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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 would like your opinion on FMC. The stock is down significantly because one of the key product family is seeing patents expiry-diamides. It probably also moved lower with the rest of the agrobusiness sector-. Do you think it is a good time to take a small position in FMC. I am looking to a 3 to 5 years horizon.

I would also take position in one of the 3 other Cie listed -LIN, CTAS, KBL- due to the fact that I think these are 3 companies that could be fairly resilient in an economic downturn. How would you rank these choices in term of stability and capital appreciation potential ? Other suggestions are welcome!

Take the amount of credit necessary to answer my questions and sub questions!

Thank you,

Michel
Read Answer Asked by Michel on January 12, 2024
Q: I am overweight in energy with CNQ, TOU and ENB and underweight in consumer everything. I am down about 8% on the last two and up about 15% on CNQ. Suggestions for reducing?

What would you suggest for consumer?

I am just asking for thoughts/suggestions.

Thanks.
Read Answer Asked by Danny-boy on January 11, 2024
Q: My son is getting married this year and he and his fiance are planning to purchase a home in the next 2-3 years. He has opened an FHSA acct and invested these funds in a GIC. He also has cash in his RRSP and TFSA accounts that are held at TD Waterhouse Webroker which he wants to use for a down payment on the home as well when the time comes. Could you please give me your top 3 income/savings vehicles and your top 3 dividend stocks (understanding these are riskier) you would recommend he purchase through his TD Waterhouse account in this scenerio.
Many Thanks
Scott
Read Answer Asked by Scott on January 10, 2024
Q: Looking for investment ideas/opportunities for my TSFA account which already holds the following ( BAM, BN, GSY, LMN, NVEI, TOI, LIT:US). I am 68 years and have no plans to withdraw from the account for the next few years. Also, could you please suggest entry price points for said securities.
Much appreciated,
Francisco
Read Answer Asked by Francisco on January 09, 2024
Q: I'm a retired somewhat conservative investor content with slow steady growth and a dividend helps as well. I have been happy with my diversified portfolio but constantly struggle with should I or should I not make these changes;
1. Sell T (non-registered account, tax loss) buy BCE?
2. Sell AAPL (in an RRSP) and buy NVDA?
3. Sell TD (non-registered account, tax loss) and buy BNS?
4. Sell ATZ and or DOO (both in a TFSA) and buy what?
Thank you
Read Answer Asked by Lyle on January 08, 2024
Q: I miss the days of seeing 5i on BNN as I always felt that there was a lot of great information provided. That being said, if you were to be on the program today (January 5), I’m wondering what your top 3 picks would be and why?

Thank you again for the fantastic service and Happy New Year to everyone at 5i
Read Answer Asked by Mike on January 08, 2024
Q: Understand that crypto is outside of your coverage universe, I am curious to hear your thoughts on Bitcoin as an investment.

How viable is it?
Do you see it appreciating in value over the next 5 years, and if so, would you expect above market returns?

Lastly, for an agressive investor (with the clear and unequivocal understanding that huge losses can be Incurred), what would seem like a reasonable portfolio allocation, in terms of percentage, to BTC? I was thinking 10%.

Thank you.
Read Answer Asked by Karim on January 08, 2024
Q: On October 26 you indicated “ The stock has fallen the most in 16 years. We think, at 8X earnings, it can be kept and we would caution against a quick reaction in a downturn that has already happened. But we think it can be 'targetted' for elimination as the stock settles in. It was almost taken over a while back (the deal was blocked) so there is always that possibility. But it is hard to endorse on that alone. “
Have your views about this stock changed or you still think that it may be considered for elimination. I am almost breaking even (small loss).
Thank you
Read Answer Asked by satish on January 08, 2024
Q: Hello Team,
at the current prices, it seems to me that they are good entry point for both of these companies.
What is your opinion?

Telus yields a 6.3$ dividend at the current price and this is long term "income" investment.

I am also interested of your opinion on EFX following the steep drop in the stock price recently and also considering this week's announcement that they were able to dispose of Exterran Offshore at, what seems, a favorable price considering the expectations.

Thank you and I wish you and your families a very good year in 2024!

Michel C
Read Answer Asked by Michel on January 08, 2024
Q: I own these three stocks for consumer defensive:

L - half position
PBH - full position
Costco - half position

The analytics tool is telling me I'm low on consumer defensive. Would you just add to L and Cost or would you add another name?

Thanks,
Robert
Read Answer Asked by Robert on January 08, 2024
Q: For a growthy TFSA contribution for 2024, I’m considering one of these companies. Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk (like SHOP) is fine with me.

Also, are there any other companies you’d recommend I consider and why.
Thanks for such a great service.
Read Answer Asked by Warren on December 22, 2023
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