Investment Q&A

Q: I hold this and as such I guess I have shares of the spun out new private company. It is held in an RRSP. Are there any issues with this?

Q: Hi 5i
Today while market was busy crashing, CGX was heading higher in heavy trading. Do you have any idea what is going on? major news ?
I have been trying to start position at 7.75 and wondering if that price has slipped away...or just wait....my hold time frame is 1-2 years... in your opinion Increased risk given current market conditions?

thx
jim

Q: Hello 5i,

Currently looking for additional US stock exposure and I am considering either FLGT or PERI as potential candidates. Sector allocation is not a factor.

Between these two companies which, in your opinion, has the best runway for growth over the next 5+years?

Thank you in advance,

Greg C.

Q: Hi Peter,

What is your current outlook for ZBRA? It has been drifting lower since the last earnings report. Their announcement yesterday of mobile pay system has not generated any enthusiasm.
Regards
Rajiv

Q: If you were to build a portfolio of just ETFs, what 6-8 would you select? Maybe ignore Canada for this scenario as I have plenty of individual positions I'm quite happy with.

Q: Your opinion please on whether or not this is worth holding for the dividend and a future recovery for the financials sector. Thank you.

Q: Hello, I have NVEI in my TFSA with a loss of over 50% so far. I have cash available to average down. I have no incentive to sell at this point, the shares being in a TFSA. Should I double down on the stock at this point or wait at year-end after the tax loss season is over? I could also see what happens with the Q3 results in November. Thanks

Q: I like the industry - it has a very long future - and then spotlight is not on it currently. PLC's price is hitting new lows. Is this because the company is not as good as once thought? Or might this be a winner is a couple of years?

John

Q: Hi team,

I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?

Thank you!

Q: Have been looking at this for a month or two and would like your thoughts and analysis please.
Is it worth a small 1% gamble?

Q: Hi Team,
For an 18 years old's TFSA, is having equal weights of VFV and XQQ diversified enough? If not what other Canadian ETF or stocks would be a good fit?
No commission costs for trading so quantity is not an issue.
Thanks

Q: I hold both these ETFs in my RRIF and am thinking of combining them into one holding. Do you see much duplication between the 2?
thanks

Q: Hi, We are applying to buy some Constellation Series 1 Debentures through rights, with a payment of $133.217, for family members. Where would it make most sense to hold these debentures - RRSP/RRIF, TFSA or a Non Regd Taxable account. ( Most of us being in higher Tax bracket of 40-54% Marginal tax rate ). considering the following:

1. These debentures will likely yield anywhere between 5-10% ( on a cost base of $133 ), by way of Interest income, for 17 years ( assuming we will be able to swap with warrants, if called before redemption)

2. We will incur a Capital Loss of $33 as at March 31, 2040. ( $100 Principal to be received at maturity)

3. If held in Tax sheltered accounts, would it make sense to move them to a Non-Regd Taxable account, let's say 5 years before maturity date, when the M/V of these debentures will likely start declining. So, we could use the Capital Loss in Taxable accounts.

Thank You

Q: Hi, I own Parex, Gear, Trican, Pason, Advantage and Prairiesky in small percentages for this sector . Collectively, I am about breakeven. I would like to consolidate into two or three holdings. Of these, what would be your preference? Overall total return is the objective.
I have also seen Terravest mentioned as a favourite compounder in the same sector in the Q&A, Is this a new entity or did they do a recent name change from a former company. Is this a more preferred name vs the others mentioned?

Cheers,
Steve

Q: Only 2 questions on ARR in archives and both old. Can you give a quick review on how investible this small renewables royalty company is after 2 years of operation? What alternatives would you suggest if you feel there are better opportunities (either other renewable royalty companies or individual companies such as BEPC)? Thanks for all you do, John

Q: Hello, which would you sell between lspd, engh, sis and sangoma to buy some lumina shares for more growth long term ? The transactions would be in a RRSP. Thanks

Q: Hi team, RBOT

I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.

Q: What are your thoughts on this stock?

Q: I know this is a small cap but I took a shot and now regret it. Do you see any signs of hope for this one? They recently spun off a part of the company. Is there any enhanced value in the move or is it price neutral?

Q: What are your thoughts on private credit lending? I am considering opening an accountant at wealth simple and the advisor said it's better returns (they shoot for 9%) with less risk. Being as it's interest income I would have this in a TFSA or RRSP likely. Is this a good addition to an otherwise balanced portfolio?