Investment Q&A

Q: Dear Peter et al:

I know portfolio allocation is personal based on one's risk tolerance and age Cobo etc.,
Let us say that I decide personally to keep 50% in a defensive part,
can you give 3-5 ETFs for this defensive part of the portfolio?
Does Covered Calls ETFs play a role? Do Bonds play a role? Should one focus on solid dividend players.
I know from reading literally thousands of Q&A they all play a role! What I struggle is what percentages one should allot for each of these buckets:)
Capital preservation with mild to slightly moderate risk! Is that asking for too much?!

Q: My only small biotech investment (perhaps I should say Gamble) is Nervgen NVG. I am up nicely so I put it in the the "leave it alone" list of stocks that we have. Today it came to my attention that management decided to delist from the Canadian venture exchange since they have a listing on the Nasdaq (to save admin costs). I am fine with that but in the press release there was no mention of what kind of exchange rate we will receive since the Nasdaq listing is obviously in $USD. I believe that I bought our NRV in $CAD on the venture and not on the Nasdaq (our platform RBC shows that as well). So how does it work when a company delists from an exchange in one currency, leaving the remaining listing in a different currency. If you can give any additional thoughts or comments on NRV's prospects I would certainly appreciate it since it is a name that gets very little press.

Q: Hello,

Regarding Clayton`s question and you answer asked/answered on March 16, more specifically, point "3) Look for bargains if one has capital and time. "

Please recommend 3 bargains for the US and Canada.

Thank you as always

Q: Judith asked: "A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?"

What are the triple witching day events?

Thanks!

Q: What happens to all the outstanding GLXY shares on TSX will all of them will be converted to US listings. Do you think stocks will go down due to this incident.

Thanks for the great service

Q: Hello my 5i friends - We have positions in both PBH and L. I am thinking of consolidating into just L. Is this a meritorious move for the long term.

thanks Al

Q: Would you be a buyer of these etf's today and which would you prefer?Is there any reason to hold both?

Q: 3 questions about precious metals stocks.

With most gold/silver stocks now down roughly 20% - 25% from recent highs, do you think this is an opportunity to add to the sector if underweight, or is the sector rolling over and starting a downward trend?

Which do you think gold will hit next, $4,000 or $6,000?

If gold stays at around $5,000 and silver at around $80 for a long time are precious metals stocks cheap, expensive or reasonably valued at their current stock prices?

Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?

Q: I'm looking to move on from BCE in a taxable income-seeking account after a trading gain as I don't think the long-term growth prospects are all that compelling. I already own Telus, Royal Bank and 3 pipelines along with CPX. Would you have a few recommendations for a decent dividend along with some growth to compliment my portfolio? Thanks.

Q: Why APM price keep declining ? Which gold stocks are good investment at the present time days ?

Q: US treasury bonds held by this fund have continued a downward trend, now at its 52-week low just under $13. Is this a good entry point, or is the risk profile too high and unpredictable due to the Trump factor?

Q: It appears MAXQ will lease one of its launch pads to the Dept. Of National Defence generating 20M CAD per year for 10 years. Presumably the money is contingent on MAXQ finishing the construction of a launch pad for DND to use! So has MAXQ published a completion date for one of their 4 intended launch pads? Any other details about the lease you think relevant or a high barrier? One other thing…I know MDA has a seat on MAXQ’s board but are they a controlling shareholder?
Thank you,
Jim
Jim

Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane

Q: Hello! Thank you for all you do. Tax prep this year was an eye opener. I would like to simplify my life. I would like to simplify my US holdings for tax purposes by selling the individual companies an holding an ETF in Canadian funds which hold top blue chip US companies. I no longer want to keep record of exchange rates when buying and selling US stocks years later. Can you recommend some that have a low MER and a good yield?

Q: Can a cord has now settled it US problem and it's looking into the possible sale of the UK division. Stock is down a couple of dollars in the last couple of weeks. Do you believe this would be a good entry time. But it's your thoughts on this company.

Q: Being mostly a "dividend long term" investor ,I did not invest in tech stocks up to now, except for some specific etfs . Considering this kind of "switch" from tech to energy stocks in the markets,and new valuations of major US tech stock ,I just started to invest in this sector.What is your view versus the opportunities and timing for investing in major tech stocks actually ?

Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Q: Hi Peter
gold has dropped below 5000 and XGD is in decline
so is silver

I wonder what is the next support level of XGD , should one trim back and wait for a bottom to form?
thanks
Michael

Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down