Investment Q&A

Q: Tesla or Magna if just one for the consumer discretionary sector?

Thx

Q: Retired (70 yrs old), dividend-income investor. Been meaning to ask this question for a long time. We run a concentrated portfolio of roughly 10 ETFs and 10 stocks, plus fixed income on top. Our pro-rated MER for the equity ETFs is 0.64 and for the entire portfolio is 0.38.

I use the ETFs above that are sector ETFs (like HHL, NNRG, XIT) as my proxy for the sector and am ok with the trade off of paying fees for a sector ETF instead of having lots of stocks.

I then add my individual stock selections to achieve my targeted Asset Allocation for the entire portfolio (like AD, BCE, FTS, GSY, RY, NWC, PBH, TRP, WSP, etc). I weight each of these relative to my risk tolerance.

Does this make sense to you? Does my "sector ETF" make sense, especially with a potentially large weighting in one ETF. Virtually all of my ETFs are capped at around 7% of the equity portfolio and the stocks are capped at 5% max.

Your thoughts on my strategy and on my MER....thanks...Steve

Q: I'm curious about companies that have been rather lacklustre but somehow have experienced some catalyst that has allowed them to gain their footing once again and recently started to move up in value considerably. Not worried about size of company nor what sector they are in could you suggest 5 Canadian and 5 American companies that fit the bill.

Q: Please rank the following for purchasing (10years +)
Thanks

Q: Greetings 5i, doing some rebalancing and would like to add to 2 or 3 of the above positions. This is a RRSP account, all long term holds. In what order would you add today? Thank you.

Q: Could you please clarify your answer to Bruce Dec 5. In your answer you first say NVDIA as the 'if we have to pick one' but then you go on to say if an investor is looking at only one, you say you would be picking BN should be the investors choice if choosing only one ?????
Also, the ranking doesn't seem to match up with those comments...please expand.

Q: Hello 5i!

Psychologically, I struggle to add to positions that have already gone up so much. I have positions in ATD, DOL, WELL, ENB, GSY, DCBO, LMN, TOI, CSU, PRL, TCS, VHI, HPS.A (as well as some others) and have some cash to deploy and weightings to adjust. I would like to know which of these positions would you feel most comfortable adding to positions at their current levels. Do any of them stand out more than others as opportunities to accumulate?

Thanks for all you do and best wishes for the holiday season!

Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?

Q: For a 3 year hold,which would you choose?Thanks.

Q: Hey guys,

I know apples vs oranges but would selling out of Atd.b and purchasing Bn (making it 7%) make sense inside a "balance" portfolio?
Thanks
Jim

Q: Good evening. Hopefully a simple question for you. If you could only choose one for best overall returns over the next three or four years, which one would it be please? Or is it a close call?

Q: Your thoughts on just released earnings and future outlook, please.

Q: Why is TIH going down? Time to buy?
Many thanks for your hard work.
Connie

Q: hi 5i
Air Canada has big jump in share price this morning...What is happening here, can you provide update and whether this might continue......
Id situation is positive would it warrant a hold?

thx

Q: Today Peter requested "a list of companies domiciled in Canada but pay dividends in USD". Would it be reasonable to consider that those companies have would not be affected by tariffs imposed by the US?

Q: Hi 5i,

Can you comment Dollarama earning? Would you add to an existing poaition on this dip or wait?

Thank you

Q: Hi Peter, at the present I hold GSY in my RRSP at a slight loss and I was thinking of switching it out for SHOP. If a person could only buy one of these two companies witch one would be favored under today's circumstances and uncertainty. Thanks

Q: I was wondering which Canadian stocks do you feel would do well with the upcoming change in US administration, and which will do badly. I assume that most will change a bit one way or another, but I am concerned about significant changes - like with MG or LNR due to tariffs.

Q: All of these companies have really high debt levels, could you comment on their prospects and whether you would buy, hold or sell. Thanks!

Q: Good morning

I have both in my trading account but would like to move some shares in kind into my TFSA for my 7K contribution in 2025.
Which one do you feel would provide me with the best return in a TFSA

Thks much
Marcel