Investment Q&A

Q: I'm in the process of divesting about half of my investment holdings (basically everything in my and my wife's TFSA) and using the cash towards a downpayment on a home. Everything in the RRSPs will remain. This leaves me with basically 1/2 of the investments I used to have (i.e. 10 positions instead of 20).

If not for the downpayment, I would have kept the money invested in the stocks I've purchased in the TFSA and am fairly diversified. But now that i'm selling everything in the TSFA, I'm really not diversified anymore.

What's the better play? Sell some of my existing positions in the RRSP and buy back into the positions I sold from the TSFA so I'm back to being fully diversified? Or slowly buy back the positions I sold in the TFSA and slowly get diversified again? I figure it will take at least 5 years to get my investable cash in the TSFA back to where they are now.

Q: What is your current view of Canadian Tire (CTC.A). Its come down the last few days and I'm wondering if its time to start a position.

Q: Which stock would you prefer at current price and reason please?

Thank you,

Q: Hello,
I am considering selling LSPD and buying more ARX and/or CVE given the current environment. Would this plan be a good way to make money in a down market?

Q: I own BCE as a core holding. As a second stock in the communications sector, would you prefer Telus or Verizon in a dividend focused portfolio?

Q: Please rank the following in terms of your preference for a new buy now in a dividend focused portfolio: MFC, SLF, IFC, POW, PRU

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: Copperleaf Technologies IPO is being priced at $11 to $14. What is your opinion on this IPO? I am thinking of applying for this IPO. Thanks

Q: Is this a great time to get in or wait for the dust to settle? what has changed with the company for it to fall so much?

Q: What's your view on CSCO as part of a dividend portfolio? I'm interested in their move towards more of a fee for service model.

Q: What is your preferred stock in the consumer discretionary sector that would be appropropriate for a dividend portfolio?

Q: LSPD has issued a response to the short attack:

https://stockhouse.com/news/press-releases/2021/09/29/lightspeed-comments-on-short-seller-report

I would be very reluctant to sell shares in LSPD and more inclined to purchase more. Like previous short attacks on high growth companies like SHOP and NVDA, I'm quite sure this one will prove to be bogus and just another cynical attempt to profit from the resulting sell-off. In the case of SHOP and NVDA short attacks, the short-sellers who issued the reports even pledged to give lavish donations to charities if the stocks recovered (In the case of SHOP, $200,000 USD was pledged if it ever rose above $200!). Wouldn't we all love to buy SHOP for that price today?

My only question in all of this is whether there will ever be any regulatory control over short-attacks that can be proven to be opportunistic.

Q: I asked this last week but haven't seen a response yet, so ignore if the answer is pending. I hold these as a basket of spec stocks looking for extreme growth. I've done well with all but MTLO and I'm wondering if it still fits here or if I should let it go and roll into the remainder. Would you have a favorite one or two from this list? Any you would run away from?

Q: Do you think high inflation or even stagflation will come to fruition in the near future? If yes, is it best to save and build up your cash position or continue to invest in great companies in both scenarios?
Which stocks/sectors would be best to invest in a high inflation or stagflation environment?
Thanks

Q: MS has recently been downgraded by a couple analysts. What are your thoughts on MS and is there a preferred US financial?

Q: Are there any tax disadvantages to adding XSP or ZSP to a non-registered account?

Q: With regards to minimum holding periods. Would the following assumptions be reasonable:

XSB - 1 -2 years
XBB - 2 + years

Thanks,

Joe

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.

Q: Thinking of adding a small TFSA position with one of these, looking for a potential “pop” with a 5 year outlook without regard to risk. Is there one you like better than than others for that potential?
Appreciate your insight as always.

Q: What is your opinion on CHR. I've got a bit in my TFSA that I'm up on and more in my cash account that I will be selling for a tax loss, I'm wondering if I should sell now or wait a few more months

I'd like to swap into agriculture and precious metals if you have any top picks

Thanks