Investment Q&A

Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You

Q: It looks like ELF has missed it's estimates over the last 4 quarters. What are the chances they will do much better after the Christmas season?

Q: What is the outlook for commodities? Is there a one-stop diversified commodity ETF in CAD or USD? If not can you suggest a small basket of ETFs that would cover this asset class? Thank-you.

Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel

Q: Can you please comment on earnings.

Q: Hi team, is it too early to start picking away? Does the future look promising?
Thx

Q: What do you think about the allegations of security fraud with TMDX?

Q: This is a follow-up question to one I asked a few days ago regarding increasing Int’l exposure to my TFSA. Would the structure of the Global X Corporate class ETFs, eg. HXDM, HXS, HXEM, eliminate the drag of withholding taxes on the portfolio?

Q: Looking to park cash for 2 to 3 years in a low volatility etf with a decent distribution. I am looking at above mentioned etf and would appreciate your analysis or do you have other recommendations? Thanx.

Q: Hello 5i!

I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)

And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?

Thanks for your incredible service!

Q: Now that we’re closer to world war 3 should we go to cash? How do markets react during times of world wars?

Q: 5i is alway saying that they prefer an unhedged stock over a hedged stock. If you want to buy a US unhedged stock, but you don’t have any US cash, is it better to buy the stock in US$ or Canadian $. Please make the assumption that you are going to hold the stock for a long time and you believe the Canadian $ will come back at some point. Thanks for your help.

Q: hi,
I own both BCE and T - both down a bit now. can I get your latest thoughts on these 2 as a buy, sell, or hold. all else being equal, do you see the purchase of assets in Pacific Northwest USA as good for growth, eventually. and what do you see as the risk for a dividend cut for BCE and Telus? finally, if selling, where would you suggest to look elsewhere for some growth ( slightly beating inflation ) and good dividend yield?
cheers, Chris

Q: Do you have an opinion on VMD OR QIPT-Q. I hold both.
Thanks,
Guy

Q: I'm up 24% on ABBV in my cash account - down almost 50% since Trump was elected. It is currently a half position. I also hold ISRG in the same cash account at a 1.75% position. Considering selling ABBV and investing proceeds in ISRG, increasing this holding to 4.25%. (My other health holding is CLBT at a 2.5% weight in my TFSA.) Given tax implications/risk, what would you do?

Q: Galaxy Announces Private Offering of $300 Million Exchangeable Senior Notes due 2029. Thoughts? Market doesn't seem to like it.

Q: At what price would you initiate a full position in the following? Thanks!

Q: Based on growth potential only, would you prefer HPS.A or PRL?

Thanks for your service!

Q: Your thoughts on earnings please. Would you buy this dip if you had a starter position already. Thank you.

Q: My top holdings right now are (these are all primarily in an open account, but small portion in registered)
MSFT @ 9.18% of the equity portfolio (up 487%)
AAPL @ 7.47% of the equity portfolio (up 496%)
BCE @ 4.89% of the equity portfolio (down 16.52%)
Thinking of selling some of MSFT to rebalance and possibly AAPL to rebalance and selling some BCE for tax loss to offset some of the gains.
In the present market does this seem like good options? What could be purchased instead? I do rely on the BCE dividend for some income and might want to replace this. Will also be looking to transfer cash and/or stocks to TFSA's in the new year.
Are there better options in my situation? (the rest of the equity portfolio is fairly balanced except an over amount in financials)
Thanks,
Steve