Investment Q&A

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.

Q: Are there any Canadian listed DOW equal weight etfs? Thanks Bill

Q: REAL OR XBC: Which stock has more upside, risk tolerance is not an issue and my portfolio is well diversified? They are in different sectors... If you had to choose 1 which would it be or would you own both?
Thanks for your service!

Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?

Q: Is there a security, EFT, or some other option available in Canada to trade volatility? If not, what is available in the US market?
Thank you.

Q: TECH Just came across this new ETF. Can you give me your opinion on investing now or wait. Don't see how it can't succeed with these names.

Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!

Q: What are your thoughts on Coin?..is it comparable to buying a stock like X? I was thinking that coin must be dertermined by number of transactions and not necessarily on the price of crypto currency.. is that correct?Thank you. Shyam

Q: On May 6 BIP released great earnings results (in my opinion). There has since been heavy selling pressure. Why does a stock sell off after releasing good earnings results and will BIP rebound?

Thanks

Q: Suppose I sell a U.S. stock for a capital gain in USD. This must be reported in Canadian $ on Schedule 3 of the income tax return. But in CDN $ at today's exchange rate, I have a (paper) loss. Shall I be claiming a capital loss, even though I won't literally be converting the dollars?

Q: I have 5i for its portfolios which I follow, invest and succeed with as I update with you each month (thank you very much!). I also have Mornngstar which provides a different view of my portfolio and access to assessments of companies in my portfolio and relevant information. As a DIY investor I believe I need to be informed as to what is happening thus I look at my portfolio every day even though it is said you need to look at it only once a year! Simply Wall ST. is another venue for portfolio information. This shows my portfolio, again, in a different light. Since I only depend on 5i for the most part (sometimes I sell a loser earlier than suggested or add to winners) and its portfolio analytics, and since I do not really act on the information provided by the other companies but it is comforting to know and explain about my portfolio.
MY QUESTION IS: Do I really need Simply Wall Street and Morningstar?
Stanley

Q: On April 19 you responded to a question, stating the SI of GME was 19%. Where do you get that data. And is it the same today? Thanks

Q: In a recent question a subscriber described their portfolio as a percentage of balance, growth and income stocks. What stock parameters would you suggest that I use to categorize stocks into balance, growth and income stocks. Thanks … Cal

Q: If I have a significant carry forward loss but have a small cash position in my non-registered account [mainly fully invested], does it make sense for me to move funds from my TFSA into the non-registered account to try and make some capital gains to offset the loss? In either case I would not be taxed on any gains.

Thanks...

Q: Hi Peter
please comment on ITB iShares US Home Construction ETF.
The Pros and Cons of owning it.
Buy, hold or sell?
Thanks Ronald

Q: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views

Q: I am interested in Barrick Gold as a Gold/Copper play. I would like to know what percentage of revenue comes from copper and can your crystal ball indicate if this portion is likely to increase or decrease.
With appreciation
Ed

Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks

Q: If you had 100,000 CAD cash to deploy, what are your top picks from your Growth/Balanced Equity portfolios you might consider buying today. Especially interested in you helping me identify the ones getting hammered these days with the current market volatility.

Thanks for your help.