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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 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!
Read Answer Asked by Brian on November 30, 2023
Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
Read Answer Asked by JOHN on November 29, 2023
Q: I would like to keep "high risk stocks" in my non-registered account, aka trading account, rather than in my TFSA or RRSP or LIRA accounts. But I'm wondering what the attributes or metrics or characteristics of "high risk stocks" are in Canada or US. Keen to learn from you what to look for for such stocks....Thanks....Tom 
Read Answer Asked by Tom on November 29, 2023
Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.
Read Answer Asked by Chris on November 29, 2023
Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.
Read Answer Asked by Kevin on November 29, 2023
Q: Recently a question response included something to the effect that "the Berkshire basket of companies are higher quality than the entire market". I couldn't find the exact answer but I have pondered it a lot!

Would BRK.B be "higher quality" than VFV? I currently hold a decent amount of VFV and a tiny bit of BRK.B. It feels like all "the rules/norms" have been discarded for last several years but for next 5 -10 years which would you favor?

Thanks!
Read Answer Asked by Marilou on November 27, 2023
Q: CLS, DCBO and TOY are trading at a 5% discount of the price of the shares over the last 2 days. LMN is trading at a premium share price in the same amount of time. I have all 4 of them. Which one would you add to of the 4. One of those on sale or LMN with a better track record?
Thank you,
Read Answer Asked by Dennis on November 27, 2023
Q: Hello,
Could you please tell me which types of companies might fall in the categories - in communication services, in info technology, in media?
Thanks
V
Read Answer Asked by V on November 27, 2023
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
Read Answer Asked by sam on November 27, 2023
Q: I already own CNR and ATD and am considering adding CSU and FSV as a couple more "solid additions". Can you please recommend 3 other large cap Canadian growth stocks ? (not including financials, energy, materials, nor Brookfields).

Could you please rank all 7 according to overall long term quality?
Read Answer Asked by James on November 27, 2023
Q: The following holdings in a TFSA are underwater. In your opinion, which ones are worth keeping for a potential near future recovery? AW, BATT, BTO, BTE, WXM, ILLM, GUD and LSPD
Thank you!
CC
Read Answer Asked by Carlos on November 27, 2023
Q: Good day,

What are your outlooks for OLED and ZWP? I bought OLED some time ago and figured their patent library should have caused some movement with everybody going OLED these days... And with ZWP, do you see a recovery coming? Or is it still a sit and wait?

I've been watching DE on and off for some time, and they seem to continue to act on what drew me to them in the first place. Are they a buy right now? Anything else you would suggest in its place? (I have ATS after a previous question)

BIP seems pretty beat up, are they a buy for you now? Or would you still suggest BN? In a registered account, is BIP better than BIPC? Would you move from BIP to BIPC as they come closer to par?

Thanks!
Read Answer Asked by James on November 24, 2023
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