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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: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.
Read Answer Asked by Yves on August 27, 2021
Q: Was up 30% on MG. Purchased at $84.50. Stayed too long at the party. I still like it longer term. I like the fundamentals. Do you if so why?
I hesitate to average up here. You have better insight on MG than I do. Also in my experience over the years September/ October are notorious months for market drop, I have 10% in cash for purchases just in case. It’s a large well diversified portfolio. Cyclicals make me nervous here.
Roy
Read Answer Asked by Roy on August 27, 2021
Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad
Read Answer Asked by Bradley on August 27, 2021
Q: Could you please some insights into the relationship between the number of analysts covering a company and the number of institutions holding that investment? For example, I was surprised to hear that TOI only has one analyst, while Yahoo shows 109 institutions holding shares. Is this simply because they were "given" shares from CSU? If that wasn't the case, how many institutions would you expect to be holding shares (roughly)? I'm trying to get a sense of what high vs low institutional interest looks like. Thanks
Marc
Read Answer Asked by Marc on August 27, 2021
Q: Hi 5i,

I have both tech stocks and now both have similar price. If I want to invest more for the current moment, which one have better potential for the long term.
Many thanks and please kindly advise.
Read Answer Asked by kwokwai on August 27, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: I currently have a 25% Tech allocation with the following stocks : OTEX, KXS, CSU, LSPD, REAL, TOI and MAGT. I am confortable with a little overweight in Tech since lots of growing quality companies are in the sector.
Reading your answer I understand you also have other favorites within the sector : SHOP, NVEI, DSG, etc..

I feel my list of canadian Tech companies (I don't bother buying US stocks, I just buy VUN...) is well balanced but I'd like to know if you would make any change, addition, substraction? Are SHOP and/or NVEI exceptional enough to consider increasing my overweight in Tech?

Thank you
Read Answer Asked by Julien on August 27, 2021
Q: Can you comment HIRE and PNG earnings?

Concerning HIRE i bought it because Hamed Shabahzi is on board of directors. Is it a good advantage or influence is not big enought to consider it?

Would you consider them HOLD? With market to all time high, i think investors will eventually look at smaller stock for more value.
Read Answer Asked by Francois on August 27, 2021
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