Investment Q&A

Q: In setting up my portfolio in the next year or two for retirement (income) is there any company concentration risk in investing in all of Brookfield infrastructure partners, Brookfield renewable and Brookfield property partners? Thank you. Bill.

Q: Hi there, between the 2 names, which do you think is a better overall holding if one wanted to pick just one?

Thanks!

Q: Your thoughts on Horizons ETF HMUS.
As the states edges toward potential federal legalization.
Curaleaf's buying Grassroots, Constellation giving Linton the boot from Canopy.
It seems like focus is getting off the Canadian MJ market as the US grows.
ETF is down 30% since IPO
Thx Tim

Q: Your Analytics program has provided a convenient tool to see the weightings in my overall portfolio. From this I have learned that while there are some with larger percentages I have many positions between 1 - 2% weighting. Sometimes this resulted from my having initiated small purchases and sometimes from falling share values. In any event, I wonder if I am spread too thin? I guess one part of this is that the small positions will not move the dial. On the other hand, quite often your members ask what you might recommend when looking at choosing between 2 stocks and the answer suggests having both, for better diversification.
1. So my first question is whether positions of 1 - 2 % are too small or is this good diversification?
2. In this context, my next questions are about positions of 1.57% and 1.42% in Enghouse and Kinaxis; are these positions too small and if so, which would you sell and which to keep / add to? And similarly, positions of 1.39% and 1.18% in Parex and Suncor. If these positions are too small, which to sell and which to keep / add to?
3. In a similar vein, I have one or two positions that have suffered from considerable declines in share value and there is .36 and .56 of a position. What should I do if I do not want to sell, either because I still believe in the prospects or because it is too painful to sell just now. I often see your answers suggesting you do not believe in averaging down but holding such a small position seems not effective.
4. My last question is about Constellation Software. It is of course one of the better performers and partly as a result presently I have a weight of just under 3.5%. Given its success, would you recommend adding to have a larger position, and if so, how much?

Thanks for your excellent service.

Q: Hi, I'm a young professional 26-year-old that has been saving for my retirement in my TFSA. Can you tell me 10 stocks to invest in for the long run that have great potentiel of growth with moderated risks?

Q: Comments on Q2 results from yesterday please and how do you interpret actions of Executives taking shares in lieu of salaries?

Q: what are your thought on CJT? would this stock be a buy and if so what weight would you be comfortable with?

Thanks

Q: what is Canopy's record of beating estimates. The price has come down a lot does it look a little safer to invest in it today.

Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris

Q: Before market open today,it announced that it obtained 2 licences for outdoor growing operations.Around 9.55amPT, Fabrice Taylor made it a Top Pick @ $5.71 on BNN resulting in $6.10 c up 0.50($6.26H/560L).Last week the weed sector was devastated by TRST non compliance.Your view of CLIQ & is it ok to add to my current position of 2%(p/p $6.61) Txs for u usual great services & views

Q: Taking a bit of a blood bath on Canntrust (-68%) and NVDA (-24%) watching Aurora Cannabis plummet and have some of that too. Get out now, buy or hold? Recommendations for alternatives with growth potential appreciated depending on your thoughts on the above 3.
Thanks.

Q: Why the big jump today. Are there any news out there or is it wishfull thinking by investors.

Thanks

Q: could I have your analysis of the latest results

Q: Quite a smackdown on these stocks today. I'm still not in this group, but wondering if I shouldn't dip into them a bit. In what order would you rate these, in terms of (potential) viability?

I notice that Hexo's company profile states it's a "consumer packaged goods cannabis company" ... which suggests, then, that they don't grow their own. Is it better, in this industry, to grow your own ... or to be at arm's length, and be more of a repackager and distributor?

Even with the smackdown, would you (Peter or Ryan) get into the sector at all?

Q: Do you think this is a good time to buy back in to the marijuana sector? Or should I wait ~6 months to see more steady revenue streams and see if some of the better known names can reach profitability next year? I did well selling aphria prior to legalization date. If you would buy now, what would be your recommended Canadian listed stocks?

Q: Truly frustrated bought Weed at 58.00 keeps going lower your thoughts and is it a buy hold or sell at this point

Q: You mention you like companies that don't issue lots of shares, therefore not leading to share dilution. Examples would be Constellation Software and Alimentation Couche-Tard. Are there other companies on the Canadian exchange that you favour that are also not serial stock issuers?

Q: Hi,

What are the odds Cantruss go bankrupt? Do you think it's a buy at around $ 3.50?

Thanks

Q: What are your current top 10 recommendations for long-term (20+ year) hold, industry agnostic, and for RESP accounts for my kids.

Q: These 4 equities are my top 4 poor performers with a 50-57% unrealized loss. CFP is a 1% position, TSGI is 2%, WCP is 0.5%, COV also 0.5%. I am debating going to a half position on TSGI and pick up AQN. Or maybe dump TSGI all together. I'm not sure what to do with the rest to try and regain some losses here. That said, it seems COV and TSGI have potential as a long term holding but for me it would be to recover losses. Anything you guys can recommend? Thanks