Q: Hi, All these companies are on 5i's recommended list and have been added to Growth portfolio, in the recent past and have done well. Kudos to your Portfolio Team !!!
If the Balanced Portfolio had Cash available and room to add to Industrial/Material sector, which one/ones of these will qualify and be your choice ?
Also, if one owns all above companies, in small positions, in what order would you add, based on their respective valuations, presently and why ?
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
Q: Everyone, my neighbour just bought a ‘Back to the Future’ car with spoilers and all - yes he really did - and last night, without his knowledge I used it to go back to 1981. Then I used my life savings of $10000 to buy 125,000 shares of Apple stock. After the market closed that day in 1981 I flew back home to today. Now, I want to buy a stock from the next big growth industry AI. If I could buy just one stock, what stock would I buy? Clayton
Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Q: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? And perhaps an entry price level. Thanx.
Q: Some ETFs seem interesting but the market cap. is relatively low( 100-200 millions $).What is the risk to invest in those ETF and in such case, what mkt cap would you consider as "acceptable" in Canada or n the US ?
Q: The above companies were listed in the top 15 weekly losers in Saturdays Globe and mail .Losses ranged from 3.60% to 8.83%
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Q: With Buffet's recent disclosure of a large position in CHUBB and increasing natural disasters like forest fires in Canada etc would you reccomend having an allocation in the insurance sector? If so any names that standout?
Thanks, Lesley
We have been monitoring the economic cycle relative to stock market performance. Commodities are hot and there is a trend towards Bonds. Typically, this would indicate a stock market decline leading into a recession (mild or or medium decline).
But, our world has been turned upside down since covid. Is the S&P model of economic cycle and stock market performance model valid at this time?
Q: If TD gets overly fined and drops the stock price will that have an effect on ZWB's price,? When that one American Bank died ZWK has still not recovered.
Q: I'm losing patience with Open Text. Do you see any reason to hang on?
And, considering replacing it with CGI or Microsoft.
Please rate these re growth prospects and safety.