Investment Q&A

Q: Hello 5i
I want to re arrange my TFSA and seek your advice, I own a lot of Topicus in my TFSA and have been considering selling it to buy something else, for two reasons. First, it is close to CSU and I have a lot of that, too. so, I would like to delute that concentration. Also, I want a US company with high premiums that I can sell options on. My preference would be Nvidia. But, because Topicus has gone down so much, lately, I would like to get someting good that has gone down as much as it. Therefore I was looking mostly at Square. APPs might give me a faster ride. < in both directions, thought!> but Square might be more reliable for a retired person. Appreciate any suggestions and, as always, respect and value your judgement

Q: Hi, Would XTR and VGRO compliment each other in an RSP totaling about thirty percent of the portfolio, thanks?

Q: Is Vertex Pharmaceuticals Incorporated a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: which ark ETFs would you recommend and how risky are they if willing to hold for several years?

Q: What are your thoughts on housing (I read that the average price is now $720,000 in Canada. If you could address thoughts on the rental market, reits, and single family dwellings it would be appreciated. Thx

Q: In general, what would be a good yearly return on investment in the stock market, and what do you expect for 2022

Q: What are your top 10 total US and Canadian stocks in the current market value? Also is it a good time to purchase NBLY at current value? Thanks

Q: What percentage of their earnings comes from the brokerage side of the business? In your opinion what effect will National Banks decision to reduce commissions to zero at their discount brokerage have on their earnings?

Q: With the recent pullback and the seemingly never ending concerns around inflation and interest rates, what 5 US and CAD positions do you see as oversold with excellent upside potential in the short term right now?

Q: SC & MC especially high growth tech cos with no profit have been hammered recently, Today even the big techs were attacked. Now that the Fed stated that it will increase tapering of monthly purchase & rate hike(s) likely sooner than later. Uncertainity is cleared up for now. So is it time to sell the high growth stocks with no profit like my aforementioned holdings. Would appreciate u views on each of them.All in the non registered a/c so can be tax loss selling to offset capital gains. Txs for u usual great services & views.

Q: please list your 5 favourite Canadian small caps that are currently profitable and forecast to continue be profitable in 2022 thanks Richard

Q: I remember in the (i.e. Nortel -- I even worked as a contractor there -- one of a lot of tech stocks) days when they participated in a massive sell-off which took years to recover. Is this deja vu so to speak?

Q: close to it's 52 week high and you are recommending it for TFSA now. Why are you bullish on this stock?

Q: Good day gurus,

I took the plunge on Arch a couple of months ago.

So far so good.

What do you think about its prospects/future trend?

Regards,
Dave

Q: Thanks for your excellent work. I've recommended your service to friends and you now have made new clients.

Why is ENGH hated so much ? It's in a downtrend for more than 18 months now and I thought that they would find a near term bottom here with the last quarterly earnings report.

Let's recap, investors hate high growth high valuation stocks. Investors also dislike slow growth and decent PE. Where do you see fit ENGH ? I thought we would see the end of the death spiral with this earnings report. Nope, so I guess we are now just a few believers like me and the founder of course holding the bag.

Q: Hi Peter, Ryan, and Team,

Even though I share your positive outlook of Stella-Jones in your recent answer to Stuart, could SJ be a good candidate for tax-loss selling with the intention to buy it back later?

Your advice is always valuable and highly appreciated.

Q: If you tune out the noise on this company, is this a decent investment?

Q: AR's drop in share price has been precipitous to say the least. The last news item involved two things: the Magino construction costs and Pete Dougherty resigning.

I have two questions.

1. Which of those two news items would be more likely to have caused such a violent drop?

2. Is this an opportunity to establish a position given the strong fundamentals of the company? (for instance TMX Money says p/e is 6.4 while the p/b is .60) Didn't Ben Graham say that the way to make money is to buy a dollar worth of a company for less than a dollar?

Q: Where on the website do I find the short sellers report? Ie. stocks subject to short selling which should recover strongly in January.

Q: Hi Team,
I am just wondering why APPS is not on the Apple platform? Also would there be potential to be in the future, and would this be a catalyst for them? Or is this an impossibility? Thanks

Shane.