Investment Q&A

Q: Is 8% weight too high for a material sector? What % would you be comfortable with?

Thanks

Q: With BCE looking to sell off assets to pay down debt and Rogers buying spree, is Telus the best investment of the three?

Q: Propel just dropped about 10% after announcing an acquisition of Stagemount, despite saying the acquisition would be accretive in 2024 and 2025. What do you think of this acquisition? Is there something I am missing?

Q: Can you comment on the recent announcement with DoorDash? Any reason(s) that you are aware of? Your thoughts going forward - is there hope or should one sell and walk away?

Q: Yikes! Pay fare loses door dash’s business… red flag?

Q: What is Payfare worth after losing their biggest client, Doordash?

Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!

Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara

Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?

Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you

Q: I am going to reduce my position in DOO and top up either HPS.A or GIB.A.
Which would you choose and why?
Thanks again. ram

Q: Can you please provide your feedback on Real Matters Inc. (REAL.TO)? It's been consistently rising since June.

Q: For income investors considering a long-term hold in a senior portfolio, which would you prefer for both income and some growth: Telus or Nutrien? Thank you.

Q: Big bounce today. Any reason for this? Thanks John

Q: I still have my LSPD stock (at quite a loss) and just wondering with the current announcement of the companying possibly selling or taking it private, if this is the time to sell now or hold on to see what materializes? Is it conceivable that the Company could sell and if so, what might the stock price go to? Your thoughts please...
Thank you!

Q: It can be irritating to see bought deals but in this case it seems to be immediately accretive
What is your take on the deal

Propel to Accelerate Global Expansion with the Acquisition of QuidMarket for US$71 Million and Announces Concurrent C$100 Million Bought Deal Offering of Subscription Receipts

Q: Up to what % would you be comfortable holding this XHC? I currently have a 5% and thinking of increasing this to 7% as I have no other exposure to the health sector.

Thanks

Q: How do I access the Forum section please? I've looked and my eyes must be painted on.

Thank you