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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: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Read Answer Asked by Grant on March 18, 2022
Q: Thanks for your previous answer on the share split in these companies. However, I have one final question. Should I deduct the book value of the spin off shares of pmz.un from the original book value of the HR.un shares to come up with an accurate picture?
Read Answer Asked by Robert on March 18, 2022
Q: My son (30) has some money and wants to put it in your small cap growth model. He wants to include a number of ETF's to have some other exposure. He would put 30% of his money in the small caps and 70% in ETF's. Here is the list of ETF's he is considering, but is worried it is too many. Can you please help with the ETF list as he is concerned that he has too many. Please take as many credits as needed. Thanks.

XIC 15%
XIU 15%
CDZ 5%
QQQ 10%
IWR 7%
DIA 10%
SPY 10%
SDY 5%
VTI 8%
IDV 5%
VXUS 5%
VEE 5%

Read Answer Asked by Gregory on March 18, 2022
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Read Answer Asked by Peter on March 18, 2022
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
Read Answer Asked by Peter on March 18, 2022
Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
Read Answer Asked by Jeremy on March 18, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: For the past 4 years or so, DFN fund management has increased the share count via bought deal, two times a year. While it should not matter in DFN's case because of it's business model, each share increase has caused the stock to tumble. It then creeps slowly upwards until the next increase causes it to tumble again. Some months ago DFN announced the "At-The-Market Equity Program" is renewed.

What does "At-The-Market Equity Program" mean? Presumably it also means they can still do large bought deals when the price is high, just that it won't be as predictable as the past years spring and fall issuance..?

Thanks for the ongoing great service.
Read Answer Asked by Mark on March 18, 2022
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