Investment Q&A

Q: Thinking of opening a Questrade TFSA account. Is it considered as safe as TD Direct investing or other big banks i.e., if the CEO does something stupid and it gets in trouble?? Is there insurance? Thanks as usual. Danny-boy

Q: Q1
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.


Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.

Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.

Q: I am down 24% in my Magna position. (Bought it believing it was well positioned for the EV revolution) Is this still a good 5year play or cut my losses and pick up more Google while it is still down?

Q: What is your read on this preferred? Would they behave similarly to bonds in regards to capital appreciation?

Q: Please suggest a few US and Canada mid-cap equity ETFs to invest for over 5 year term--buy & hold idea. As well, please provide for each a good entry point.
Thanks,
Roger

Q: Will LSPD become profitable in less than 3 years?

Q: "Chile plans to nationalize its vast lithium industry"

https://www.reuters.com/markets/commodities/chiles-boric-announces-plan-nationalize-lithium-industry-2023-04-21/

Is it time to sell SQM or hold on.

Thank you

Q: any recommendations for an etf[s] that track the metals ? i.e. ones that are going to be used for batteries etc.
thanks

Q: Is it the time to dip the toe and buy a starting position in CP???......Even though some stock analysts are suggesting selling CP.

Q: Peter; With our premier (Eby) sticking his nose in - and with the Liberals needing some good news- do you think it could be turned down on the
national interest clause ?
Thanks,
Rod

Q: Any hope with this one. Held for years, finally sold for tax loses but debating if I give it more time. I thought this was a great product/service for the industry.

Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

Q: Retired, dividend-income investor. I am considering adding ZUT to our portfolio, to assist us meeting our targeted asset allocation in the Utilities sector in our Cash account. We already own AQN, FTS and utilities contained within CDZ, ZLB, ZWC.

Q#1 = do you agree that this is a good fit? When I check out the rankings of other ETFs, ZUT is just "ok". However, ZUT compares very well against XUT and I like the "equal weight" approach. I also like the roughly 30% "renewables" content within ZUT. Are there other Utility ETFs that I should consider?

Q#2 = some of the metrics I look at are P/B (1.7), P/E (22.8), ROE (5.4%). Historically, is ZUT cheap or expensive right now?

Q#3 = looking at the technicals, from a value perspective, it looks to my amateur eyes that now is a good time to buy. Agree?

Thanks for your help...much appreciated.
Steve

Q: On Aug 8/22 you answered a question on BLCO and talked about a possible overhang on the stock from BHC ownership.
Can you update that reply? Basically looking for your opinion on BLCO and whether you have the "no need to rush out and buy" feeling about it. Perhaps their new CEO is a catalyst?
Do you prefer COO:US as an alternative...but seems much more expensive on valuation.

Q: I would like dividends & preservation of investments for long term
which banks would you recommend?
thanks

Q: Peter; Could you update your thoughts on UBER ? Thanks
Rod

Q: Hi,
Thanks for all your solid advice over the years as our kids RESP has done great. Our kids are currently grade 8 & 10. I have sold/ trimmed some of their holdings to create 10% cash (20k). I am planning to put the 20k into CASH.TO until I can find a RESP eligible GIC at a higher rate. How do you recommend I start unwind the portfolio? Create a percentage of cash each year? We will not be making any more contributions as we have now maximized the government grant.
Thanks a bunch,
Kerri

Q: Despite the drop in oil price, VLE is down over 25 per cent in a week which is excessive. Any specific reason for the drop. Would you buy, sell or hold. Thanks.

Q: LVS seems to be making some noise lately, it was a top pick of a BNN guest the other day and the market seems to reacting well to their latest results. The company also has received a number of analyst upgrades I believe. The last answers about this one were in the more restrictive times of COVID (especially China). Any current thoughts, especially any cautions to counter the “euphoria”?