Investment Q&A

Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

Q: Retired, dividend-income investor. I am considering adding ZUT to our portfolio, to assist us meeting our targeted asset allocation in the Utilities sector in our Cash account. We already own AQN, FTS and utilities contained within CDZ, ZLB, ZWC.

Q#1 = do you agree that this is a good fit? When I check out the rankings of other ETFs, ZUT is just "ok". However, ZUT compares very well against XUT and I like the "equal weight" approach. I also like the roughly 30% "renewables" content within ZUT. Are there other Utility ETFs that I should consider?

Q#2 = some of the metrics I look at are P/B (1.7), P/E (22.8), ROE (5.4%). Historically, is ZUT cheap or expensive right now?

Q#3 = looking at the technicals, from a value perspective, it looks to my amateur eyes that now is a good time to buy. Agree?

Thanks for your help...much appreciated.
Steve

Q: On Aug 8/22 you answered a question on BLCO and talked about a possible overhang on the stock from BHC ownership.
Can you update that reply? Basically looking for your opinion on BLCO and whether you have the "no need to rush out and buy" feeling about it. Perhaps their new CEO is a catalyst?
Do you prefer COO:US as an alternative...but seems much more expensive on valuation.

Q: I would like dividends & preservation of investments for long term
which banks would you recommend?
thanks

Q: Peter; Could you update your thoughts on UBER ? Thanks
Rod

Q: Hi,
Thanks for all your solid advice over the years as our kids RESP has done great. Our kids are currently grade 8 & 10. I have sold/ trimmed some of their holdings to create 10% cash (20k). I am planning to put the 20k into CASH.TO until I can find a RESP eligible GIC at a higher rate. How do you recommend I start unwind the portfolio? Create a percentage of cash each year? We will not be making any more contributions as we have now maximized the government grant.
Thanks a bunch,
Kerri

Q: Despite the drop in oil price, VLE is down over 25 per cent in a week which is excessive. Any specific reason for the drop. Would you buy, sell or hold. Thanks.

Q: LVS seems to be making some noise lately, it was a top pick of a BNN guest the other day and the market seems to reacting well to their latest results. The company also has received a number of analyst upgrades I believe. The last answers about this one were in the more restrictive times of COVID (especially China). Any current thoughts, especially any cautions to counter the “euphoria”?

Q: Risk to reward seems pretty good currently on this one ?

Q: Hi 5i,

Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.

Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.

Again, using same question above, compare a BNS to TD switch.

Thanks again for your valuable insights over the past several years!

Q: This article appeared on the BNN/Bloomberg website yesterday https://www.bnnbloomberg.ca/td-spots-a-red-flag-not-seen-since-2007-coming-for-the-corporate-bond-market-1.1909735

Can I ask you to please translate it to something understandable? Is it saying regardless of monetary policy that market forces may drive yields higher (and by extension bond prices lower?) If so, this seems to fly in the face of a lot of advice out there that now is a once in a lifetime opportunity to buy bonds?
Thank you.

Q: What is your opinion on this company? Are they in the midst of a turnaround? I read somewhere that the CEO has stock options that won't vest until the stock reaches 36 per share. Does this sound like motivation to get the house in order?

Thanks

Q: Good morning, and thanks for your consideration on my question.

Last week I was taken off guard by the Cease Trade Order imposed on ETF provider Emerge Canada. As a unitholder of EAGB (RRSP account, Long term time horizon) I did not receive any communication from the company, and didn't notice any news on the Emerge website. Apparently, ARK is now re-evaluating its relationship with Emerge.

A recent FT article on this noted that this could be both long in the running and potentially terminal for some of their ETFs.

If I remain positive, and anticipate that this situation gets resolved, I cant help but imagine a massive sell off once trading resumes. In your opinion, and generally speaking, does one "close out their position" when the opportunity to do so comes up, or stay the course?
Thank you, Mike

Q: Hi - a lot of chatter recently about freight rates in decline. Can you give your thoughts on this vis a vis TFII stock price over the next year or so? Thx as always.

Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.

Q: Down a lot in these 2. Which makes sense to Sell and consolidate proceeds with the other to average down?. Is there any hope for these to rise? US law getting passed???
Thanks!

Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!

Q: I’ve read recently that older seniors overestimate their financial acumen, so I wanted to ask if you think the plan that I think is sensible, is. My thought was to move non dividend paying stocks from my TFSA to my NR., thus making room for the transfer of dividend paying stocks from my NR account to my TFSA where they would produce tax free dividends. Is that a reasonable approach for someone beyond the accumulation stage of investment? I’m wondering if there’s something I’ve failed to consider in this. Thanks as always.

Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.

Thank again for your great services.

Yves