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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: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.
Read Answer Asked by Tom on December 09, 2020
Q: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Read Answer Asked by Nhung on December 07, 2020
Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?
Read Answer Asked by Nizar on December 07, 2020
Q: Greetings:
In your Nov 27 update report on Boyd Group Services you show n/a
for the 5 year eps growth. Please explain? Also, in the last few days
a question was asked about the viability of a company. Your answer
was that it has a Bloomberg default risk rating of I think it was about 6.8?. Can any member of the team remember the name of the
company? I understand what this rating is, I just like to remember
the details in the questions and to satisfy my memory.
Thanks very much.
BEN.
Read Answer Asked by BEN on December 07, 2020
Q: Hi group now that we can see recovery on the horizon (vaccine) what is your present top 4 sectors / along with your top 3 stocks in each of those sectors. I am attempting to prepare ahead of the economy recovering. Also 2 nd question is it time to dump some of my losing stocks like GUD, ENB, FTS and put the cash to better performing sectors/stocks. Thanks for your help on this
Read Answer Asked by Terence on December 07, 2020
Q: I am considering harvesting a current loss in QSR and reinvesting the proceeds in PBH. For a long term investor, which company do you think will offer the better overall return ( dividend plus assumed capital growth) over time and please explain why. Many thanks

al
Read Answer Asked by alex on December 03, 2020
Q: Hi Peter and Team,

I am a newbie here and really impressed by how appreciative members have been to the service you guys provide.

I have very small positions in both AC and GIB.A, and would like to consolidate to one for a long term hold. Could you please rank the two and also provide brief explanation?

Thanks for your insight!
Read Answer Asked by Ching on December 02, 2020
Q: Good morning,

I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
Read Answer Asked by Bob on December 02, 2020
Q: Good day. I have been holding BPY.UN for 2 years but see it going nowhere aside from having a nice dividend. I now stand -15% and a 3.2% position in my RSP. I am overweight Real Estate and need to increase weight in Technology/Consumer Non-Cycl. and Cycl. Can you suggest a few of your portfolio favourites that I could start positions with or should I hold on for awhile to see where BPY.UN goes. Please note that I use dividends as reinvestment/diversification tool and therefore although not necessary for growth they are quite useful.
Thank you
Read Answer Asked by Roger on December 01, 2020
Q: What consumer cyclical companies do you recommend (US or Canadian) for a long term buy/hold. More generally, what is the difference between consumer cyclical and consumer defensive categories; is it important to differentiate in a portfolio?
Read Answer Asked by Dawn on December 01, 2020
Q: Hi,
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.
Read Answer Asked by Denise on December 01, 2020
Q: Is REAL a candidate for tax loss selling ? Between REAL & LSPD , which one is a better buy today? Can you please comment on ZM earning , is it a buy or good to add ? I always appreciate your expert opinion. Thanks very much.
Read Answer Asked by Lai Kuen on December 01, 2020
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