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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: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.

Thanks

Dave.
Read Answer Asked by David on November 25, 2020
Q: I do not follow the Canadian market at all, relying only on 5i model portfolios. I have done VERY badly on my TFSA held at a Canadian bank-owned broker ( iTRADE). I would now prefer to end the misery and hold only US- and European listed scurities in my TFSA. These are markets that I am familiar with. This broker advises it will not transfer any inter-listed securities from the Canadian side to the US side. (It would only transfer other US securities). This would force me to liquidate inter-listed securities, then buy US securities. I thought of withdrawing the entire Canadian $ proceeds, with the intent to reinstate next year the full amount withdrawn but in US$ . Question: do you know what exchange rate I should use to calculate the amount in US$ that I may deposit into the TFSA next year? Would the taxing authorities accept rates posted by the Bank of Canada or Bank of England? Any traps I should be aware of (if you know)?

Read Answer Asked by Adam on November 25, 2020
Q: Could you provide me with 3 U.S.A. based Industrial sector companies that have reasonably solid financial positions and good potential growth. Thanks.
Read Answer Asked by Gerry on November 25, 2020
Q: Pls comment on the potential of PSNL for its business. Thank you.
Read Answer Asked by Paul on November 25, 2020
Q: Hi all,

For AC.TO and SU.TO, they are just like brother increased more than 5% today. I have brought those two stocks half years ago and finally now back to profit. I want to thank you fro your advise and actually no need to wait for 3 years :)
Which one will benefit more after COVID? Do you think keep holding now, since both hitting the high price for 3-6 months. After the COVID, how long will last for those two in benefit the raise? 1-2 years? Usually, I have difficult to sell the stocks in high price, do you think they are good for long term holding for 5-10 years? What is the possible in short term one year target price? Kindly advise.
Read Answer Asked by kwokwai on November 25, 2020
Q: I own these three energy stocks. They are now in the positive, WCP up 74%, CPG 12% and TVE 7%. I think I'll keep WCP a little longer based on your answer to an earlier question, but with respect to the other two, should I just be happy I'm green again and cut and run? Or, do you see them rising with the sector in the coming period of positivity? Thanks!
Read Answer Asked by Kim on November 25, 2020
Q: I have access to Morningstar through the broker. Morningstar’s analysis is often useful, but its ratings of companies covered are puzzling. Nuts, actually. A business starts doing better than ever and its shares rise as investors come to appreciate the rising value. Just at that moment, in comes Morningstar with its downgrades. It beats up a company performing very well by downgrading the rating of companies whose results are improving to Hold or Sell. Conversely when a business is stumbling badly and its shares drop, up goes the rating from Morningstar. One understands when analysts downgrade and explain that they still like the company but that they feel they need to go from Buy to Hold on the grounds of valuation . I have not seen Morningstar explain their ratings in a similar manner. If one reads Morningstar’s narrative, is it best to ignore its ratings? This is after all what one tends to with “target prices”. Or, am I missing something important?
Read Answer Asked by Adam on November 25, 2020
Q: I know this company has just been listed on the New York Stock Exchange. And I believe 5i views it quite positively. Can you tell me why are you feel it is a good stock to buy and what are its prospects for the future. I believe they have been around many year's and are not that profitable at this time. Could you give me some insight into the company.
Thanks John
Read Answer Asked by John on November 25, 2020
Q: I originally (this year) bought a 2% position in EFL knowing it was higher risk.
It has since doubled and now 4% of my holdings. I do have a high risk tolerance and like to hold on to "winners" and especially during positive momentum. Has EFL moved too far too fast and should I reduce back to 2% or continue to hold. My initial reaction is to hold to 6% and then reduce.
Thanks John
Read Answer Asked by John on November 25, 2020
Q: Good day team,

currently reading a book on the coffee can portfolio and past 100 baggers. Interesting approach but it would seem that it's very hard to follow the principles in today's instant gratification world. That said, if you personally were to allocate a certain percentage of your portfolio to this approach, what companies on the canadian side give the most confidence that they 'could' provide outsized returns over a 10 year period.

Cheers
Read Answer Asked by Seamus on November 25, 2020
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