Investment Q&A

Q: I currently am not set up to invest in US stocks. What do you think about the 10 CDR stocks currently listed on the TSX? If you like that vehicle, are there any in that group that you like more than others?

This would be a 2 credit question.

Thanks

Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter

Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.

Q: Worth looking at buying Disney with the drop this morning or do you think more room to move

Q: DIS has been kind of soft for the last few months, with markets rising. Never mind the details but do you think they have ongoing problems of competition, technology, etc.?? Thanks Jim

Q: What's your favourite Metaverse stock? What do you think of Disney as a Metaverse stock? Thanks.

Q: Hi There,

Can you please explain the emergence of the Canadian Depositary Receipts (CDRs), how they work, under what circumstances one should buy them ie. what kind of investor how they trade, and your overall opinion on them?

Thank you!

Q: Is DIS a good short term trading stock?

Q: Can I get your outlook on DIS.
Do you see the delta variant impacting Disney parks and its cruises?
At what price would you take a position on the stock?

Q: I currently own these companies. I have some US cash to add to my TFSA and would like your recommendation on 5 additional best of breed companies. Or would you increase number of shares in the companies I already own.

Thanks, Donna

Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.

Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.

Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.

Q: After its earnings release, would you consider NFLX is now close to the status of a mature enterprise? Still worthy of above-average multiples , but with a P/E that could be justifiable around 25, and likely not today’s sky-high multiples.

1. What is your thinking on this, after last night’s results? Would you be of the mind that NFLX share price will from now rise very modestly ,or even remain flattish, over the next 3 to 5 years?
2. At the time of sending this question, I don’t yet see any updates of analyst ratings but perhaps they will be available at time of your answer. Post latest results what do you see as PEG, forward P/E and, if available, growth/contraction in global revenues?
3. Do you think today’s sell off in NFLX is an opportunity to add? Would you top up on a half position, or liquidate?

Your opinions have always been valuable and most helpful. Thank you.

Q: I own MDT and ABBV in the Health Care Field. I am thinking of selling MDT and buying DIS. I know these are in completely different sectors but was wondering if there would be more growth in DIS going forward?
Thanks for all your professional advice.

Dave.

Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx

Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: Hi Peter and team,
Can I ask you a question about Disney? The former CEO Bob Iger has been selling 50% of his shares recently and the company has $56B of financial debt. Do you have any concerns here and what is your outlook for the stock? Hold or switch (any suggestions?)?
Thanks for your great service!

Q: Hi group can you suggest 3 Cad + 3 US must own stocks that will excel when /if recovery takes hold.
Second question is CN attractive at this time (buy sell hold and why- thanks for your thoughts