Investment Q&A

Q: Hi Team, as I implement the Smith Maneuver, I'm planning to invest monthly using the HELOC portion that becomes available with each mortgage payment. Given that the investment amounts will be relatively small and consistent each month, what would be the most effective investment approach in this context? Should I:

Invest the available funds into a fixed list of individual stocks (using partial shares if necessary),

Choose from the same list based on valuation or price action each month and % of portfolio or

Keep it simple and invest in a broad-market ETF for diversification and simplicity?

I’m trying to balance long-term growth potential with practicality, given the size and frequency of contributions. What do you recommend in terms of both investment strategy and tax efficiency for this kind of structure?

Thanks!

Q: Hello 5i,

POWL was a favourite for electrical power grid growth at one time. There is speculation that their next few quarters may not be as "surprising". We are considering selling and adding a replacement in the sector or a stock in another sector, or just wait out the uncertainty of the market with short term Treasuries.

How confident is 5i in future growth for this niche sector in the US and would you stay in this sector if the dividend withholding cost rises? Please list your top 3 stocks in this sector or an ETF if that is preferred.

Thank you

D&J

Q: Emerging Markets, Developed Markets, Europe or Bonds. Which represents a buying opportunity now? Which does one need to wait for a pullpack before buying ETF in these areas?

Q: I read a lot about how the West need rare earth minerals. One of the leading ETFs in this space appears to be Van Eck's REMX. It is down year to date, and down over most time periods in the last 10 years.

Why is this ETF down so much when there is apparently such demand for the products? Do you feel this is a good time to buy with a 2-5 year hold? What could cause the ETF to break out of its current funk?

Thank you for your valued advice.

Q: Can you pls provide an overview of the investment prospects for these 2 companies. Which do you believe to be more attractive? I have Teck with a +20% loss and am considering taking the loss and getting into FM....is that something you would do? Many thanks for your excellent service

Q: can you kindly comment of InPlay's recent earnings report. This company is quite small and has a rather attractive dividend yield at 10.8%; is it sustainable. Also can you comment of the company's debt position and how it stands relative to other oil and gas companies. Thank you

Q: what accounts for the relatively large move in the stock price today? Is this a good time to buy some?

Q: Hello,

Could you share some insight on why Linamar stock is substantially higher in the past month than Magna? (20% vs 7%)

Thank you

Q: hey guys could i get your opinion on these companies for a 2 yr hold thanks

Q: Would you be a buyer today after earnings release? Looks like a haircut incoming.

Q: Could you please comment on the acquisition announced by WSP Global of Ricardo, UK for a total price over $500 mln.

For now, it appears that Co has also secured a Loan to finance the deal, but would you rule out an equity offer, in the near term ?

Thank You

Q: What’s your thoughts on this small company.
It’s got good momentum is it a buy?
Thank you

Q: Strong rally from some $1.43 in April to 1 yr H $2.405 on Jun 5 ,closed $2.28 on June 6..Recent strong rally in Gold & Sllver.Please comment on co.& going forward Buy,Hold or Sell. Txs for u usual great views & services.

Q: I own VHT (etf) in my $US account. Performance over the last 5 years has been approx. 6% compounded annually. Poor compared to tech or the S&P500 index or the DJIA. Given little opportunity to invest in health care sector in Canada, what investment alternatives would you suggest for health care? Or would I be better off exiting VHT and putting the money into other low-cost ETFs in the US like SPY, VOO, VUG ?

Thank you. IslandJohn

Q: hi folks, thoughts on Q results for Lululemon lulu/q, and their guidance??....stock deserve a 20%+ haircut....going forward, do U still like??....thanks as always, jb

Q: With perceived strength continuing in gold. I do hold the more conservative large cap. I’ve come across and exploration one.

Would you please give me some insight on this company.
EMNT.

Thank you very much.

Q: Hi there,

I’ve noticed that some of the Renewable stocks have been firming up and/or improving lately.

Do you see any hope for growth in the near term horizon or should one invest in these mostly for income?

Thank you!

Q: Hi,

I bought these two stocks at the same time, last March.
The Cdn WPM gained 17% since, while the U.S. WPM gained more than 22%. Could you explain why ?

Thus, in considering buying SKE, is it better to use the U.S. market ?

Gratefully,

Jacques IDS

Q: Would you "buy the dip" on DSG right now, or wait out what appears to be a pending fraud investigation?

Q: I have virtually no position in DSG. IS the current drop consists of an opportunity to start building one? Or wait to see where the price stabilises? What would be a good entry point level?