Investment Q&A

Q: How do you think the European markets will do vs the US markets going forward 5+ years? Do you think the US market will outperform Europe or would you be in both markets? If so, what would the % split be?
Thanks for your service?

Q: What are your thoughts on FFH's current price, short term outlook, and LT outlook?
It has become a larger portion of my portfolio the past couple months, just thinking if I should trim my holdings a bit with the recent price increases or wait it out.

Q: There seem to have insider buying. What do you think?

Q: This is hypothetical.

I have $100K invested in a Canadian corporation which pays a dividend of 4% annually. Today that investment is worth $110K.
Do I take the capital gains which equals 2-1/2 years of dividends and look for other investments or look for this company to pull back and buy it later? Another option is to do nothing. Given the frothy market, taking the gain today looks like a good move.

For a registered account there are no tax implications. For a non-registered account there are tax implications.

How would you view this situation from each perspective?

Thank you

Q: Can I get your opinion of their recent results and future

B. regards
Ken

Q: Hello Folks:
It recently appears Tech stocks are moving opposite direction to industrials such as Cummins, Caterpillar, John Deere and others.
I would think the reason these industrials have moved up so much is based on an improving economy. If so why do tech stocks decline when these industrials increase?
Do you feel there perhaps continues to be more upside in these industrial stocks than tech? What are your views on these industrial stocks (including Honeywell) as longer term holds with aggregate an weighting equal to tech?
Thanks for your excellent service
brian

Q: Hello Team. I got a position in SVB Financial after being identified by the team as a good value at that time. It has done extremely well however it has corrected about 20% recently.
Last quarter seemed to be very good. What do you see going forward. Buy, hold or sell.
Thanks

Q: With the takeover of BPY by BAM.A , I thought the preferred of BPY would have jumped closer in price to the equivalent of BAM preferred. even though they said they will stay under a BPO sticker wouldn t they benefit from the better security abd credit umbrella from BAM. I see a possible trade here. Your thoughts?
Thank you.

Q: What are your thoughts about the relative potential & impacts to NGA (American company??) / Lion Electric (Canadian company??) and to NFI Group (Canadian company) of President Biden's Buy America policies?

Q: Could you provide an evaluation of these two US based, related companies, particularly concerning their potential regarding infrastructure spending.

Q: Would you buy agf.b for growth and dividend ?Phil

Q: I remember reading a question about old stock certificates and how to find if the company is still active but I couldn't find the reference in the database.

I inherited 500 shares Belmar Resources Inc. (an Ontario company) but have no idea who/what they are? What should I do to find out?

Appreciate your insight.

Paul F.

Q: Hope you and yours have so far successfully avoiding covid-19.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Fin Svcs 38% - BNS, GSY, RY, SHOP, SLF, US:BAM, US:JPM, US:MCO, US:V
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%

All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects aren’t worth the wait.
We’d appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.

Q: Which stock make sence in participating in Bitcoin related ?.

Q: Would JEPI be appropriate for US income and some growth with low volatility. What are pros and cons of this investment?

Thank you

Q: Hello!
I am underwater on my First Capital Realty shares (currently yielding 2.62%) and considering replacing them with Choice Properties REIT units (currently yielding 5.43%). Doing so would double my income from this position. My thinking is that CHP's income profile is more stable than FCR's. What are your thoughts on this trade? More importantly, would you make the switch now or wait for the economy to open up more? Once vaccinations are rolled out and the economy more or less returns to normal, does FCR's share price have more upside than CHP's? FCR's share price has rallied more in recent months.
Thank You!

Q: I am helping a grandson (age 22 in medical school) set up a TFSA with a small initial investment in one ETF. I am trying to choose between an international ETF (XAW or VXC) or a Canadian ETF (XIU). What would you suggest?
Many thanks.
Judith

Q: Do you know what factors have contributed to Mission Ready's huge increase in revenue growth (aside from winning better contracts)? From 2012 to 2018, the most they generated was 8.5M, and then as you've indicated, they generated roughly 21M and 60M in 2019 and 2020 respectively. I assume some of 2020's growth can be attributed to COVID, but 2019 and Q1-2020 not so much. Any insight into their recent success would be welcomed.

Q: With MRS the revenue growth is impressive. But I wonder how much of these new revenues are covid related (steralizing, cleaning, etc) and will dry up after covid issues subside? Any insight into how revenues are broken out among their offerings?

Q: I am interested in investing a portion of my portfolio USA market. It seems to me that the safest way to do this is through good quality ETFs with minimal dividend payout. Their stock market is far too large for me to consider managing individual stocks.
It is my preference not to buy a broad market index with thousands of stocks, rather to purchase ETF’s covering specific sectors that together more or less cover the major components.
At this time, which ETFs would you choose for ...
1.Health Care
2.Industry
3.Cyclicals
4.Value
5.Small Cap
6.Technology. ?
Financials and Resources are well covered in Canada.
Thanking you in advance.

Catherine