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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: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!
Read Answer Asked by Nhung on February 09, 2021
Q: QUIS has been moving in the right direction the past few days. On Friday I believe it was up almost 10%. The only news I see that might account for the strength was the announcement last week that the company was using 2 industry veterans to assist with strategic growth. Is this significant? Do you see anything else that might account for the upward momentum? What is your current assessment going forward?
Read Answer Asked on February 09, 2021
Q: I own Real Matters (REAL), Topicus.com (TOI.v) and Flex Ltd. (FLEX) within a larger portfolio. I would like to sell two of these 3 companies. Which of the 3 has the best growth potential and would be the best candidate to add the proceeds of the sale to?
Thank you
Frank
Read Answer Asked by Frank on February 09, 2021
Q: Do you know how a Canadian can go about moving Bitcoin out of cold storage and sell-it? I found no Canadian institution that can do it, only two small companies. After what happened with Quadriga, I don't want to use small private companies with little history. Thanks!
Read Answer Asked by M on February 09, 2021
Q: Good afternoon,

I would like your position on PKG, their growth outlook and balance sheet. It looks like it starting to get a bit more traction but still a penny play.

Thank you,

Richard
Read Answer Asked by Richard on February 09, 2021
Q: I am quite new to investing and want your opinion on the current state of penny stocks. I started putting money in penny stocks 2 months ago and have alot of them doing well, too well, such as SCR//LUCK/MMED/EXRO/PYR/TAAT/EATS/GRN/GDNP/PKG that would go up 100+% within a month. And I noticed there has been a lot of penny stocks out there that would jump 50% easily in a few days on no news. The frothiness is really scaring me. Is this a phenomenon that is recent since the pandemic? Or has penny stocks always been doing this well for many years and decades? How do you see their "bubbly-ness" in the next 12 months? What percentage of one's portfolio do you think should be dedicated to these aforementioned relatively safe (larger market cap, revenue generating) penny stocks, assuming excellent income, 20-30 year horizon?
Read Answer Asked by Connie on February 09, 2021
Q: Can I have your thoughts on this US stock? Thank you.
Read Answer Asked by ANDY on February 09, 2021
Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!
Read Answer Asked by Kim on February 09, 2021
Q: I wonder if you think the risk level has risen in Couchetarde? The bmo analyst that follows the stock seemed perturbed when he heard Alain Bouchard saying unequivocally on a French language interview that he needs to be, wants to be and plans to be as big as Amazon and Walmart. I don’t think that it is ego pushing him to this. I believe he honestly believes this is the only way forward in the current market climate. Great if he could pull it off. But does this news not change the perception of this company from a relatively fast growth comfortably company to something far more risky?

Read Answer Asked by joseph on February 09, 2021
Q: This looks like a great opportunity to own a, if not the, leader in genetic testing and data, but it appears they will be losing money for several more years. Based on the current share value, do you have an opinion on the valuation and risk of investing in VGAC? Do you think it puts 23andme in play for Google or similar tech/medical giant?
Thanks!
Read Answer Asked by Mike on February 09, 2021
Q: In an earlier response you listed small caps that you liked. Are they in the order you would purchase (and do you always put responses to questions in the order you prefer)? Feb 2 21 5i I am interested in dedicating a portion of my portfolio to small & micro cap Canadian compagnies. What would be your top 10 recommendation as of today? 5I RESEARCH ANSWER: PHO, MCR, QST, WELL, XBC, STC, SYZ, KRR, CTS, AT,
Read Answer Asked by David on February 09, 2021
Q: Hello:

Doing a little cleanup and wondering if NA, BCE, SJR.B or HPQ are worth holding. For sure I have plenty of Canadian financial exposure without NA. I also hold Telus but wondering about dropping Shaw and/or BCE. HP seems to be on the upswing with COVID but is it a long-term keeper?

And then, if you think some can go, what might I substitute? NVDA for HPQ? Would US telcom companies be attractive?

These are held in RRSP, 20 year horizon.

Thanks for your excellent service.
Read Answer Asked by Marilou on February 09, 2021
Q: Is it time to start letting go of these long term bond ETF? Or do you see a role as part of a laddered portfolio? If so, what percentage of these long term bond holdings would you suggest at this point? Unless we have negative rates the only way is up? Not sure I believe that rates will be kept so low for much longer.
Thank-you.
Read Answer Asked by Debrah on February 09, 2021
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