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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: Peter; It looks like the EV sector is out of favour- most of the stocks, GM,F,MG.LNR,LAC er are all off from a couple of weeks ago. What’s changed ? Thanks.Rod
Read Answer Asked by Rodney on January 30, 2022
Q: Two days ago I saw an article on 5i about new ipos and focusing on 10 to watch. I can't find it now. Is there a way to find it again? It was interesting. Ron
Read Answer Asked by Ronald on January 28, 2022
Q: for a RRIF and LIRA, what 5 names, both Cdn or US names would you suggest considering at this time. for the RRIF, more conservative suggestions as the funds will be withdrawn over the next 5 years and for the LIRA, a balanced approach with a tilt to growth, but excluding cyclical positions, that will be held for the long-term without active trading....thanks....Tom
Read Answer Asked by Tom on January 27, 2022
Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,
Read Answer Asked by Kat on January 27, 2022
Q: As noted in my previous question on the drop in Lnr re:the headwinds it faces and at my book at 70$.Would you consider that going forward in 22 that at a price of say 43$ that ENGH has more upside potential? Make any sense to swap or hold? Tks.Larry
Read Answer Asked by Larry on January 27, 2022
Q: When I compile your recent responses in the current January market, these two stocks popped out as looking like reasonably good buys now. Is my complier working okay (its pretty old)? Did I miss one or two better ones? Thanks as usual. Dan
Read Answer Asked by Danny-boy on January 27, 2022
Q: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?
Read Answer Asked by Gerry on January 26, 2022
Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?
Read Answer Asked by Patrick on January 25, 2022
Q: Can you comment on CIGI's Basalt investment and your opinion on their outlook? In light of this, which would you prefer between CIGI and FSV? Thanks.
Read Answer Asked by Michael on January 25, 2022
Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant
Read Answer Asked by Grant on January 24, 2022
Q: Hello Peter,
It appears that Knight Therapeuctics is testing ones patience for long term investing. Do you think it is worth a hold given the lack of performance for a long time? I am bit puzzled as sometimes when there is no attention paid to a stock, it is a good time to buy if the leadership and fundamentals appear to be intact. Please advise. Also, Nuvei seems to be developing more partnerships. Is it worth adding to a full 5 percent position as it has settled into the 80s range.. Thank you for the service.
Read Answer Asked by umedali on January 24, 2022
Q: Retired, dividend-income investor. I am 67 and receive CPP, OAS and a company pension.

Just checking in to see what your 2022 suggested asset allocation is for each of the 11 sectors within the equity portion of my portfolio. My current targets for each sector are as follows:
Finance = 17.5%
Real Estate = 7.5%
Telecome = 7.5%
Utilities = 15.0%
Consumer Staples = 12.5%
Consumer Disc = 5.0%
Health = 7.5%
Industrials = 7.5%
Technology = 7.5%
Energy = 7.5%
Materials = 5.0%

What are your 2022 suggestions?

Thanks for your help....Steve

Read Answer Asked by Stephen on January 24, 2022
Q: Hi guys: If stagnation did appear later this year, what would be your top 5 U.S. and Canadian stocks?
Read Answer Asked by Tom on January 24, 2022
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