Investment Q&A

Q: Further to my question , you answered this a.m. Why is there such an amazing difference in performance between (all one month)?
QBTC- 26.5%
GBTC- 47.13%
BTW-80.79%
Agnostic to currency which one do you suggest and why?

Sheldon

Q: Hi team,

What are your thoughts on this company's growth potential over the long term? Would it be an attractive entry point at current valuations?

Thanks,

Q: Hello

Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike

Q: Hi team

I am aware that you do not put alot of stress into seasonal trade (seasonality)
of a stock
I would like to find out what is the seasonal trade trend (months or time of year)
for Methanex, looking for an entry point for a half position,

thanks,
Michael

Q: I recently bought RCI.B after the pullback on lower earnings, thinking it would be a good defensive name with room to grow post-Covid. Since then it has languished with a steady slow fall . I already own Telus and BCE. Would you advise holding on and waiting for better times or selling now?

Q: Hi! What is your short-term and long-term outlook on the above companies? Also, what are the differentiating factors between the various crypto miners? Do you have any favorites? Thank you!

Q: Do we have a copper ETF in Can$ or would you pick a Can CO. that produves copper .Thank you

Q: Hi Peter,
from your article in the Financial Post, could you elaborate on the effects of inflation or deflation on a portfolio?
Thank you.

Q: Do u think owning both TFII and Magna would be too much correlation, or do you think they may compliment each other? I own Magna but wanted to buy TFII also, thanks

Q: Real Matters has experienced weakness in the last few months (as most of your readers know).

But in the past week, there was a gap down and I think it has more to do with their competitive position in the market related to the pending merger between CoStar and Corelogic (which I would think is Real Matters competition). What do you think about this? Do you know if this will have a material change in their ability to gain market share in the Appraisals business?

Q: Hi, may I have your thoughts on Corning. Is it too expensive?

Q: Can you please give me an update on AKU. Is there future potential. Buy, sell or hold.?

Q: May you please compare these two stocks and advise if you have a preference between the two of them, with an explanation as to why.

Q: Hi 5i
Clovus health was recently subject of a short sellers report by Hindenberg and the stock has tanked.
Are you able to provide an opinion as to the merits of the claims?
Would you would be interested in this company going forward, would you wait for clouds to clear or maybe steer clear altogether. Risk level?
Can you provide a few suggestions for couple alternative companies in similar space?
Thx
Jim

Q: Hi 5i
My son-in-law has a Registered Disability Savings Plan, and I'm going to help him to invest and manage the money to achieve growth with low to moderate risk. He's only 30 so has many years to grow his (and the Government's) contributions. Presently, he only has a mutual fund in it, the Mackenzie Ivy Global Balanced Fund which I've discovered has a 2.38% MER.
Firstly, I'd like to replace this mutual fund with a low cost ETF that is relatively safe but can still show some good growth. To this end, can you recommend two or three Canadian ETFs that might be suitable for me to do further research on.
Secondly, in addition to an ETF, at this time he wants to have some single stocks in the RDSP as well. Can you please recommend three or four Canadian blue-chip type growth equities, and that would be of interest to a millennial...so not too boring : )
Thank you!

Q: Do you have a preference between these stocks for a long term investment? Would you recommend purchasing an etf instead of a few stocks for exposure to the renewable energy sector?

Q: I own a cross section of the Brookfield companies for a long term play. would you consider them a economy recovery theme?

Doug

Q: Apples vs oranges vs olives question....
I still hold SJ and just noticed internalized that it has been dropped from the portfolios. Only a half position and I have some cash to invest so looking to maybe sell it and buy a new full position. My portfolio is well balanced although selling SJ will make me a bit light in materials so might prioritize a materials stock like CCL or AEM. Problem is I dont like non voting shares and I historically have timed all my mining purchases poorly....seem to buy on the highs in that sector...In general I am a balanced portfolio follower with tendencies to start buying more from the income portfolio. So looking at stocks in the portfilio I might look at adding a full postion can you rank best buys right now with +5 year hold. SJ ( hold and add to it), TFII, CCL, AEM, BCE, other non financial/ non industrial from the balance/income portfolio high on your list buy list right now.

Q: If you where to choose currently .....with a view to one year horizon...which offers more potential return? Bam.a or Bbu.un?Why?

Q: Your thoughts on this company. Do you consider a strong buy?