Q: Would you acquire a larger cash position anticipating some bloody quarter 2 results? Quarter 1 results seem to only contain the beginning effects of COVID.
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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.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- International Business Machines Corporation (IBM)
Q: I have the following sector stocks and would like your expert opinion on which stocks I should keep, sell, buy more OR please suggest new stocks I should buy. Please take into account the survivability of the company if economy takes a 1-2 yrs to get back to "normal".
Financial - BNS,ECN,FSZ,MFC,TD,ZBK
Technology - FB,GOOG,IBM,KXS,LSPD,PHO,QTRH
Industrials - AFN,FDX,QST,RUS,SFL,SIS,STN
Energy - FRU,HWO,RDS.SU,VET
Materials - LIF,MX,NEXT,NTR,SJ,TECK,TV
Consumer Discretionary - BOS,BPF,CCL,CGX,DIS,GC,MG,NFI,PDYPY,TCL
Financial - BNS,ECN,FSZ,MFC,TD,ZBK
Technology - FB,GOOG,IBM,KXS,LSPD,PHO,QTRH
Industrials - AFN,FDX,QST,RUS,SFL,SIS,STN
Energy - FRU,HWO,RDS.SU,VET
Materials - LIF,MX,NEXT,NTR,SJ,TECK,TV
Consumer Discretionary - BOS,BPF,CCL,CGX,DIS,GC,MG,NFI,PDYPY,TCL
Q: What would be a good technology etf for the very long term other than QQQ???
Many thanks
Many thanks
Q: This is to answer the question posed by another subscriber. TD added PHO to their Quantitative Small Cap Portfolio and deleted DSG because it is now a large cap.
Here is the text:
Canadian Small Cap Model Portfolio Market Overview/Technology
We are adding a position in Photon Control Inc. (PHO-T) at 2.0%. We have seen a relative shift to value (i.e. cyclical) from growth over the past few weeks. One area where this shift has been confirmed is by the recent breakout in the more cyclical small-cap semiconductor stocks relative to the technology sector.
We are also removing our position in Descartes Systems Group Inc. (DSG-T, portfolio weight 5.9%). After gaining more than 134% since its addition to our small- cap model portfolio in early-2017, its market weight has increased to 26 bps (i.e. $5.5 billion market float) and as a result, it no longer qualifies in our small-cap universe.
Here is the text:
Canadian Small Cap Model Portfolio Market Overview/Technology
We are adding a position in Photon Control Inc. (PHO-T) at 2.0%. We have seen a relative shift to value (i.e. cyclical) from growth over the past few weeks. One area where this shift has been confirmed is by the recent breakout in the more cyclical small-cap semiconductor stocks relative to the technology sector.
We are also removing our position in Descartes Systems Group Inc. (DSG-T, portfolio weight 5.9%). After gaining more than 134% since its addition to our small- cap model portfolio in early-2017, its market weight has increased to 26 bps (i.e. $5.5 billion market float) and as a result, it no longer qualifies in our small-cap universe.
Q: Are there any recommendations you may have for good alternative investment ETF's or Mutual Funds that a retiree can use to enhance income with some capital appreciation. (note: Stable income is the most important consideration.) Also what percentage allocation do you typically suggest for a portfolio.
Thank you.
Thank you.
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard Total International Stock (VXUS)
- Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
Q: Need income, Like to convert from equity to ETF's with a dividend of 5-7% for the next 10-12 years ...15 Etf's... 5Can.5 US and 5 International. or close to that. Cover call ETF's OK, Dividend Growth always good. Leaning towards income first.
Many thanks for your excellent service.
Cec
Many thanks for your excellent service.
Cec
Q: Please rate your top 5 Canadian junior oil picks. Would you buy them today?
Thanks,
lsm
Thanks,
lsm
- Cenovus Energy Inc. (CVE)
- Mattr Corp. (MATR)
- Baytex Energy Corp. (BTE)
- Gran Tierra Energy Inc. (GTE)
Q: Hi, I did a screener (Region: Canada, Volume (End of Day):greater than 1500000, % Shares from Institutions: 50% to 100%), and these energy companies came up.
1,Do you agree to invest in these?
2,which order (if any)?
3,would you modify my screener search or keep it same?
1,Do you agree to invest in these?
2,which order (if any)?
3,would you modify my screener search or keep it same?
Q: What is your outlook for prn ?
Q: I was looking to purchase an undervalued stock and considering ATD.B but today it is down over 3% and underperforming the S&P. There was a change in the board of directors (which may have contributed) and CFRA reduced its rating from Buy to Hold due to volatile crude prices and restricted global traffic. Do you see this as a longer term trend or is it an opportunity to buy now or a bit later? Can you recommend other undervalued Canadian stocks for a balanced equity portofolio?
thanks
thanks
Q: Which of these two show more potential for growth? How do you rate each?
Q: any thoughts about the above for us dollar
portfolio?
are they buyable at this time?
thanks.
portfolio?
are they buyable at this time?
thanks.
Q: There seems to be a variance on stop-loss pecentages for investors that use.Could you give an opinion on same ?
Q: Would you give me your opinion on Titan Medical for a longer tern buy? Thank you. cheers
Q: Automation tech. co. Memex has struggled the last few years they appear to have a leading automation product in "Merlin" but can't seem to achieve any momentum your thoughts on this co.
Thanks
Lance
Thanks
Lance
Q: Can you give me your opinion on CloudMD?
- Sangoma Technologies Corporation (STC)
- Macro Enterprises Inc. (MCR)
- Photon Control Inc. (PHO)
- Questor Technology Inc. (QST)
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- FLIR Systems Inc. (FLIR)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Alteryx Inc. Class A (AYX)
- Amedisys Inc (AMED)
- Chegg Inc. (CHGG)
- Repligen Corporation (RGEN)
- Five9 Inc. (FIVN)
Q: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton
Clayton
Q: Would you invest today.They received a contract from US military of 24 million.Is this looking like a turnaround towards better days.
- Lumentum Holdings Inc. (LITE)
- Stag Industrial Inc. (STAG)
- Cirrus Logic Inc. (CRUS)
- iShares Russell 2000 ETF (IWM)
- ONE Gas Inc. (OGS)
- iShares Russell 2000 Value ETF (IWN)
Q: I have owned Russel 2000 Growth, as per your model growth fund for several years and over the long haul it has been a good performer. Thanks so much as usual!
I have recently read a couple of different articles referencing the potential for small cap value to perhaps outperform the market over the coming period of economic growth (ever the optimist). In particular, Simon Consable's article yesterday in the Wall Street Journal "Small ‘Value’ Stocks Are Down but Not Out" These stocks are still amongst the markets biggest losers year to date. What are your thoughts on this hypothesis and would adding the Russell 2000 value be a reasonable way to play this? Are there any individual stocks that you currently like that would fit this thought that are yet to rally?
As always, thanks for the great advise and service,
John
I have recently read a couple of different articles referencing the potential for small cap value to perhaps outperform the market over the coming period of economic growth (ever the optimist). In particular, Simon Consable's article yesterday in the Wall Street Journal "Small ‘Value’ Stocks Are Down but Not Out" These stocks are still amongst the markets biggest losers year to date. What are your thoughts on this hypothesis and would adding the Russell 2000 value be a reasonable way to play this? Are there any individual stocks that you currently like that would fit this thought that are yet to rally?
As always, thanks for the great advise and service,
John
Q: On June 9 Jeremy states in “Questions” that TD has added PHO to their portfolio
Can Jeremy or 5i explain which portfolio he is referring to at TD ?
I am a TD client but cannot find such a portfolio on TD site
Appreciate any help
Thanks
Can Jeremy or 5i explain which portfolio he is referring to at TD ?
I am a TD client but cannot find such a portfolio on TD site
Appreciate any help
Thanks