? .

Q: What are your thoughts on starting a long term position in LVMUY at this time? How much do their fortunes depend on demand from China? Also, how big is their dividend and how much do they raise it every year? Different sites publish different numbers. Thanks.

Q: what is your option on the out look for 03mining or can you suggest an equivalent stk ?

Q: HI Team,
I was wanting your updated take on TTD. I have held it for a long time in my tfsa and am up nicely on it. Currently it's touched near it's 2021 high. Is it still among your favorite growth companies and worthy of continuing holding in a tfsa for the next 5 years? Do you see big growth from the company continuing going forward? IF not; please suggest a couple names in which you would confidently see as outperforming TTD over the next few years in which I would replace it with.

Thanks,
Shane.

Q: I am at loss with PIF. Thinking selling it and buying either ENB, FTS or HPS.A to add to my existing positions. Do you think it is a right move as PIF share price is not moving? a Which one of the above names has highest potential under current share price to buy as replacement of PIF.

Q: Hi, can i get your opinion on US hotel Reits and if you have to own 1, which one will it be and why?

Thank You