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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: Just reduced position in LSPD by 3.5%. To reallocate this cash, probably on a down day in the market. I’m investing based on valuation, potential total return and portfolio diversification.
Considering investing in one or more of the following. Adding to one or more of BAM.A, EIF or DOO. Or starting a new position in one or more of GSY, CAR.UN. You might want to suggest one or more alternatives alternative.Your opinion greatly appreciated .
Current portfolio on percentage basis total value approx $600000.
ATE-2.4,BAM.A-4.2,BEP-4.23,BYD-4.33,CPX-7.29,DOO-2.18,DSG-8.12,EIF-2.97,ENB-8.28, KXS-3.78, LSPD-9.95, PKI-4.74, PPL-4.35, REAL-5.96, TFII-4.49, VFV-2.79, VGG-5.91, VIG-4.12, VOO-2.45, Cason- 3.53.
ATE-2.4%

Roy
Read Answer Asked by Roy on July 03, 2020
Q: I have trimmed stakes in LSPD, KXS and REAL having got in at opportune times, they were disproportionate in my portfolio. Can you suggest a stock or two to likely to perform well even if there is a further downturn?
Read Answer Asked by kevin on July 02, 2020
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Read Answer Asked by Clayton on June 24, 2020
Q: Good morning,
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF

Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.

I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco
Read Answer Asked by Francesco on June 15, 2020
Q: I'm a little concerned about the trade tension, possible 2nd wave of the virus, protesting, economic risk, etc.
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!
Read Answer Asked by Yongwei on June 03, 2020
Q: Hello there,
I have some funds to invest in the next week or so and I'm looking at LSPD and REAL. Originally I was going to buy LSPD only, looking to hold for at least the next 5 years +.
I have been watching REAL and its growth is looking strong over the next few years as well. Would you split the money between the two or would you lean toward one more than the other? Looking for max growth and risk not really a concern.
thanks
Read Answer Asked by Chris on June 03, 2020
Q: We have been looking at these four companies but only have resources to take positions in two of them. Which two would you consider the best choices for returns over the next couple of years?
Read Answer Asked by John on June 02, 2020
Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on June 02, 2020
Q: I have recently purchased three Canadiangrowth stocks and want to purchase another three. The stocks I purchased were LSPD, REAL and WELL. Please recommend three stocks ranked by order to purchase
Read Answer Asked by David on June 02, 2020
Q: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.

I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?

Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?

For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?
Read Answer Asked by Francois on June 02, 2020
Q: Hey team,

I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
Read Answer Asked by Tim on June 01, 2020
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Read Answer Asked by Roy on May 29, 2020
Q: Hello team,

I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?

Thank you so much,
Read Answer Asked by Stefan on May 28, 2020
Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry
Read Answer Asked by Terry on May 27, 2020
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