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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: Shopify has crept up close to 10% of my portfolio. I have already taken back more than my original investment. I know that from a portfolio management position it should be trimmed, but is there any case to hold it long term, or is it best to trim and re-allocate.

My book value is low on it and it is in Non-taxable account.

My logic is letting a some concentrated positions run to outperform the market, but I also see the risk of a major correction in a momentum stock.

Thanks again.
Read Answer Asked by Colin on June 22, 2021
Q: Hi Peter, Ryan, and Team,

Our local pharmacy is in a building owned by Northwest Healthcare Properties, and noticed that the door opening devices have been changed from the kind you needed to touch to push, to the new type where you only need to wave your hand without touching - a great improvement, especially due to Covid. I've also noticed this device at the restroom door at a local Swiss Chalet.

My question is this: are there any companies or ETFs in Canada or the US that are engaged in these infrastructure improvements that seem to be gaining wide acceptance?

Thanks as always.






Read Answer Asked by Jerry on June 22, 2021
Q: I’m looking for a US value based ETF that will outperform the overall market if the rotation into value continues, but should just the same be a solid long term (5-10 year) hold regardless of how the growth/value trade plays out in the future. What would be your preference between IWN, IWS, VTWV or is there something else you would suggest?
Read Answer Asked by Steven on June 22, 2021
Q: I have a portfolio weighted to US Tech Growth stocks. About a year ago, I sold some companies and moved 10% of my cash into 1) Gold (HEP) 2) Short term bonds (HFR), and 3) a Banking ETF (ZWB) to diversify. These three have proven to be losers for me. Does it make sense to keep any of these three for continued diversification or are there better ways to round out the portfolio with a bit of a safety net? Thanks!
Read Answer Asked by Marc on June 22, 2021
Q: Hi,

My question is of the companies I've listed, which 2 or 3 would you add to for a 5-10 year horizon. I currently own all of these, with no total value exceeding $500.

I am just starting a small portfolio and have $1000 USD to put into my RRSP to add to these exisiting stocks.

How would you rank them?

Thanks!
Read Answer Asked by David on June 22, 2021
Q: Got some shares of OGN in the MRK spin off, too small an amount for me to keep as a holding. Sell and buy more MRK is an option or add to SU, SLF or BCE? Un-registed account, +5 year hold.
Read Answer Asked by Tom on June 22, 2021
Q: Portfolio analytics --> I need international exposure.

I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.

Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.

Thank you,
Ian.
Read Answer Asked by Ian on June 22, 2021
Q: I see these 2 REITs have been compared before, however they have both moved up lately and I am considering a long term holding 5+ years and would like your opinion which you think is positioned to grow more?
I am looking for industrial do you prefer a different canadian reit?

Read Answer Asked by Lee on June 22, 2021
Q: Hi,

If not already asked, what are your thoughts on the most recent news for Aritzia wrt acquiring a men's clothing line? I for one had not heard of this brand so not sure how it might stack up to other men's clothing brands. How accretive might it be?
I took a 1/2 position just before the announcement so good timing on my part. :) Street seems to approve of the purchase.

Also wrt ATS Automotive recent acquisition....thoughts on this? How accretive or what might it mean to additional revenues/profits going forward?
I don't own this but am watching it closely.

Cheers,
SteveMc
Read Answer Asked by Stephen on June 22, 2021
Q: Hello 5I
Thanks for the site update.
Would it be possible to filter the smaller cap companies in the market data? I do not dabble a lot in the smaller cap space and of course their prices move around a lot.
Thanks
Jeremy
Read Answer Asked by Jeremy on June 22, 2021
Q: For my small growth portfolio and looking to buy these 5 techs now, would you avoid or hold off on any of these with the current conditions and prices??
Read Answer Asked by Danny-boy on June 22, 2021
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