Investment Q&A

Q: Hi All,
I'm helping my common law wife setup a high six figure investment portfolio. She is 57 and attempting to retire as am I (64). She is hoping to be able to make an income from this portfolio and some of that monthly if possible. We will be setting her up a new Cash and TFSA account with Qtrade. Would you also set up an RRSP at this point? I'm thinking she should put some in Gics, High Interest savings ETFs (at least for now, and Dividend stocks (Banks, Pipelines, Utilities etc.) I would love all the advice you could give in this format? Possible list of some ideas as well as what accounts would work best for these holdings for tax purposes? Thank you in advance!

Q: Hi, my question is of a general nature concerning banks and the differences between Can. and Amer. mortgage systems.
Firstly, why are there two different systems(term lengths) of issuing mortgages and how can Amer. banks afford to issue long term (30 yr) mortgages at such low interest rates (which until recently were very low), now with higher rates their costs for deposits increases substantially compared to their long term loan rates. how can they survive in this situation? Is this the reason Canadian terms are s much shorter?
Thanks, Chris
Best of the season for all

Q: Do you have a preference between these auto sector stocks?

Q: What companies do you think are getting excessively beaten up do to tax loss selling?

Q: As we head into 2024 and hopefully a lower interest rate environment, I have set up the following portfolio for dividend income and growth. Can you please recommend if I should add or reduce anything. Thank you

BNS BCE ENB EIF FTS H MFC NWC PPL SLF TD GOOG AMZN BRK BN CSU LMN MDA MSFT NVDA SHOP

Q: I currently have a loss position in NTR and am looking at selling to crystallize. While I may not execute this until after the year end to see if there is a January bounce can you recommend a replacement to buy and hold for 30 days and then rebuy NTR.

Q: Can you comment on what happened to GIL today and the reason for the big drop in price?

Q: Just revisited U Tax Loss Selling Screener & reportedly bulk selling done by 3rd week of Nov.Please provide some beaten up stocks with good growth(ex those in U above Screener) for Buy the next l & 2 weeks..Are the following stocks in my portfolio buyable: EIF ,GGD,AW.un, TVE,WCP. Txs for U usual great services & views

Q: I have a position in Maple Leaf Foods which has been going nowhere. Would you add to the position or sell it and purchase another food stock? If so, which would you buy for stability and some income? Thank you for your guidance.

Q: I am looking at starting some new positions (3) in an unregistered portfolio – and doing so without regard to diversification or taxation – simply the best combination of a trio of stocks that based on current evaluation and their prospect for the greatest total return over the next 2-3 years.
I have reviewed your current answers over the last few weeks to a variety of similar questions and from your answers have identified a list of the stocks from those answers that I currently do not hold:
BN, DOL, DSG, EQB, DCBO, TFII, HEI, ODFL, SAIA, BKNG, ISRG. AXON, BRK.B, LLY, X, CPRT, ULTA, URI, DIR.UN, AW.UN., HPS.A, FIVE, PM, EIF, ENB, NEE, ABBV, TSLA, TOU, CELH, VRT, GLXY
Which trio (or Quartet, if you prefer!) of stocks would have your strongest conviction.

Thanks,
Terry

Q: For the last 5 years LNF has done nothing. Yes it hs a dividend of 3.8%. But cheap as it is do you see it advancing much? EMA, EIF, and NWC pay higher dividends and have advanced quite a bit since bought. Would it be suggested that any of these three could replace LNF or should I hang on to LNF in the hopes that it may spring to life?

Q: Can you please supply 5 names that have the highest potential for growth in the next year. Div, non div, any sector. Just best growth. US and CDN.
Thank you in advance.
John

Q: Would you switch from SYZ to TIXT? Which has the better long term prospects?

Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

Q: Mr. Hodson, I recall an appearance of your’s on market call several years back, when you deviated from your small to mid cap Canadian equity mandate and recommended Micron technologies because it was simply ‘stupid cheap’ at the time.

Are there any companies out there, CAD or US that would qualify as stupid cheap currently, and hard to ignore as a result. Are any of them compelling enough to buy?

Thank you.

Q: Peter et al:
I have big losses on canfor pulp and western forest products, and have included them in my tax loss selling? Should I buy them back? Interest in these stocks has completely subsided, which makes me think that in a few years when the price is up a lot, we will hear about them every day! Please advise, with a detailed explanation. Also, would you kindly render your opinions on canfor , which Jimmy Pattison wanted so badly, and now no one mentions. Also, opinions on Interfor, and WFG, which you like a lot more, but never get any questions about. A big shortage in housing, and lumber stocks in the dumpster!!!!. They will have their day in the sun. Help me to determine that time frame. Charge me accordingly. Much appreciated.
BEN.

Q: I have owned BYD for several years, and although I am not unhappy with it, I wonder if other discretionary stocks might have more growth in the future. I am thinking specifically of CROX and/or DOO. BRD strikes me as the less volatile pick but I am willing to take on more risk if the growth profile is greater. How would 5i rank these stocks for a long-term hold?

Appreciate your insight.

Paul F.

Q: I'm considering selling DOO for HD. Would you consider this a good move? I'm not happy about the big drop with DOO and trying not to make an emotional decision.
A DOO bounce back looks 1-2 years away and wondering if the gains would be greater with HD. This would be for 5-10 year hold. Thanks

Q: TFII or GDI: which company has more upside going forward?

Thanks for your service!

Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim