Q: I am wondering if the Nasdaq listing and mandatory purchasing is contributing to Shop's volatility and sudden upticks lately. When do Nasdaq-listed funds have to complete their quota of Shop purchases? Is it possible that Shop could fall back once this deadline passes?
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Amazon.com CDR (CAD Hedged) (AMZN)
Q: In a TFSA I have a small position in Celestica (0.75% of my overall portfolio), a “smallish” position in Shopify (1.5%), and a more sizeable position in Amazon (4.5%). I am trying to decide whether to free up some funds by selling some Amazon, to add to Celestica and Shopify (perhaps 2% each), whether to just let things ride, or perhaps sell Celestica and add to Shopify. The portfolio is fairly well diversified and the objective is growth. If you were me, what would you do? Many thanks for your excellent service.
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Fortis Inc. (FTS)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Nutrien Ltd. (NTR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Nvidia CDR (CAD Hedged) (NVDA)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hello all,
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo