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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: Would you consider Broadridge Financial (BR) a buy at its current price or are there other companies in this space that you like better at the moment for the long term? Thanks
Read Answer Asked by Richard on June 16, 2023
Q: SYM Have been following this and the latest move indicates perhaps a meger/take over. Do they report next week and what are your feelings towards this stock
Thanks and look forward to your response.
Rick
Read Answer Asked by Rick on June 16, 2023
Q: Do you think Mastercard has the potential to outperform the market over the next three to five years? The company has had to cut the fee it charges retailers in various countries, it is facing lawsuits regarding its high fees, and it has more competition now. Do you think the cash-to-card runway opportunity outweighs the risk of a drop in revenue due to lower fees? Also, in the US, where merchants may be allowed to choose another payment network even if the customer pays via a Mastercard, do you think Mastercard has an advantage with its value-added services?
Read Answer Asked by Kim on June 16, 2023
Q: CAVA's IPO opened at $22 US and has already doubled. There is a lot of hype around it and being called the next Chipotle. Too easy to jump in....or wait a little?
Thanks!
Read Answer Asked by Austin on June 16, 2023
Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet
Read Answer Asked by Janet on June 16, 2023
Q: Good morning - for US healthcare I have a full position in ABBV and am up nicely after having been up wonderfully for a long while. Now, I'm reading about VEEV been a big AI beneficiary and am thinking about selling some ABBV and adding VEEV. Risky move or not? thanks

Read Answer Asked by alex on June 16, 2023
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.
Read Answer Asked by Fernando on June 15, 2023
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Read Answer Asked by wilson on June 15, 2023
Q: JEPI did reasonably well vs. US markets in 2022 and YTD 2023. The fund is now beginning to see net outflows. Question: Are US-listed covered call ETFs going to do less well “going forward” -- say , in the period from now to end of year 2024. My rough calculations of JEPI’s returns including distributions *appear* to show JEPI did not outperform a general index like SPY.

What are the main signs to look for to help one decide that’s it’s time to sell. No, not market timing! One would simply like to *try* to leave before the exits get overcrowded.

Read Answer Asked by Adam on June 15, 2023
Q: If one is looking for recession plays would Costco be a good stock(or etf)?

Do you have other ideas?
Read Answer Asked by Mark on June 15, 2023
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