Investment Q&A

Q: what percent of an all equity portfolio would you be comfortable allocating to an ETF like SPY or an Asset Manager like BN or Berkshire?

Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%

Q: I have held PBH for 5 years now. I like the increasing dividend and have seen a small amount of capital increase as well. I just added to my position. They are forecasting an increase in sales and EBITA of 50% or so over the next 3 years. With all the capex being spent on expansions some of this should help expand the margins as well. If this all works out I expect there is a reasonable chance of good capital expansions in the future as well as the dividend increases I have been getting. Any thoughts.

Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?

Q: Retired dividend-income investor with a concentrated portfolio. My main exposure to the Healthcare sector is LIFE. I currently have over 4,800 shares and am contemplating adding another 400+ shares.

I like everything about LIFE, except for the liquidity. It trades, depending on the timeframe, roughly 12,000 to 17,000 shares/day. I understand the market can either make or delete shares as needed.

If I needed to swap out of LIFE, I could purchase HHL which has better liquidity, but a higher MER. However LIFE is held in a Cash account and would generate some capital gains.

I asked this exact same question 1-2 years ago and thought I'd check in to make sure a) you were still a fan of "LIFE", and b) you still agree that, as a long term hold, you are not concerned with the liquidity under my circumstances.

Thanks for your help....Steve

Q: Appreciate your thoughts on VOXR,VOX ROYALTY.Australian company.Thanks.

Q: Good Day

I know I have an apple and an orange here but... I have a 1/2 position in CNQ and am into DOO at $100/share. I think I can get a quicker return by selling DOO and buying the other 1/2 position in CNQ. What does 5I think on as it pertains to the possibility of getting a quicker return over say the next 3 years.

Carl

Q: Because the stock symbols are distinct can I sell BEP.UN at a loss and then buy BEPC within a week while booking the loss?
With appreciation,
Ed

Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks

Q: For gold, I've always liked your idea of holding the real thing. I therefore followed your advice to have PHYS which I hold as an insurance rather than for trading.

I'm looking to build the same thing in Bitcoin for about 5% of my portfolio. Can you recommend an ETF or fund that is based on holding bitcoin (rather than one that places bets on it).

I'd like to know your opinion on the best one in CAD and in USD. Since I'm holding it for the long term, would it be better to covert to USD and hold it all there?

Please also give your opinion on the 'insurance' strategy and whether you think 5% of each of gold and bitcoin is a suitable amount for this purpose.

Thanks as always.

Q: Your opinion please of this new Global X ETF.

Q: I've held LMN for a number of months and, as noted in other questions, it seems to have stalled. Do you believe TVK would offer greater returns over a three year period? Thank you.

Q: There has been a precipitous drop in APLS in the last few days. Any news on the reasons and the prospects for the future.

Thanks

Thomas

Q: would appreciate your view on blm.
thank you

Q: Hello,
I am mainly a growth focused investor and recently sold BYD leaving WSP and TFII for my industrial holdings. What would your top 3 picks be at today’s prices for CAD industrial names? Also top 3 CAD outside the industrial sector?
Thank you for your service

Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!

Q: I have a incorporated small business with some excess cash. I am taking out a small amount every year but the bulk will not be needed in the next ten years. No new cash will be added. I was thinking of investing half in EIT.UN and half in ZSP, but both are near all time highs. I would also be fine holding a handful of individual stocks. Would you have some suggestions? Thanks!

Q: I have a 3% weighting in USD RRSP account, would their be a better bond play/recommendation than this for capital appreciation in USD?

Q: Hello 5i
Could I have your current assessment of FTAI
Aviation? I see it is a top five holding in IWO.
Thank you
Dave

Q: Forgetting that these two companies are in different fields, which one would you choose to put your money into? Or maybe neither?

Q: Hi Peter,
US Central Bank finally starting to cut interest rate; however, several days last week and today, the yield for 2 years to 10 years treasuries are moving up. What is the reason behind this disconnect? Also, if my aim to purchase bonds is to maximize my capital gain resulting from interest rate cuts, is it better to invest in Target date bond index ETF like RQS, rather than buying an open end bond ETF like XBB? My understanding is that if I hold my Target date bond index ETF till maturity, my capital gain would not be diluted vs constant bond renewals in a typical bond ETF like XBB. Thanks.