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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: I understand the concept of selling a portion of your winning stocks when they go up such that their weighting becomes, for the sake of argument, let’s say around 10% of the overall portfolio. In the current situation we seem to have a slightly different scenario where some sectors (Financials and Industrials) have gone down while a company like CSU has been stable. However CSU’s weighting (and Tech in general) has gone up due to the decline of the other sectors. Would you still recommend reducing the weighting of the winners when the increase is mostly due to the decline of the others?
Thanks,
Jim
Read Answer Asked by James on May 13, 2020
Q: I am considering an appropriate asset mix, and I am leaning towards a minimum 40% US by acquiring VFV, HXS, a minimum of XQQ, and HXQ. For Canadian stocks I am aiming at 15% Tech, 15% Utilities, 10% Industrials, and 15% REITs. I would appreciate your opinion, thank you.
Read Answer Asked by Dennis on May 13, 2020
Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille
Read Answer Asked by Camille on May 13, 2020
Q: Hi, I am looking to invest a new half position in SLF or add to a half position in PBH. Would you favour one over the other today? I don’t mind risk, I favour growth, but am slightly light weight in financials.

Also, I currently hold VUN in my RRSP. After reading the ETF fund update, would you recommend switching to ZSP or ZUQ? I recognize the withholding tax advantage of the other two over VUN. Is that alone worth the switch?

Thank you.
Read Answer Asked by Dave on May 13, 2020
Q: Which do you currently like better for growth. I must admit hearing that SHOP has started down the POS road makes me slightly nervous about LSPD. On the other hand LSPD has a lot of cash DSG a little debt. We also own SHOP, KXS,TEAM,NVDA,CSU,AYX in the tech space. Would be selling LSPD for a tax loss if you think DSG is better.
Read Answer Asked by Paul on May 13, 2020
Q: AX.UN,BEI.UN ,CUF.UN ,EXE, ,IIP.UN, PLC, This are my big looser,What is your opinion
and if sell which one or all?
Read Answer Asked by Nizar on May 13, 2020
Q: My Virtual Brokers account still shows shares of Guestlogix (gxi:ca) and Newnote Financial (neu:ca). Both companies went out of business several years ago. Can I get anything for these, ie some bankrupsy settlement? Should they be removed and junked, or is there any benefit to do nothing and wait?
Read Answer Asked by Bob on May 13, 2020
Q: Good Morning Peter & team,

Once only thought of as a European/Asia market phenomenon, There is talk we could see negative interest rates in Canada in the next year. Technicals for the big banks are all similar - the beginning of a recovery last week in March as things started turning around then, plateau. Still higher highs and higher lows but not the same recovery as the Markets in general.

I own TD & BNS. I have read your comments on both. Do you feel these are worth holding? Do you think Negative rates could happen? And if so what effect could we expect on the big banks?

Thanks for all you do.

gm
Read Answer Asked by Gord on May 13, 2020
Q: Hi Peter...I am trying to make a case to myself for buying either KL or AEM. I have no "Material" stocks. I have been reading the questions and responses on AEM and KL. If I understand you correctly you like both companies almost equally. Both have solid financials and excellent management. Both operate mines in what are considered safe jurisdictions. KL I think operates a mine in Argentina so there is a slight risk increase due to that mine's location. KL has another risk due to the acquisition of Detour, a low grade, high volume open pit mine. KL will somehow need to make Detour more profitable and there are doubts KL will have success.
AEM is charting better than KL currently. Morningstar shows KL as being slightly undervalued. If Detour can be made more profitable then KL's stock should be able to better match AEM's performance.
If you can be said to favour one company over another I think you would side with KL because of its potential to make Detour more profitable.
On a macro level with low inflation we will have low interest rates and an increase in the money supply which should be good for gold as a commodity. Our Covid-19 fears I think play well into the emotional need to own gold.
Please correct me if I have misunderstood you.
Thank you,
Jim
Read Answer Asked by James on May 13, 2020
Q: Hi 5I team,
As a retail investor, how many stocks would you recommended to hold? I am currently hold 30 stocks in different sector(listed below) which sector would you recommended to add/trim?
Cannabis 4.96%
Cash 37.85%
Consumer discretionary 1.65%
Financials 12.31%
Industrials 8.24%
Materials 2.84%
Materials&Mining 17.43%
Oil&Gas 3.08%
RealEstate 0.61%
Tech 5.44%
Telecom 3.13%
Utility 2.46%

Cheers,
Read Answer Asked by Kate on May 13, 2020
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