Investment Q&A

Q: Follow your balanced portfolio. I have about 15% of my portfolio in US funds. It is split with15% google and 85% vgg. Wondering if I should split my vgg with another us etf.
T Steve

Q: In other answers I see that you are recommending tax loss selling. My positions in PYPL and ROKU are down about 50% and they're large enough that the tax loss would definitely benefit me. However, I'm worried about selling them because I feel like if the market improves, they could bounce back to the point where my benefit from the tax loss is nullified by the missed bounce until I can re-buy after 30 days. (For reference, if they bounce back to their early April prices, that would outweigh my benefit from the tax loss).

On the other hand, I think both are attractive at today's prices so if I don't sell for a tax loss I would probably add a bit to both positions.

Do you like PYPL and ROKU at today's prices (to add to current positions) or do you think they're better targets for tax-loss selling and re-buying in 30 days?

Q: Just a reminder that there is some detailed info on Norbert’s Gambit In the forums under the heading Trading & F/X Strategies. Additional entries with newer information are always welcome.

Q: How is GDP and its growth measured ; by $ amount or # of units ?
For example, if GDP growth is 3.1 % dollar growth but inflation is 5.1% is the economy not contracting?

Unit measurement seems to be the more accurate measurement.

Thanks. Derek

Q: Is this a good time to initiate a position in NPK?

Q: Could I get your opinion/information on ACME Lithium? Owners own on much?

Thank you.

Q: I've owned Pender Growth for a long time and done very well. I've accepted the high fees and volatility as the price of ownership.
But , it's now heavily concentrated in one stock - Copperleaf - and has followed CPLF's downward trajectory.
Want to make sure I am understanding this correctly , because , if so, this concentration puts me beyond comfort level with dollar value tied largely to the fate of CPLF.
Your general thoughts on PTF and its current composition appreciated .
Thank-you.

Q: My portfolio analysis indicates I am somewhat uderweight in basic material. My present holdings are FNV and NTR. Now that I am retired, my risk level should be considered low to moderate. Dividends are not particularly important. Could you suggest 2 or 3 companies in that sector that have good prospects over the next 5 years. If none are particularly interesting at this time, I would rather wait. In the same vein, could I suggest adding the option of searching by specific sectors in Questions? Thank you.

Q: Hi Team,
Can you suggest some lithium mining/mfg companies in North America and or other parts of the world for a long term - 4-5 years holding? Please deduct credits as needed.
Thanks As Always,
Tak

Q: Your thoughts on this company?

Q: For a long term income play, would you pick up any one from above ETFs today and why? thank you!

Q: HI team
there is alot of talk of developing Hydrogen energy in Alberta for the future
are there any stocks such as Su, CVE, atco etc that is crucial in the future of this clean
hydrogen energy that investors should pay attention to? thanks
Michael yu

Q: Two questions
What do you think of the first quarter result's? better then last quarter?

Also why did this come out a less then a month after the fourth quarter results?

Did they have some reporting issues?

Q: I would like your opinion. Would you buy it for income and some capital appreciation?

Thanks,
Milan

Q: Looking at one of these conglomerates in my US Spousal Rsp. All seem similar in their business mix however, BX offers higher dividend and has the largest market cap. BLK seems to offer an outsized dividend and trades accordingly.
Question, for a long term Rsp hold, which of the three is most compelling

Q: I have a small position in Otex in my Tfsa and would consider selling to add to Kxs for a 2 to 3 year hold. Could you please compare outlook for both and comment? Thanx.

Q: Looking at investing in these 3 stocks. What do you think the short term outlook for these 3 are and if you had to choose one to invest in which would it be. Thanks. Steve

Q: I am currently managing my TFSA/RRSP funds and some money outside of registered accounts, which are largely individual stocks. With the market volatility, potential recession and war in Ukraine, I am finding it more difficult to keep on top of the individual stocks and am therefore considering going to ETF's. I am a year away from retirement but would be ok with more risk in the TFSA/RRSP's.
Could you please suggest 5 ETF's for the registered accounts and 5 ETF's for the non-registered accounts.
Thank you,
Jacquie

Q: Seeking a suggestion for a proxy for a tax loss sale on Digital Turbine.

Q: Hello 5I,
I am down over 60% and am wondering if I should move on? Is this the best stock to stay in to not only recoup my losses but then add gains in the longer term or is this story broken?
Thanks
Tyler