Investment Q&A

Q: In sports when teams are considering firing a coach the question is often asked, is there a better replacement before you pull the trigger? While I am not about to "fire" NVDA I am overweight (6.5%) and have trimmed it 4 times. Question is, what do I replace it with that looks like it has better future growth potential in this segment?

Q: I have recently read that actively managed bond funds or etfs, unlike equities or the same, have a better outperformance history. Can you please comment on this? Would you recommend buying into any and if so could you recommend some?
Also do you think there is more room to run from dropping rates?
Those referenced here are general passive funds.
Thanks

Peter

Q: Hello
I’m sitting on a fair amount of cash in Canadian dollars that I want to protect from falling against the US dollar without going through cost of conversion to US
Any instrument that I can use to earn some interest and hedge against an expected drop…I own a lots of ZSP.
Cheers
Peter

Q: Are these buying ops with recent developments,thanks.

Q: Hi,

This is a follow up to a question by Danielle, While XGRO sounds like a growth oriented ETF, can you please review it to see if it actually is. By my quick review it holds almost 20% in bonds and treasuries and its actual stock holdings (via ETFs) are run of the mill, not really leaning towards growth. Or am I missing something? Thanks.

Q: I've still got my now worthless XBC shares in my trading account. Seems its taking years to finalize the bankrupcy. Is there any benefit to leaving these shares or is it best to get rid of them and claim the loss? What do I ask the brokerage to do to get rid of these shares to produce the loss statement, since I can't sell them on the open market? Thx

Q: Hello 5i,

Could you recommend 3 ETFS that you would consider for a 70 years old retiree. My portfolio is currently 95% in Equities both in Dividend ETFS (VDY, ZEB, XEI and XDIV and individual shares (ENB, RY, TELUS, and BMO.)

Thank You,

Q: In the last 3 months, $DRX has declined around 30% with avg. 198K shares traded per day. The technical charts do not show any support until $2.11. How do you find out who is continuously selling the stock even though fundamentals have improved. If someone has greater than 10% exposure in the stock, should they be worried.

Q: Hello. What are the best ways to own actual bitcoin in Canada? Via a digital coin exchange/platform or via an ETF?

Can you recommend a platform and some ETFs?

What do you think about BTCC?

What are

Q: Hi interested on your opinion of Core Scientific Inc (CORZ), it has been attracting institutional buying lately? Does it look like a strong growth stock to buy?

Thank-you!

Q: Peter and His Wonder Team
I am not a gold bug but I can see the reasons why it is over $2700.00 and heading for $3000.00. I have owned this company forever and am almost even. I know it is small and will move in tandem with gold. Do you think it has any potential to go a little higher or is the price of gold already baked in. So is it a hold or sell? Thanks!

Q: I am interested in your comments/risk assessments of YieldMax Covered Call ETF's such as NVDY and APLY. They have been showing very high dividend yields. How sustainable are these yield levels. Are there any similar products available in Canada?

Q: Would you wait until 2025 to rebalance a TFSA with many losers or underperformers? Tax loss season, interest rates and american elections add a lot of unknown. Thanks.

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: Hi gang ,
Looking into buying TAN . It’s 52 weeks low. Any reason? Would you buy at this price? Any thoughts ?
Thanks. Alnoor

Q: I'd appreciate your thoughts on when to throw in the towel for stocks in taxable accounts. When companies in my registered accounts plateau or backslide, it's an easy decision to move on. I find it much more challenging to sell previously profitable stocks in taxable accounts. By way of example, at one point, I was up some 150% with TFII. That has now slid to just over 100% and it appears it will be a while until this cyclical stock recovers. In instances such as this, do you advise patience...or taking the tax hit and moving onto a company that has a clearer growth profile going forward? Thank you.

Q: Sometime a company's consensus EPS is declining at various points in the 90 days before the end of a pending fiscal period. I would think this to be a negative; what conclusion(s), if any, would you take from this?

And sometimes a company's Forward P/E is lower than its current P/E. I would think this to be a positive; what conclusion(s) if any would you take from this?

Thanks

Q: I have a question about 83410 .......is there anything good to say about RECO?

Q: Hi, retired 68 and living off my investments. No pension except CPP. Cannot collect OAS. Portfolio is stocks and fixed income about 70/30. Getting tired of worrying about individual stocks. Spouse not familiar with managing investments and simplification would be good if I passed. So was thinking of selling all and buying VBAL or similar. Leaning to XBAL due to better yield and returns. Questions:
1. in one of your posts you said you prefer to limit exposure to single ETFs. Please elaborate why. Would some protection be obtained with a 50/50 mix of VBAL and XBAL?
2. With North American markets at all time highs would this be a good time to do this or would some other time, such as a market downturn be better. Most of the funds are in registered funds so tax is not really an issue.
Thanks

Q: DOO has sold off considerably today and is hitting a 52 week low. You have given it a "B" rating. Is this a good entry point and, if not, suggest an appropriate price.