Investment Q&A

Q: Hi, for smaller cap companies, what would be your max position sizing for someone that is a medium/high growth oriented investor. What are some criteria's you look at when sizing a position depending on if it is small, mid, or large cap? Beta/volatility, cyclicality? I'm guiding towards 5-8% for larger cap names such as CSU, BN, BKNG, GOOG, etc... and 2-3% for smaller names such as LMN, TVK, PRL, WELL, VHI, ATZ, etc.. I know for more volatile names, a smaller position can have just as large an impact in a portfolio. Thanks!

Q: I currently hold Nukz and would like to add new ZAP ETF. Is there an overlap in these 2 ETF or just increase NUKZ position

Thanks for the great service

Q: Has the outlook change (regarding Trump’s positions) ?

Q: I've been watching this stock for sometime. What is a better and best entry point on valuation that you find?

I don't normally pick up this sector hence the sideline. However it may approach a can't miss pullback.

What are your thoughts? Thank you.

Q: I have two daughters resident in the USA and would like to put them into something similar to VEQT and VGRO. Are there any Fidelity USA or Vanguard USA products you can suggest that have a similarly diversified mix

Q: I am 45% Canadian and 45% US, 10% international, what do you suggest this year? I would love to reduce the US but is there alternatives ?

Q: How can I find out who is buying IZO & the number of shares they are buying?

Thank you.

Q: Not a question but a comment on Lumine. I would think the recent woes of LMN have something to do with the CEO David Nyland taking a leave of absence.

Carl

Q: looking for safety of dividend and single digit capital appreciation. would you sell BCE and replace with 50 percent to TIH and 50 percent to either CAR.UN or GRT.UN. thanks Richard

Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?

Q: I am getting frustrated with AMT. It has a medium dividend, but seems to keep slipping away. It looked like it was improving last fall but then fell again. What are your thoughts? Is it time to take my small loss and move on?

Q: Everyone, if you could change one think about the investment industry, what would it be and why? Clayton

Q: Another newbie question here. I have RRSP accounts in both $US and $ CAN. When calculating the percentage a position represents, should I use the total worth of both RRSP accounts combined or separately? I really appreciate any help you can provide. Cheers.

Q: Everyone, what has been the biggest / best change in the financial investment industry when you started (Peter)? Clayton

Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish

Q: This share holders vote for GXE is a mess. I am reading other bullboards where share holders can't seem to get the form to vote for or against the proposed partial sale of GXE to CVE. They have the chance to chose if they want to take shares or cash as if they deal has already been approved. Is two months, considering those two months included Christmas, considered a short, long, or normal length of time for a company to make an announcement of a major change and the actual vote on the proposal by share holders? This deal seems very rush and communication from gxe has been minimal.

Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave

Q: I was looking to add to some of my steady, stable investments - including these two. Would you agree that the valuations are reasonable to purchase additional shares currently, or maybe recommend holding off on purchasing more of either/both of these, until the US tariff concern is better outlined - could this really depreciate the value of these railways?

Q: On Jan 21 2025, "IVV" the IShares core S&P 500 etf is up .84%, and yet the "HXS"etf, which is the corporate class etf based on the S&P 500 is down .93%. Could you explain how this can happen?

Q: In a normal world I would keep both of these for diversification purposes. But this isn't a normal world. It's a Trump world and Feb.1 is an ominous date to me . I have a 3% position in HDIV and a 3.5% position in HYLD.U . I am re-balancing for Trumpification purposes generally { individual Trump vulnerable Canadian stocks are being sold and cash is being raised . Likely somewhere around 20%-25% cash when I am done } } and will likely increase HYLD.U to around 9-10% when finished . Would you endorse selling my HDIV and using the funds to increase HYLD.U ? Selling one to buy the other will bring my HYLD.U to somewhere around 6.5 % before I decide whether or not to go as high as 10% . The decision on the increase from 6.5% to 10% will be made after I see just exactly what he has planned ..... The question really is whether you would endorse a move away from Canada in the short term with these two ETF's ? At least until the smoke clears ? Thanks for your terrific service ......Garth ......