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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: Hello, I am wanting to increase my TFSA Industrial sector from 12% to 15%. I presently hold ATRL CP MDA and DRX. Which would be better addition RTX or ATS? Another thought is add RTX and replace DRX (down 30%) with ATS. I do hold for longer term. Thanks for any comments.
Read Answer Asked by Roy on January 22, 2025
Q: I have most of our Reits in our TFSA accounts, which I understand really should be for more growth stocks. If I take a position with CHP.UN and put it in our margin account, do you know how much would be Dividend and how much is other income that is taxed differently? Does it make that much difference?
Reits have been out of favour recently and coming to year lows. Do you see this as a buying opportunity, or are you cautionary? Do you see more potential downside?
Thanks so much!
Read Answer Asked by Pat on January 22, 2025
Q: Hi, for smaller cap companies, what would be your max position sizing for someone that is a medium/high growth oriented investor. What are some criteria's you look at when sizing a position depending on if it is small, mid, or large cap? Beta/volatility, cyclicality? I'm guiding towards 5-8% for larger cap names such as CSU, BN, BKNG, GOOG, etc... and 2-3% for smaller names such as LMN, TVK, PRL, WELL, VHI, ATZ, etc.. I know for more volatile names, a smaller position can have just as large an impact in a portfolio. Thanks!
Read Answer Asked by Keith on January 22, 2025
Q: I am 45% Canadian and 45% US, 10% international, what do you suggest this year? I would love to reduce the US but is there alternatives ?
Read Answer Asked by Jean on January 22, 2025
Q: looking for safety of dividend and single digit capital appreciation. would you sell BCE and replace with 50 percent to TIH and 50 percent to either CAR.UN or GRT.UN. thanks Richard
Read Answer Asked by richard on January 22, 2025
Q: Everyone, if you could change one think about the investment industry, what would it be and why? Clayton
Read Answer Asked by Clayton on January 22, 2025
Q: Everyone, what has been the biggest / best change in the financial investment industry when you started (Peter)? Clayton
Read Answer Asked by Clayton on January 22, 2025
Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
Read Answer Asked by Anh on January 22, 2025
Q: This share holders vote for GXE is a mess. I am reading other bullboards where share holders can't seem to get the form to vote for or against the proposed partial sale of GXE to CVE. They have the chance to chose if they want to take shares or cash as if they deal has already been approved. Is two months, considering those two months included Christmas, considered a short, long, or normal length of time for a company to make an announcement of a major change and the actual vote on the proposal by share holders? This deal seems very rush and communication from gxe has been minimal.
Read Answer Asked by Paul on January 22, 2025
Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Read Answer Asked by Dave on January 22, 2025
Q: I was looking to add to some of my steady, stable investments - including these two. Would you agree that the valuations are reasonable to purchase additional shares currently, or maybe recommend holding off on purchasing more of either/both of these, until the US tariff concern is better outlined - could this really depreciate the value of these railways?
Read Answer Asked by Anthony on January 22, 2025
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