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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: With large protests in major Canadian cities over the weekend, do you expect a decline in

capacity output and other downdrafts in economic metrics to show up in next few quarters?
Read Answer Asked by adam on February 07, 2022
Q: Do to a few errors/mistakes in switching brokerages, I ended up removing these from an RRSP and TFSA accounts and left them in limbo in a non- reg account. I am aware of the serious overlap among the RBF266, XDV,CDZ and XIU. (They were in separate accounts at one time). If I should consolidate, what are your thoughts? What stays and what goes? If I were to begin selling and adding stocks, I was thinking BAM.A and ?Twenty year time frame. Have maxed TFSA.
Cheers and thanks,
Paul
Read Answer Asked by Paul on February 07, 2022
Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul
Read Answer Asked by Paul on February 07, 2022
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks
Read Answer Asked by David M. on February 07, 2022
Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).

EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%

Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.
Read Answer Asked by Marco on February 07, 2022
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Read Answer Asked by Peter on February 07, 2022
Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT – metals important for future technology – that are vital for the rise of renewable power, and should see significant price increases as demand climbs. My question is; could you provide guidance on an ETF that one might consider as a means to invest broadly in these raw materials? Thank you in advance for your consideration.
Read Answer Asked by Ronnie on February 04, 2022
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Read Answer Asked by Dan on February 04, 2022
Q: I would very much value your opinion /comments about Larry Swedroe's October 11, 2013 article in ETF.com entitled "The 'Black Hole Of Investing'" ( https://www.etf.com/sections/index-investor-corner/20092-the-black-hole-of-investing.html ) about why small cap growth stocks are the worst-performing segment of the investment market. And why you recommend them in your Growth portfolio (IWO) instead of small cap value, for example - Thank you.
Read Answer Asked by David on February 04, 2022
Q: Really enjoy when you run the stocks screens, especially when you explain the process, and why you pick certain Filters.
I have a subscription to Morningstar, but certain criteria is not available, like forward FCF estimates. I imagine you are using your Bloomberg Terminal to run your screens. Bloomberg is to expensive for me. However i would be willing to spend between 1or 2 thousand a year for a good stock screen that includes U.S. stocks.
What subscription stock screen would you recommend that is user friendly.
Thanks Gord
Read Answer Asked by Gordon on February 04, 2022
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