Investment Q&A

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

Q: Is a way to receive in my daily question and answers list of others investors which could be accessible instantly from my own questions daily list? Thanks

Q: Everyone, will we have a recession in the next 12 months? Also, how does tech compare to the broader market during a recession? Clayton

Q: I'd like to diversify my portfolio by adding some exposure to emerging markets without the inclusion China. Please suggest some ETFs that:
1. would give me exposure the equities of strong corporations
2. would enable me to own bonds of both corporations and countries.
Also, I would appreciate protection against currency fluctuations.

Q: Me, thinking of selling CAR.UN and adding to DIR.UN. My reason, DIR.UN has more upside. In the income portion of the portfolio, about 18% of total portfolio, CAR.UN has a weighting of 1.47%, while DIR.UN  comes in at 6.88% but I'd be okay with overweighting DIR.UN. What is you take for this potential move???.....Tom

Q: If i were to sell some preferreds at a loss, could I claim the capital loss if i were to purchase another denominations of preferreds from the same issuer within the 30 days .
thank you.

Q: WELL Health seems to have a problem releasing their quarterly results in a timely fashion. Is there an acceptable reason for this or is this an indication poor management.

Q: Could I have 5i's analysis and recommendations on Hamilton's new ETF HBND ? A 10% yield on US treasuries seems like a pretty secure investment ...... Please assess versus other bond ETF's available on the market as the fixed income side of a portfolio ?.....And from a second point of view on whether it also might be a pretty safe place to park cash as well ? Can't really see a whole lot of volatility with US Treasuries but I know very little about the bond market .....