Investment Q&A

Q: I have 5i for its portfolios which I follow, invest and succeed with as I update with you each month (thank you very much!). I also have Mornngstar which provides a different view of my portfolio and access to assessments of companies in my portfolio and relevant information. As a DIY investor I believe I need to be informed as to what is happening thus I look at my portfolio every day even though it is said you need to look at it only once a year! Simply Wall ST. is another venue for portfolio information. This shows my portfolio, again, in a different light. Since I only depend on 5i for the most part (sometimes I sell a loser earlier than suggested or add to winners) and its portfolio analytics, and since I do not really act on the information provided by the other companies but it is comforting to know and explain about my portfolio.
MY QUESTION IS: Do I really need Simply Wall Street and Morningstar?
Stanley

Q: On April 19 you responded to a question, stating the SI of GME was 19%. Where do you get that data. And is it the same today? Thanks

Q: In a recent question a subscriber described their portfolio as a percentage of balance, growth and income stocks. What stock parameters would you suggest that I use to categorize stocks into balance, growth and income stocks. Thanks … Cal

Q: If I have a significant carry forward loss but have a small cash position in my non-registered account [mainly fully invested], does it make sense for me to move funds from my TFSA into the non-registered account to try and make some capital gains to offset the loss? In either case I would not be taxed on any gains.

Thanks...

Q: Hi Peter
please comment on ITB iShares US Home Construction ETF.
The Pros and Cons of owning it.
Buy, hold or sell?
Thanks Ronald

Q: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views

Q: I am interested in Barrick Gold as a Gold/Copper play. I would like to know what percentage of revenue comes from copper and can your crystal ball indicate if this portion is likely to increase or decrease.
With appreciation
Ed

Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks

Q: If you had 100,000 CAD cash to deploy, what are your top picks from your Growth/Balanced Equity portfolios you might consider buying today. Especially interested in you helping me identify the ones getting hammered these days with the current market volatility.

Thanks for your help.

Q: I sold half my position at $5.20 when the bottom was falling out with the intent to buy back in later. Sounds like you're still positive about the company with the added risks. Looks like we are reaching the price level I told myself I would buy back in. Do you believe its oversold at this point?

Q: Good morning,

What are your thoughts on PLAN in this market environment? WOuld you be comfortable taking a position at this price?

Thanks as always

Dave

Q: Hello, when looking at investing in fixed income ETFs, such as XBB and ZCS, is the yield-to-maturity number more important than the current distribution yield (after looking at duration)? Thanks.

Q: I am in a loop of indecision and would appreciate guidance. I am retired and for the past year i have been self-directing a portion of my assets while the balance sits in cash. I am now ready to start to deploy my remaining capital into the market. I am looking at a medium risk profile and would like to derive income from the portfolio in the next two years. I get stuck on how to allot and diversify my portfolio. Can you please comment on this general approach.
14% finance, 14% energy, 14% materials, 14% industrials, 7% utilities, 9% communication tech, 9% defensive consumer, 9% consumer discretionary, 5% real estate, 5% healthcare. I will use a combination of stocks and ETF's. Thanks.

Q: Is an update for the "Canadian Stocks That Pay US Dividends" blog planned? - the current list is 2 years old containing names like ECA (now OVV and Denver based) and BHC which I show as having no dividend. Others like BEPC and BIPC could be added and the list might be amended to include current yield to be more useful to income investors. They may be other adds or deletes too...

Q: Given Apple is restricting personal information flow used by advertizers, hence the Facebook, Google wars, are these companies detrimentally affected? If so, which company would suffer most and which least?

Q: I am considering adding to my position. What would be a good entry point?
Thanks
Rick

Q: I have been searching for quality emerging market stocks with only moderate success to date. Does your information suggest that either of TIMB or VINP have the financial and marketing wherewithal to be strong long-term choices? Diversification and, to a lesser extent, income are my primary goals. Thanks!

Q: Hello Peter and Team
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf

Q: STC is supposed to report on 5/27 (about two weeks from now). What are the expected EPS, revenue and net income figures? As well, what would we see in the future guidance? Thanks.

Q: Hello again your thoughts on Cemex please thanks