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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 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
Read Answer Asked by Jim on July 30, 2024
Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.
Read Answer Asked by Michael on July 29, 2024
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.
Read Answer Asked by Chui Po on July 29, 2024
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
Read Answer Asked by Brad on July 29, 2024
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!
Read Answer Asked by Savalai on July 29, 2024
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?
Read Answer Asked by Ron on July 29, 2024
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?

Read Answer Asked by Dave on July 29, 2024
Q: Writing in again because I keep hesitating about how to start a high growth all equity portfolio..

For context, I am 39 years of age, with a comfortable income, and planning on working about 25 years. This would be for retirement money.

You previously answered you would be comfortable with an SP500 index fund as VFV of SPY as opposed to an all in one equity fund such as VEQT or XEQT, from what I understood.

Can you please suggest a porfolio of 5 to 7 all equity ETFs that you believe to be superior to the all in one variety. I don’t necessarily care about the truisms about absolutely needing to be geographically diverse. And I certainly prefer to avoid Canadian home bias.

Thank you.
Read Answer Asked by Karim on July 29, 2024
Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.
Read Answer Asked by Ian on July 29, 2024
Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK
Read Answer Asked by bob on July 29, 2024
Q: hi, if I sold about half of my SHOP, what would be your top 3 US and CDN stocks to consider as replacement? this is in my RRSP. cheers, and thanks! Chris
Read Answer Asked by chris on July 29, 2024
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