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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: Hi 5i,

In my non-reg account I prefer to hold stocks that I can hold onto for a minimum of 3 to 5 years and possibly 10 to 20, that have a yield of around 3% to 5% with the stock price growing +/-5% annually.

Having said that, I am looking to add a stock that would be equal to approx. 1% of total portfolio value.

I am considering adding to my renewable utility stocks (BEP, AQN, INE and BLX which currently total 7.5% of total portfolio value), bank stocks (TD and RY currently 6% of total portfolio value) or telecommunications (Telus or BCE currently 0% of total portfolio). My concern with T and BCE are the current CRTC talks and what may be the market reaction to any deemed negative outcome.

Other than the above listed stocks do any others come to mind that you would recommend at this time?

Please deduct for multiple questions as you see fit.
Thanks!
Read Answer Asked by Brian on February 26, 2020
Q: Here it is, the long-overdue market correction. If it wasn't the conavid 19 virus that triggered it, something else would have.

I'm compiling a watchlist of virus-driven oversolds using stockcharts.com. Peter, could you recommend 5 Canadian and 5 US stocks that look oversold at the moment? The correction could drag on for awhile and bring valuations closer to historical norms, but at some point there will be capitulation and a chance to get into some good stocks at bargain prices.
Read Answer Asked by David on February 26, 2020
Q: I wonder if I could get you to speculate what impact Bernie Sanders being elected President might have on the markets. And how one might adjust a portfolio in response/anticipation of such an event. For example, I imagine there could be a major impact on health care stocks.
Read Answer Asked by David on February 26, 2020
Q: Which one of these companies would you prefer to go along with XGD for some gold exposure? Are there any hidden fees or costs associated with owning these names?What would you consider a reasonable portfolio percentage at this time? Thank you
Cory
Read Answer Asked by Cory on February 26, 2020
Q: Hi, I am 42 and just signed up for your portfolio analysis service. One of the key gaps noted was an over-sized focus on Canadian equities and etfs, and particularly a gap in sufficient international investments.
With a 20+ investment horizon for an existing rrsp portfolio, could you suggest some holdings to build a better international base? I already use Both general and thematic etfs but would be happy to add some more targeted stocks of ideas as well.

Thanks so much

Peter
Read Answer Asked by Peter on February 26, 2020
Q: HSAV is a new offering by Horizons that looks similar to PSA but is a corporate class fund (estimated gross yield 2.25%). I would like to hold HSAV in an unregistered account - can you provide any info regarding this ETF. Also, HCRE is about 1 year old, but has only about 26M in assets and an average trading volume of about 1,700 - thanks for any comments/info you can provide re this ETF!!
Read Answer Asked by Grant on February 26, 2020
Q: I'm interested in somehow purchasing shares or ownership in SpaceX which is privately listed at the moment. I know that Baron Partners Fund (BPTRX) has ownership in the U.S. but I haven't found a way to purchase Baron Funds from my current self-directed TD account. Do you know of any Canadian brokers or ways to buy into Baron funds?
Read Answer Asked by Glenn on February 26, 2020
Q: In light of the Coronavirus pandemic, there's no question that some of the big US names will experience a direct hit to their bottom line. I am currently considering purchasing Starbucks and Disney shares when shortsighted Mr. Market starts selling off.

Firstly, do you agree that there is an opportunity to be had for capital appreciation in the two companies I mentioned.

Secondly, can you please recommend three or more other US or Canadian companies with a huge presence in China (or Asia) that are directly affected by the pandemic but will most certainly continue to do well in the future given its durable competitive advantage?
Read Answer Asked by Maurice on February 26, 2020
Q: Another question about CCL. I've been a long time holder but only at a half position. I've been holding off adding as the share price has not done a whole lot for the last 3 years, even prior to the big drop last week. I've been waiting for signs of a breakout and it looks like i got it - although in the wrong direction! To be honest the earnings report did not inspire confidence with negative organic growth. And I believe the previous quarter before this one was fairly uninspiring as well. So with a lot of good companies out there that are executing well and in good/growing markets what would be the rationale for still holing on to CCL? Seems it will be dead money at best for the next little while.
Read Answer Asked by Richard on February 26, 2020
Q: I have a "friend" promoting this stock. I am always leery of these "tips" but admit I do look into them to see if there is any potential merit in a speculative play. I cannot find any meaningful info on this company. Can you share with me what you know about it.
Thanks John
Read Answer Asked by John on February 26, 2020
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