Investment Q&A

Q: Hi Guyz, can I get an update on Block, its been taking another hit lately and your insight will help me make a decision on whether to hold or sell.
Thanks.

Q: I'm confused about the different Brookfield group of companies (I may not have them all listed), namely, which one should be held under which circumstance (income, growth, registered, unregistered etc) and is it beneficial to hold multiple, and if so which and why. Thanks!

Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.

Q: What seems to be causing the volatility in the stock, post earnings ? It was supposedly a solid quarter and SPA issues appear to have been put to rest.

Thank You

Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).

Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.

I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek

Q: I find the "Dividend Updates" link at the bottom of the home page to be very useful. On many occasions it was the only place I learned one or more of my holdings had increased its dividend.

In a similar vein, it would be useful to learn that a company had initiated a share buy-back program - positive news for shareholders. Is it possible to include another link on your home page that points to some summary or repository of share buy-back information, NCIBs, etc.? Also useful would be information indicating if the company is actually buying back shares, how many and some measure of progress on the announced buy-back target.

Thank you. IslandJohn

Q: H i5i,

I have a question about opening $10,000 RESP for our granddaughter who is 11 yrs old. An extra $2,500 will be added each year to qualify for the $500 from the gov't.

We are newbies to RESP's so pardon our ignorance for our lack of knowledge. Our current service is through a CDN bank so each transaction costs $. That is ok for us as a buy and hold strategy. For an RESP, is it best to open an account with Wealth Simple to avoid fees? We would like a DRIP stock(ETF) and then a suggestion how to manage the additional funds that are added each year. Do you have any suggestions?

Thank you for your service. Without question, 5i is the best value that I have ever found. It is our go to reference and we let everyone know if they pay for one service, 5i is the best choice.

D&J

Q: I have held West Fraser for some time, sold to take out my original investment cost and have been holding the remainder for a few years wondering if or when housing demand will start to boost the lumber/panel prices.

I think now, or soon, is a time to consider adding a different company, near the bottom of the cycle in preparation for a trend of rising prices. Canfor is going to be challenged with BC fibre supply in the interior of BC as a result of fires and government policy, while Interfor has (I think) diversified nicely into the US; Canfor less so.

I already own Home Depot and would like to add another producer; Interfor, Canfor or a strong US producer. Your insights on your "top 2" companies would be appreciated.

As always, Thanks very much.

Dave

Q: I need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim

Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.

Q: what is your current opinon on Boston Beer (SAM).

Has the company ever paid a dividend ?

Q: I am a retiree and looking for conservative growth stocks with target of 3 to 5 years hold. Dividend is nice, but, not important. Based on the current market condition and valuations, could you recommend 5 Canadian stocks and 3 global ETFs? Please suggest an entry point with a note for the reason of recommendations. Thanks so much.

Q: I've been reading opinions that the tech sector has topped, especially in the US. Wondering if I should be proactive and trim my tech holdings. Do you see a possible downturn in tech stocks?

Thanks

Q: Can you please provide your outlook on Storage Vault Canada? I found the total debt to EBITDA ratio is 11 times. Would this concern you when considering adding this stock?

Q: Dear Peter et al:

I know this is an unfair question! Asking you to rank order your favorite children :)

Plan to add some fresh funds in these stocks in an orderly fashion.
Any thoughts?

Please feel free to add any other small cap stock(s) that you think is as good as these favorites of yours!

Q: The last commentary on this company by 5i was in Sept 2022. I would appreciate if you could provide an update
Thank you

Q: What canadian dividend stocks are most suitable now to buy on margin to enjoy the preferential tax treatment of dividends and possible capital gain due to lower rates.
Please list three stocks in order of preference
Thanks
Raouf

Q: Hello,

Any reason for the drop in FSZ today? Thanks

Dave

Q: Can you pls recommed 3 hedged CDN ETFs that focus on US high dividend stocks, with an estiated 10% yield including both dividend and capital appreciagtion for over the next 1 year?

Q: Tech is the second largest weighting in my portfolio (at 20%). I have 3/4 of a position in PANW, with most of my initial investment out, and am up 474% on the remainder. I also own NVDA, AMD, APPL, FISV, MSFT and a few other small, high risk non-cyber security positions.

With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.

My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?