Investment Q&A

Q: Happy Easter.
Are HMM & HPS related ? Do you favor 1 over the other or would you put new $ 50/50 ? How (what tickers) would you split your infrastucture allotment overall ?
In addition to base metals etc, we have STN, AOS, PAVE, NUE, BN. Thank you.

Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.

Thank you

Q: In your response to Peter this morning you stated that you "think investors can always hedge against the depreciation of US dollars" and you go on to give some examples of how that can be done. Would you consider owning hedged ETFs and CDRs to be another option to hedge against the depreciation of the US dollar? Thank you.

Q: Hi What are your thoughts on Payfare Inc and PHX.TO are they are buy hold or sell?

Thanks

Q: For at least10 years I had been invested in a diversified portfolio that included the eleven sectors, bond ETF's gold, preferred shares and cash only to see the bond ETF's and preferred shares continually tumbling down year after year. Gold went nowhere with no dividend, nada.Tiring of this I got rid of the bond ETF's, the preferred shares, and gold having lost thousands but I didn't care! At least I no longer had to look at this disaster taking place as they melted down to almost nothing. What was left I invested in the good companies and never looked back. As my five year GIC ladder came due, each year I gained a paltry $1,500 or so on $10,000. So no more ladder. All through the pandemic the dividends now kept on coming, stocks are increasing and I was up a minimum of $140,000. So now I have cash, all eleven sectors with fixed income from ETF's like UMAX and others plus my pension. So cash 13%, Equity 50% and fixed 35% no bonds, no gold, no preferred shares and 2 years left on my GIC ladder and Europe ETF. I know 5i loves to include bonds etc as a "balancing diversifier" to a portfolio but for me this did not work out. Maybe in the next ten years or more they may break even but I do no want to wait that long. So far this works for me. I invite any comments that you may have.

Q: Can you comment on the current merits of Tfii.Is the founder preparing the company for his retirement/sale?

Q: Hi Folks,
Looking to add one of AXON or HPS.A to my non-registered account. May I have your opinion as to which one would be the best to buy today.
Thanks

Q: Good Morning,

I hold KXS in my TFSA. My goal is to maximize growth in the account. Would you endorse a switch to one of the above names. Which would be your current two favourites in the group?

Thanks,
Janet

Q: Goldman Sachs just initiated coverage with a "sell". Thoughts? A little harsh? Or GS sees something in the last quarter that triggered the decision?

Carl

Q: After today's 17% staff reduction news, would it be prudent to start a position in Canada Goose at this price level?

Thank you very much for your continued great advice!

Rod

Q: According to your weekly review received Saturday the Canadian dollar was 73.96 and the TSX ended the week up 1.6%
However according to Saturday’s Globe and Mail the Canadian dollar was 73.57 and the TSX closed at 21,984 or up .3% for the week.
In the future it may be better to postpone your weekly market view until the next market day as obviously there must have been a drop in markets during the closing hours.

Q: Hi,
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks

Q: How do you feel about Bitcoin after the halving coming up in April? Can you see it hitting $150k US at some point in the next two or three years?

Q: Good Day,
I currently hold CNR and JPM in my RRSP. I am considering selling CNR and topping up my JPM position with the hopes of increasing the growth profile over the next 5 -7 years. Do you believe that JPM should outperform CNR moving forward?
Thank you.

Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Q: With the HVAC component in each of these companies, would there be too much overlap holding both?

Thanks.

Q: Curious to hear your thoughts on recent news. Would you be a buyer at current prices or sit and wait?

Q: "NUTRIEN LTD FILES FOR MIXED SHELF; SIZE NOT DISCLOSED", can't figure if this is good, bad or nonplus? Could you provide some understanding please.

Q: Hello Peter,
Given a 3-5 year buy and hold period, what would be good entry point for Toromont Industries and Dollarama?
Thanks very much.

Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.