skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Nvidia has quickly become 5% of my portfolio. I love the firm but it's been a meteoric recovery. In 2-3 years do you see it higher or is it time to take some off the table? Same question for WSP which has doubled for me now representing 4.68%

I know allocations are personal - just looking for how you manage your winners. I typically have a 6% max threshold on any one stock.
Read Answer Asked by Don on March 22, 2023
Q: Retired, dividend-income investor. I hold AQN in my RRSP, bought it in 2011 at $5.60 (not a typo) and have trimmed it multiple times due to asset allocation. Not that it matters, but I am still up 15% over my ACB.

Looking forward is what really matters. AQN is up roughly 20% from it's low of around $9/share. Q#1 = Do you think AQN can continue their short term performance?

I hold AQN, FTS, TRP, NNRG, NRGI, and utility-energy stocks held within CDZ, ZLB, ZWC. Q#2 = What conservative utility or infrastructure stocks should I consider that might "fill the gap" in my current holdings? Please list 4-6 stocks for me to do further research on.

Q#3 = Should a component of "renewables" be a consideration? That was one of the reasons for holding AQN. Ideas?

So the bottom line is = what's done is done. AQN appears to be starting to recover and there is always the chance of being bought out.
1. Hold of sell,
2. Replace with what,
3. Include renewables?

Thanks for your help....Steve
Read Answer Asked by Stephen on March 22, 2023
Q: I am 74, retired with a good pension. 20% of my investment holdings are in laddered GICs, 6% in HFR. Remaining portfolio is in equities. If interest rates are expected to level out over the next year or 2, would you consider moving some fixed income funds into longer term fixed income? Keeping the same ration of fixed to equities.

Thanks very much,

Mike
Read Answer Asked by Michael on March 22, 2023
Q: Hi Team,
Any idea on why ATZ can't seem to catch a bid lately? Especially on a day like today...it's still down when other stocks in the sector are up today. I don't really understand where the weakness is coming from as everything in their last release and the future prospects looks points to the company firing on all cylinders so to speak. Should a person be looking at adding to a existing position here soon? Thanks

Shane.
Read Answer Asked by Shane on March 22, 2023
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%

BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%

10 year investment horizon.

Your thoughts are appreciated

Don
Read Answer Asked by Don on March 22, 2023
Q: i was looking for a better return than what the banks were offering on there money market td was paying me 4.05% on there tdb8152 money market account. i noticed today that cibc was offering 4.94 % for a monthly rate with a minanium $100.000 investment. on there cib238 money market rate. my question is why would a person invest in a return of 4.05% vrs 4.94 % other than the $100 requirement. how much more risk would be involved if i went this route. thanks
Read Answer Asked by allen on March 22, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!