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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: My daughter opened her first TFSA a few years ago. She is planning on using it to save for retirement, so has a very long time horizon. She has 25% in ZSP (S&P 500 ETF) and 15% in XIT (Canadian technology ETF). Together we chose some fun stocks to complete her portfolio. We are happy with most of our picks – Disney (DIS), Crowdstrike (CRWD), Intuitive Surgical (ISRG), Snowflake (SNOW) and CN Rail (CN). But we are wondering about four – Twilio (TWLO), Etsy (ESTY), Paypal (PYPL) and Upstart (UPST). All have dropped since she bought, but what do you think of the longer term potential of these? Would you swap any out? If so, for what?

Thanks,
Kim
Read Answer Asked by Kim on August 09, 2022
Q: How would you classify the above stocks as to gas or oil. Thanks
Mike
Read Answer Asked by Michael on August 09, 2022
Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa
Read Answer Asked by Lisa on August 09, 2022
Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?
Read Answer Asked by Christian on August 08, 2022
Q: Hi,

I have a position in Lulu (slightly underwater) and ATZ (slight gain), but wondering if - all else equal - I should sell some Lulu and make ATZ a bigger allocation.

Can you compare them in terms of valuation, growth prospects, and any other general comments?

Also, how do you think the sector and Lulu/ATZ will do in a period of economic weakness and high inflation? My thoughts are that it is discretionary spending so that's not ideal, but also they should be able to pass on some inflation to the end user.

Some anecdotal thoughts - my good friend is a model and just started working for ATZ's new men's line. I asked him what he thought of the men's clothing he said it was really good, stylish, and thinks it will sell well. Take that with a grain of salt, but he's extremely fashionable and if he likes it that's definitely a good sign.

Thanks!
Read Answer Asked by Max on August 08, 2022
Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?
Thank-you
Read Answer Asked by grant on August 08, 2022
Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!
Read Answer Asked by Duane on August 08, 2022
Q: Retired and I’am considering buying the above mutual fund, with a substantial amount to me $50,000 .
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as I’m looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks
Read Answer Asked by Brad on August 08, 2022
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