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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: Hi!

I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?

Thanks,
Jason
Read Answer Asked by Jason on February 11, 2022
Q: Hi Peter and team,

Do know where I can find institutions, such as Canadian Pension, etc, are buying LSPD or any other stock at current level? I heard some institutional buying LSPD, could you please confirm and have more information and list a few of such buying?

Thanks a lot
Read Answer Asked by Jinlong on February 11, 2022
Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave
Read Answer Asked by Dave on February 11, 2022
Q: I expected a blood bath this am with CPI at 7.5% and 10 year hitting 2%. The reaction is surprisingly mild. Even ARKK is up! Your thoughts please.
In spite of your 'do nothing headline' I checked out in January. Thinking of averaging back in or waiting for the Fed in March. What would you suggest?
Thanks Peter.
Read Answer Asked by Peter on February 11, 2022
Q: About 5% of my portfolio is comprised of SLF and MFC, of which SLF is about 2/3s today. Another 10% of my portfolio is Cdn Banks.
After today's movement, what would you think of selling MFC and consolidating into SLF?
Also, given the inflation sirens, what would be a reasonable amount of bank holdings and insurance co holdings?

Thank You
Read Answer Asked by Tim on February 11, 2022
Q: Up over 124% on this stock and 15% of an account should I pull some off the table? Unregistered account.
Read Answer Asked by mike on February 11, 2022
Q: I held a smallish position in Canada Goose, and was getting less optimistic about sales growth, particularly in China, and sold half early in 2021 at about $53. Obviously should have sold all of it.
Today's results were disappointing with regard to the outlook.

(1)Wondering what you think of the GOOS results.

(2) If I sell the remaining GOOS shares, I would add to an existing smallish position in one of Pollard Banknote, Park Lawn or Trisura. How would you rank these 4 companies, GOOS, PBL, PLC, TSU, as part of a balanced portfolio with a tolerance for risk?
Read Answer Asked by Dan on February 11, 2022
Q: Hi...Bill Harris on BNN today said that Avenue is no longer in Leon's. They had bought, believing in the pandemic impact that would cause people to stay home and buy a TV & sofa. Now, with the potential reopening post-Covid, people may soon prefer to go out to a baseball game and have a beer & hotdog (I'm paraphrasing). The result = Leon's may feel the impact. I am a happy owner of LNF...just curious on your thoughts?

Thanks....Steve
Read Answer Asked by Stephen on February 11, 2022
Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks
Read Answer Asked by Curtis on February 11, 2022
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