Investment Q&A

Q: could you please explain1. the concept of compounding your 2 favourite Canadian companies (excludingCSU). . your 2 favourite US companies thanks Richard

Q: I originally submitted this question back on Sept 17 but never received a response so I'll try again. I was wondering if you could provide some investment ideas/suggestions for ongoing contributions to a FHSA, as contribution room becomes available each year. Looking for "reasonable" growth without "excessive" risk over the 15 years of the plan. I am thinking of investing 50% of the yearly $8000 allowable contribution to a CAD-denominated S&P500 ETF and wondered which one you would suggest? Or, would you recommend something else? What is your opinion of XQLT - the iShares MSCI USA Quality Factor Index ETF as compared to an S&P500 ETF? For the other 50% of the yearly contributions I was wondering which two TSX stocks and which two CDR's you would suggest for annual contributions until the $40k plan maximum is achieved in 5 years? Thanks.

Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.

Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.

Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry

Q: Would you buy a full position in BN and CSU today or would you do it incrementally over the next few months and wait for a potential pullback?

Q: Watching this presentation reviewing their history would you consider a long term hold 5-10 years in a over weight position? This investor day video was quite informative but what is your opinion on it? Is there an issue of key man with Bruce Flat or do they have a deep bench?

https://www.youtube.com/watch?v=KZEYcC1HTI8&t=11s

Thanks

Q: For a conservative investor and a long-term hold in a TFSA:
a) which has more room to run from current valuations in your opinion, ATD or BEP.
b) If you didn’t need the cash dividends right now, would you invest in BN over BEP.UN to maximise return and mitigate downside risk?
Thanks kindly!

Q: Lot of people seem interested in TVK, current valuation, and if it's worth starting a position. Could you please answer the same for BN and TOI? Given current prices, what would be a good entry point price in your view? Thank you again!

Q: For capital appreciation which of these 2 stocks would you prefer for a two year hold?
Thx

Q: Holding the following Financial sector stocks: BAM, BN, BNS, GSY, PRL, SLF, TD, X for a total of 20% in TFSA & RIF combined. Would like to reduce # of holdings to 5 or 6 and Financial % to about 15% . Your comments/suggestions/alternatives on the following setup would be appreciated:
RIF = HMAX, BAM, X
TFSA = BN, GSY (or BN, PRL or BN, PRL, GSY??)
As always, thank you for helping to provide clarity.

Q: Can you give me your best choice for a new position to add to an RESP that has a long runway (12 years) ..it can be a Canadian traded stock or ETF or a CDR. Thank you.

Q: Any stocks you see that have strong fundamentals and show some god technicals as well ?

Q: Good morning,

As a newbie to wealthsimple. Just trying it out. I see they do private equity and private credit.

Is this something worth looking at as a portfolio grows for added diversification?

Do you know much about their capital partner and it's history. Looking for some quality direction here from the pros.

Thank you.

Q: If you owned BEP and BN, do you think it's worth selling BEP to buy BN as a replacement? I understand is that BEP pays BN a lot in fees, and that would be the smarter play in the longer run. What would you think of that? What are people saying about the cagr growth over the next few years? For example, if BEP is expected to grow up to 12%, but BN is expected to grow at 18%, BN would probably be the better choice. Is that logical thinking at all? Thank you!

Q: Now turning to Canada - Will TRI make the list???....Can you please provide your top 10 Canadian Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.....Thanks much-lee.....Tom

Q: Hi, I know these 4 companies are quite different, but would be curious to learn your views on the pros and cons if each while looking at overall capital gains over the next 3+ years. Thanks for your service.

Q: I did appreciate your answer for an equivalent question for US Cies lately...It seems difficult though to find canadian Cies that have long term potential, and financial strength as large US cies..Could you name 5 canadian Cies considered as a " must have" for long term and an entry point ? Regards

Q: Can you provide a current outlook for BN?

Q: why is the BN P/E ratio (80) so high?