Investment Q&A

Q: Hi Peter

In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.

Is it possible to let us know some of the names you have in mind for deploying this capital?

Q: Further to yesterdays Q and A re HISA, Evolve's US dollar savings account. Not yet a month old and less than $30 mill invested so far, is this a safe place to park my US dollar account cash i.e. equivalent to my Canadian cash parked in PSA?
A few months ago I asked if there were any US dollar savings accounts similar to PSA and you didn't know of any. Are there any other offerings in this space that should be considered?
Thanks. Peter

Q: another divvy raise at Savaria Any other thoughts on SIS at this time.


Thx

Q: How much growth do you see in this company over the next five years and would you consider it to be able to generate a decent level of capital appreciation.

Q: Please comment on this companies latest news release.
To me it sounds like a basic update to appease shareholders, but I would still like your opinion. Take a reasonable number of credits for a thoughtful response.

Q: Is the MoneyShow virtual or in-person only?

Q: Hi Peter

I need to park some cash for a condo purchase in about 6 to 18 months. I'd really appreciate your advice on how to do that with a product that is guaranteed and that I can cash out at any time.

A one year cashable GIC currently pays 2.25%.

What about Money Market Mutual funds? TDB2914 pays 2.73% but is it guaranteed?

In one of your answers, you referenced PSA as basically a high interest savings account. Are there risks with this? According to Yahoo it yields .93% and according to the Purpose Management Fund website it yields 3.3%.

Is your advice on this changing with the recent rapid rise in interest rates?

Thanks so much Peter!

Q: is there a ETF that offers me investments into Private Equity holdings, verses Public Equity

Q: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid

Q: What do you think of BLN’s earnings? TD thinks it is turning the corner and has a price target of $6, FWIW.

Q: What is your view on Gold? Is now a good time to start accumulating the position? Please also provide top 3 your favorite name.

thank you,

Q: Hi, I apologize if this question gets asked a lot but I'm wondering if you could provide me with your thoughts on where you see the market heading. It seems inflation is persisting, although Kevin O'Leary I think made a good point the other day when he commented on how the USA inflation numbers stats don't reflect recent price declines in housing (there is apparently a 6 month or so delay on these stats). I keep hoping to see a recovery getting started but there seems to be little reason for optimism. Thank you.

Q: Would you be fine adding this to a portfolio for income? Do you like management and recent insider buying? Is the book value a good metric for buying this stock as well? Thank you.

Q: If I was to sell Air Canada today for tax loss purposes what would you suggest replacing it with for a 30 day period (or longer)? Or perhaps I should just sit on the cash and buy it back after 30 days?

Q: HI 5i staff. Can I have your take on HAI's recently published financial results. Do you think the worse is over for this company and continue to hold it as a long term hold or should I purchase something else with better growth potential?
Thank you

Q: Butterfly Network (NYSE:BFLY) Cathy Wood bought it. Would you?

What is it's potential?

Can you explain in layman's terms what it does & who buys this stuff?

Thank you.

Q: Good evening
BCE, according to a financial analyst, paid 114% of profit in the past year as dividends. As well , BCE paid 351% of their free cash flow in dividends during the last year.
The analyst further concludes that this is unsustainable and that BCE dividend could be cut.
Can you please provide us with your opinion regarding the sustainability of the BCE dividend?
Thank you

Q: I have a loss in VEEV of 30%. Was thinking of ROKU as a buy. I am equal weight between Consumer discretionary and healthcare with better diversification in HC.
Which as better growth ahead? Which do you prefer?

Q: Your thoughts on this stock and hold /buy attractiveness?

Q: First thanks for the swift turnaround response for ADBE, yesterday. 
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD. 
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is  13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom