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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team, I bought WELL.CA back in Nov 2021 in my TFSA to provide some "growth" after viewing in your 5i Growth model portfolio. I am down ~38% and still waiting for the "growth" to take place. I realize it must have been bought in your growth model portfolio back around May 2020 at $2.83 so you're still up 30%. Back in April of this year it looked like there was some promise to the stock but it has since headed to the basement again. You still promote WELL so I'm wondering if I should hang on to this loser (for me) or wait it out? If a sell, what to replace with. I hear rumblings that small caps may take off in 2024? Appreciate your thoughts. Bill
Read Answer Asked by William on December 07, 2023
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Read Answer Asked by Dan on December 06, 2023
Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff
Read Answer Asked by Jeff on December 05, 2023
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff
Read Answer Asked by JEFF on December 04, 2023
Q: Regarding Brian’s question:
I can’t find a press release, but I think this issue was in fact scheduled to reset on Dec 1 , 2023
Pembina website shows a dividend rate of 6.525%, presumably based on par at $25. This would run until Dec 1, 2028.
Adds up to about $1.63 per annum or $.4078 quarterly.
Stock closed at $20 so if bought at that price would effectively yield about 8.16%.
I apologize if my math or info is incorrect, but this is worth rechecking I think.
Read Answer Asked by john on December 04, 2023
Q: What is your opinion on the prospects of Cenovus(CVE) and Ovintiv(OVV) over the next 5 and 10 years ? What are your thoughts on selling them (old stocks that could be sold for a tax loss) and replacing them, as a long-term hold, with some Brookfield stock (BN, BEP and/or BIP)? If you favor that, which Brookfield company would you recommend be given the greatest weight ? Or is it better to hold onto those oil and gas stocks for a while?
Read Answer Asked by Camille on December 01, 2023
Q: I seem to recall one of the "Market Masters" saying the time to load up on Financials is after they have been crushed. I know you don't necessarily like the expression "load up" but if you wanted to increase your Cdn bank exposure are there one or two you think stand out as having the biggest bounce potential from here, or would you forget about trying to be right on one or two securities and just buy the ETF if you believe the whole sector might recover from these levels? Thanks for your thoughts.
Read Answer Asked by Stephen R. on December 01, 2023
Q: Hello,
Over the years I have fallen into the trap of buying BNS as many analysts have promoted as the most international bank, as as a result I have 7.5% position. However, I have now come to the realization that the countries that they do business ( mainly South and Latin America) are in most cases very poor countries with little or no growth and unstable Governments.. As well, the bank's CEO's poor performance. Therefore, As soon as I hear what the new CEO has to say in a couple of weeks, I will slowly exit the position . What are you thoughts in moving the funds to TD or NA or BMO?
Thanks
Carlo
Thanks
Carlo Rea
Read Answer Asked by Carlo on December 01, 2023
Q: Everyone, I am interested in a small cap growth stock with big upside - high risk - what would you suggest? With the understanding that I could lose everything. I have a small position in cash and I don’t like having cash. Clayton
Read Answer Asked by Clayton on December 01, 2023
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Read Answer Asked by chris on December 01, 2023
Q: Gold above $2050 would be bullish I think. Wondering what your thoughts are on this asset category at this time and looking for your top two large and small cap picks that would have torque to a higher gold price.

Also a comment on the dividend sustainability of B2 would be appreciated.

Thanks folks
Read Answer Asked by Robert on December 01, 2023
Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.

Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
Read Answer Asked by Karim on December 01, 2023
Q: Please identify your 5 top equity CDN bond proxies that pay north of a 5% dividend where you believe the dividend is safe plus there is room for growth in the stock price.
Read Answer Asked by LEN on November 30, 2023
Q: I just dumped DOO for tax loss and need a proxy in that C Discretionary space. Can you advice on a couple of options?

I suspect some C Discretionary CO’s might have some momentum here as well.
Read Answer Asked by Patrick on November 30, 2023
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