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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 Guys,

In my portfolio, here our my top holdings, Csu 8.3%, Wsp 7.6%, Nvda 6.9%, Cost 6.8% and Tri 6.4% .

Within a "balance" portfolio, please provide for each stock the % you would hold for before trimming.

thanks,

Jim

Read Answer Asked by jim on April 27, 2023
Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim
Read Answer Asked by jim on April 26, 2023
Q: I hold the following companies in my consumer cyclical and defensive part of portfolio.

Cyclical:

AirBnb
Aritzia
DOO
MED
SBUX

Defensive:
COST


I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?

For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?

Thanks
Greg
Read Answer Asked by Gregory on April 25, 2023
Q: One commentator said the recent spread of PPI to CPI is in negative zone. It might indicate the stock market can go down a lot . Negative spread happened in tech dot com bubble and sub prime crisis. Please elaborate. Thanks a million.
Read Answer Asked by Lai Kuen on April 25, 2023
Q: Can you please provide a link for me to an article to describe how readers should use/interpret your sentiment survey.

I usually look at sentiment as a contrary indicator I would like to read your POV.

Thanks


Sheldon
Read Answer Asked by Sheldon on April 25, 2023
Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?

5+ years timeframe, high risk, growth-focused in a TFSA.

MG (-30%)
LNF (-22%)

Thank you!


Read Answer Asked by Stefan on April 24, 2023
Q: Q1
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.


Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.

Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.

Read Answer Asked by Stefan on April 24, 2023
Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Read Answer Asked by V on April 24, 2023
Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!







Read Answer Asked by Keith on April 21, 2023
Q: Looking for your top 4-5 Canadian Companies, income or growth, that you would recommend buying today for someone with a 5-10 year time horizon.

Thanks
Read Answer Asked by Cam on April 21, 2023
Q: Hi,

Which do you prefer for growth over the next 5 plus years or are there more / better opportunities in the field?

GM
Read Answer Asked by Gary on April 21, 2023
Q: RESP for 2 year old, with current year contribution to deploy ($3,075). Considering selling SHOP (8% weight) and NVDA(15% weight) and adding equally position in BN and AMZ CDR. Objective to diversify portfolio and add some growth potential. Thoughts on this plan, or alternative suggestions?
Read Answer Asked by Virginia on April 20, 2023
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