skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: ATD was listed as consumer defensive before on the TSX as well as Balanced portfolio. It has since changed to consumer cyclical. Not a major concern, but I try to balance things out in line with Portfolio Analytics.

Should I be considering ATD as a cyclical and add some consumer Defensive?
I have PBH already, so I am not sure what would be best to add in this sector.

Lastly, have you thought about allowing Sector Allocations and International Sectors to be adjustable with Analytics.

Thanks.
Read Answer Asked by Colin on January 13, 2022
Q: Which company do you believe has greater up-side in 2022: SLF or LWRK?

I currently hold both LULU (down 12%, TFSA) and ATZ (up 40%, cash account). Am contemplating:
* continuing to hold LULU
* selling LULU and buying more ATZ (thus raising my ATZ holding to 4.35%)
* selling LULU and purchasing AMZN. Your advice would be most welcome.

Thank you,

Maureen
Read Answer Asked by Maureen on January 13, 2022
Q: I'm entering retirement and won't be adding much more new capital to savings and so capital preservation is paramount as I look at drawing down phase in the next 6 months. Right now I am still heavily exposed to the markets with about 85% equity exposure. I want to increase the amount of safety but am concerned with the loss of purchasing power and feel the old 60/40 rule isn't adequate anymore. The big dilemma in today's environment is that there really aren't a lot of alternatives to stocks for keeping up with inflation, but this involves capital risk. What balance do you think is more appropriate in this environment? I'm thinking around 75/25 while trying to keep around 12-18 months of expenses in high interest savings so one doesn't have to sell into a down market.

Are you aware of products offered in the market that may provide returns of 5-8% while being "fairly" safe for the capital invested?

Any suggestions on perhaps bond funds that offer returns that will at least keep pace with inflation after fees without undue manageable risk for capital safety?

Looking for any ideas..preferred shares ETF's? (know there is still some capital risk here). Thank you for your help and input.
Read Answer Asked by Andrew on January 13, 2022
Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.
Read Answer Asked by Don on January 13, 2022
Q: I read recently that there has been a change in senior management at Fiera, with Mr Desjardins the former CEO moving to Executive Chairman. I believe that he is 77 years old, the controlling shareholder and founder of the company. I had thought that he would be selling the company due to his age. but now I am wondering whether it has become a value trap. What do you think?
Read Answer Asked by Barry on January 13, 2022
Q: In mid December I moved some shares out of my TFSA into a non-registered account.
The non-registered account shows a market price for those shares attributed to the time/date that I moved the shares. Can I assume that that is the amount of additional room that I now have in my TFSA? What I am intending to do is to move some other shares into the TFSA.
Read Answer Asked by william on January 13, 2022
Q: Stan Wong on Market Call had EQRR as a top pick. I've been looking for an ETF like this. It looks like the MER is .35%. What do you think of this or do you have a different one that you could recommend for outperformance with rising interest rates? Thanks!
Read Answer Asked by TK on January 13, 2022
Q: Hello Peter,
Thank you for recommending Tamarack(TVE). 10% in the last few days, I will take that.
My question is on Lundin for copper/base metals. I saw your recommended that a couple of days ago and today it had a nice pop of 10%. Is the easy money already made or it will still be your preferred choice? Or would you suggest another name? Does not necessarily have to be on tsx,
Regards
Rajiv
Read Answer Asked by Rajiv on January 13, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!