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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: I feel I am over exposed in the Canadian Financial sector with TD and BNS making up 9% and 11% of my portfolio respectively. I also hold 20% VRGO. I wish to sell one bank and increase some of my US equity positions such as MA, V, CRM, MSFT, AMZN for more growth and capital gains. Long term outlook is 5+ years. Does this plan sound reasonable in regards to timing and outlook, and which bank would you prefer to hold?
Read Answer Asked by Shawn on February 04, 2020
Q: Further to my recent question about crystallizing gains to apply against capital losses, how would you implement this ? There will be 5 stocks that I will sell but will re-buy after 30 days, i.e. syz, engh, kxs, wsp, cjt.
In this market,
1) what strategy would you use for selling in terms of timing ,
2) would you temporarily replace with something else and if so, what would that be, and
3) would you do all 5 or just one at a time ?
Thanks again.
Read Answer Asked by Alexandra on February 04, 2020
Q: Investing in companies that are directly involved in the climate change space seems to be a big investment growth theme and that may explain the good performance of these stocks over the last while. New Flyer is included because of their electric bus component. Successful companies ought to see growing valuations.
Read Answer Asked by Murray on February 04, 2020
Q: Hello Gentlemen,
Are the above listed companies still buyable at this time?
Thank you
Read Answer Asked by Frank on February 04, 2020
Q: Hi 5I,

I need some clarification on your view of Syz. On Jan 29 a question from Rod on Syz top up yielded a "hold" response, and same type of question asked by Pierre on Jan 28 yielded a cryptic "fine" response. I too am looking at adding to my position (within target %) and came across an article in today's Globe stating CEO bought over $300k of shares in January. It would be great if your answer could delve into the potential of adding too/holding this company for 5+ years.

Thanks,
Chris M.
Read Answer Asked by Christopher on February 04, 2020
Q: Mid 70s couple with div and some growth focus need to put some US CASH to work. We own vz, qcom, vgt, dis. In what order should we top up and what better recommendations could you provide for div growth. Thanks for your input.
Read Answer Asked by Peter on February 04, 2020
Q: Please recommend forestry or resource companies in Canada that are secure and have the best growth potential. Similarly, which Canadian consumer ( defensive and cyclical) would you favour in terms of stability and growth. Thanks
Read Answer Asked by alex on February 04, 2020
Q: Have a small position in UTX(US). The company has declared a spin-off of Otis and Carrier which ( I assume??) will leave me with shares in three companies as opposed to one company. I tend to not like small positions as it is now three times more work to moniter. What would you do? Sell UTX now or just accept that I now have two additional companies to watch? Thanks Ron
Read Answer Asked by Ronald on February 04, 2020
Q: In a diversified RRSP, which two from above listed equities would be best chosen at this time (2-3 year hold) for income and some growth with strong consideration given to safety of the dividend.

Thank you.
Read Answer Asked by Tony on February 04, 2020
Q: Good morning, what are your views on Canadian banking industry, and what 2 banks would be your top picks?

Cheers!
Read Answer Asked by Steven on February 04, 2020
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