Investment Q&A

Q: Hi 5I,

Can I please get your thoughts/analysis on XPO Logistics.

Thank You

Q: Hi Peter, do you see and opportunites in the Auto space ? Anyone currently looking to purchase new may steer away from the big 3; Thank you.

Q: Would you finally pull a plug on ADW.A:CA since its value has been relentlessly going south ? Your hopes expressed in May 2023 report have not materialized in the stock valuation. Having lost over 50% of its value in my portfolio I am not longer optimistic about it recovery in foreseeable future.

Q: I have done very well with AVGO as a long-term hold in my RRIF but the recent speculation about GOOGL's intention to phase out AVGO chips and replace them with its own design has made me nervous. AAPL has been doing this too, so it makes me wonder if it is time to sell at least a part of my holding. What other semiconductor maker would be less prone to "taking in-house" risks? CSCO maybe? It is clear that both AVGO and CSCO have been and are making big acquisitions in the software space to diversify away from semiconductor risk: this makes me wonder if I should just stay the course and trust AVGO management? As always, I value your opinion.

Q: For etfs like these held in a cash account, is the holder paying a withholding on the yield, in some way?
Is the tax withheld at the level of the etf provider, or would one see the amount withheld in one’s brokerage account.

Q: I will be unable to attend the webinar tomorrow. Where will I be able to see a replay? Sheldon

Q: Hi 5i,

I found the Q&A about Envista this morning very interesting. With the Veralto spinoff that is happening with DHR, do you think that Veralto will have the same low/no growth issues? I think DHR is trying to do the same again by keeping the higher growth assets and spinning off the lower growth ones. Would you hang on the the new shares when received or would you sell and maybe put back into DHR instead? TIA!


Wayne

Q: In your answer to my previous question on HBND you said that a 10% allocation would be good. Did you mean 10% of the whole portfolio or 10% of the bond portfolio (so example 10% of a30% bond allocation would be only 3%).

Q: What do you think of Denison Mines in terms of valuation/leverage to higher uranium prices/balance sheet/risk? Rick Rule called it a no-brainer and said if their leaching process works it could be a big home run. Curious to hear your thoughts.

Are there other names you prefer to gain exposure to rising uranium prices?

Thanks

Q: Hi Peter,
What’s your view of VST and HUBB for a 2-3 years hold? Do these two companies have strong fundamentals, underlying health of their operations, their long-term growth prospects, and ability to generate profit regardless of the economy and inflation? Would you consider them over valuated at this point? What is a good entry price for these two stocks? Thanks.

Q: Just a follow up to a previously answered question regarding which ETFs you would choose. What would be your weighting in a portfolio containing SPY, QQQ, IJH, AGG and VYM?

If you were to remove bonds (AGG) altogether, where would you allocate weighting?

Q: There have been a number of questions recently asking how to construct the best etf portfolio. I thought you did an amazing job in answering these. I had a couple of questions, though, to which I like your response.

You recommend SPY. I believe you also answered QQQ in some place. Would one need QQQ if one already owned SPY? I am speaking here as an average retired investor willing to take a little risk. The concern is that the top ten holdings of the two funds is quite similar. The other concern relates to thèse top ten holdings. A lot of both funds is invested in high flying technology stocks. You often mention that the danger in investing in a Canadian index fund is that they are heavily weighted to three industry sectors. Wouldn’t the same fear hold true for SPY? And if so, would a good work around be a combination of a market weighted fund, such as RSP and an appropriate balance of SPY and QQQ?
Thanks

Q: What do you think of the news today? Would hold still?

Q: MONDELEZ OR KENVUE WHICH ONE WOULD YOU TAKE FOR THE PRESENT AND FUTURE? ALSO, THE REASONS FOR PICKING THE ONE YOU DID?

Q: AMERICAN TOWER REIT HAS GONE LOWER RECENTLY. THUS, WHAT IS YOUR VIEWS AND OPINIONS TODAY AND GOING FORWARD FOR THIS STOCK? IS THERE SOME UPWARD MOVEMENT IN THIS STOCK FOR THE FUTURE BASED ON ANYTHING COMING?

Q: Is this stock is investable at this time after its decline has reversed in few months? Thanks.

Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx

Q: Thoughts on whether or not you think we will have hard or soft landing. If one is a long term investor looking for income/growth what is your advice during this time especially watching areas like utilities/reits go lower and lower? Cyclicals too, not looking good and if we go into a hard landing with lots of bankruptcies things could get a lot worse. Thanks for your insight!

Q: What are some stocks that could do really well with AI becoming more and more available ?

Q: Hi 5i, an article in Globe today screening for Companies outperforming S&P500,
as well as financial strength in regard to profitability, robustness of balance sheet,
and earnings quality, identified Southern Copper Corp (SCCO-N) as their #1 rank.

Could you please give me your opinion of SCCO, and whether you agree with the
opinions of the screeners.

Thanks for your support.
Terence