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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: If you where buying ONE company for safety and some income what would it be.?
Read Answer Asked by jim on July 02, 2021
Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?
Read Answer Asked by Brenda on July 02, 2021
Q: This is a list of the ETF's in my portfolio, (I have omitted the fixed income ETF's that comprise of about 20%).

Do you see any issues with the selection? Any overlap? Perhaps there are better alternatives than the ones chosen.

Thanks for the great service.
Read Answer Asked by Robert on June 30, 2021
Q: Hello!

The last question on RPC Inc. was back on March 1 when it was trading at $6.45. Since then it has traded largely between $5 and $6 and is at $5.05 this morning.

Any change in your assessment of RPC Inc. since then? Oil (crude futures) has appreciated ~20% during the same period, for what that's worth.

Thanks as always,

Marc.


Read Answer Asked by Marc on June 30, 2021
Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.
Read Answer Asked by Rob on June 30, 2021
Q: Thank you for your report on " Canadian Stocks that pay US dividends" and especially the information that one could request that the US funds be accumulated in the US portion of the acct. In what Currency is the yield listed on the Portfolio Analysis report?
Read Answer Asked by Lorraine on June 30, 2021
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