Investment Q&A

Q: Re (Arthur Q from 9 Feb 21): "Am replenishing my wife's empty TFSA with CAD.76,000 from home loan 2.95% p/a variable".

I might add that the cost to borrow $ is not tax deductible if the money is invested inside a TFSA.
SP

Q: I need your best suggestion on "international" stocks (holdings). I'm happy to do the homework if you can make some recommendations. I have a decent sized portfolio and a pension, having only minimal international exposure at this time. This is for my RRSP. I have a 17 year investment horizon. Your portfolio tracker suggest 20% so that's 4-6 stocks?

Q: I need some fixed income suggestions for my RRSP. Anything you particularly like at this time? I know its fixed income but I do have some risk tolerance and a 17 year investment horizon so open to something that pays more than .0000012% interest. Appreciate your thoughts :)

As always.. amazing job team!

Q: TMO is a company I’ve always admired and I see it’s back to November levels. Is it an opportunity here or has an issue arisen? If good, is it a worthy compliment to ABT and ABBV which I own in the health care sector? Thanks

Q: Hi Team,
Thanks for all the good advice.
Wondering what your thoughts are on Marijuana ETF's, and how would you rate the following ETF's. YOLO, CNBS, MJ, MSOS?
Thanks so much.

Q: Hi. What are your thoughts on the companies mentioned above? Would you consider any of them a buy today?

Q: Which is the best way to play the Russell 2000? Thanks!

Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!

Q: Can you enlighten me on Bitcoin.
I was under the impression that it was illegal in the United States to use any form of Money for the purchase of goods, other than dollars issued by the Federal Reserve.
Thanks Gord

Q: Hello Team,
Which vehicle do you prefer for bitcoin exposure between QBTC.T and MSTR and why?
Thanks,
Barry

Q: Please provide a total of 12 stocks(Can.& US) that will do well in inflation. By the way,what are the chances of inflation even though the Fed is keeping rate low as long as possible.Thanks for u usual great services & views.

Q: Hi. Can I have your views on the following scenario: Currently Canopy Growth is sitting at a market cap of 21B. Aphria + Tilray at about 13B. If I am not mistaken, Aphria + Tilray beats Canopy in all the important financial metrics. Does Canopy have a better future growth profile then Aphria + Tilray, or is there a market mismatch here? (APHA up 13.5% today...)

Q: For a conservative investor, how much overlap is there in a portfolio comprised of xtr, zmi, pinc, and vrif? Thanks.

Q: Which one do you think offers the best return over the next 5 years.?

Q: Bonds are one place that I do not understand well. Can you point me in a direction where I can learn more about bonds, especially related to predictions of interest rate rises over the next few years.

Q: Would you please recommend a couple of inverse etf's or bear funds to hedge the current market enthusiasm. Both Cdn and US pls. Thanks.

Q: Sold a put for OSB expires April 16, 2021 $44.00 strike. As things are now, my investing account showes a $492.00 loss. I find difficult how it shows a loss when OSB was taken out at $56.00 (give or take). I'm guessing that $12.00 is being discounted for difference in strike and take out price while approximately $30.00 extra for the WFT is being baked in. When the option expires will I potentially be holding 100 shares of WFG?

Q: What entry price would you recommend for NVDA?

Q: Responding to Wilson on Dec 21 you stated that Acuity Ads was moving up based on a "comparable valuation move" relative to TTD based on "price to sales" and that "momentum in the stock is about the best we have seen".  Valuation relative to competitor MGNI was also mentioned in your response.  Since then AT is up approx 40% while TTD is flat, and MGNI has more than doubled.  Please provide an update on the current relative valuation of AT, TTD and MGNI using the price to sales metric (and any additional metric that you feel may be relevant).  Do you consider AT to still be significantly undervalued relative to TTD and MGNI?  Looking ahead, is it a takeover target?  Do you think that the current momentum on AT will push it higher?  Are there any catalysts on the horizon that may push it higher?  Thanks to 5i I have a substantial position in AT with a cost base of $1.46.  I really like to let my winners run but sitting on a holding with a 19x gain, I need to decide if/when to liquidate some of the position.....thank you.

Q: What is your opinion of Invesco International Fund Series F or other Invesco International Fund Series?