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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: I currently hold Abbvie and looking to add a second health care sector name to our portfolio. This is a dividend focused portfolio and I'm considering AMGN right now given its 3.8% yield and 5 year dividend growth rate of over 10%. Any thoughts on AMGN and/or another preferred health care holding to add to our Abbvie holding?
Read Answer Asked by Serei on October 25, 2021
Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this
Read Answer Asked by Terence on October 25, 2021
Q: Hi,

It seems to me that the good days of the above ETFs are now behind them. They have been loosing speed, as for instance ARKG going from a yield of 33% over 3 years to 18% over 1 year.

What is your assessment of these ETFs at this time. Would you hold or sell to remplace them by ETFs with better growth potential ? If so, which ones would you suggest ?

Thanks a million,

Jacques IDS
Read Answer Asked by Jacques on October 25, 2021
Q: Hello. A forced choice request. I have been tracking these 6 captionally noted US stocks for some time. At the moment I have capital to invest in three new positions. My interest is in growth, and I'm planning to hold for min 5 to max 10 years. Clearly, I'm an investor and not a trader. From this list, which 3 stocks would you anticipate might hold the best prospects for continued growth over that time span. Thanks!
Read Answer Asked by Kyndryl on October 25, 2021
Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you
Read Answer Asked by Vineet on October 25, 2021
Q: I have room for 1 full position in my US RRSP. I do not have exposure to US financials and was looking for your opinion for a relatively diversified US financial with the best prospects for CAGR over the next 3 to 5 years. I came up with Paypal, Square, MS, and JPM. I feel that Paypal (with it recent sell off) is the best option. What is your opinion?
Read Answer Asked by Uthaman on October 25, 2021
Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!
Read Answer Asked by Peter on October 25, 2021
Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you
Read Answer Asked by Fredrick on October 25, 2021
Q: What metal sector(s) would you recommend that will stand to benefit the greatest from the move to renewables. Please provide 3 growth companies to consider.

Would you also please provide 3 value companies that show solid values and good rebound opportunities in the same or similar sector.
Thanks, Peter.
Read Answer Asked by PETER on October 25, 2021
Q: What are you thoughts on thermo fisher for a long term hold. It seems like the magna of health care industry providing products for making drugs without the risk of drugs going of patent . They also make some drugs on limited runs for companies. How do these companies do in a rising interest rate world if that does come to pass.
Read Answer Asked by Geoff on October 25, 2021
Q: PYPL just stated that it is not pursuing an acquisition of PINS at this time Please note "at this time" Please comment & should we hold on to Pins. On Oct 22 Pins stated it will report Q3 on Nov 4. Txs for u usual great services & views
Read Answer Asked by Peter on October 25, 2021
Q: Can you rank these US technology stocks? Perhaps based on risk, and another ranking based on growth.
Read Answer Asked by Mike on October 25, 2021
Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.
Read Answer Asked by Geoff on October 22, 2021
Q: Hi,
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn

Read Answer Asked by Dawn on October 22, 2021
Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.
Read Answer Asked by Rob on October 22, 2021
Q: Hello!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.
Read Answer Asked by Kel on October 22, 2021
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