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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: What would be your top Canadian tech picks to survive or thrive in a recession.
Read Answer Asked by Neil on June 08, 2023
Q: Would you kindly identify your favourite 5 positive momentum stocks for Canada & 5 for the US ignoring income, safety etc…strictly momentum. Thank you as always.
GM
Read Answer Asked by Gary on June 08, 2023
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
Q: Not sure if this is within the scope of your service, but can you explain why a country like Japan with a huge amount of debt-to-GDP has not had a collapse of it's currency from YCC or huge inflation? How is it that increased debt has let to deflation? I've heard some reasons over the years but none that make sense.

The reason to ask is our Canadian, European and US governments also have a huge debt burden, increasing interest payments on this debt and a continuing increase in debt over the foreseeable future. How could any rational investor have confidence in this debt/credit based system? Will we turn Japanese? (to quote the Vapor's song!) What factors would push us into deflation vs inflation?

Read Answer Asked by Neelesh on June 08, 2023
Q: Hello. What do you think of a switch from NWC to AW.UN (both in an RSP)?

NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.

Thanks.
Read Answer Asked by Robert on June 08, 2023
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Read Answer Asked by Dave on June 08, 2023
Q: Hello, just wanted your updated opinion on HLIF to generate income. I would also appreciate another choice of covered call ETF with more history and with which you would be comfortable for maximum income without undue risk. Thanks.
Read Answer Asked by Martin on June 08, 2023
Q: (as a follow up to an earlier question this morning where you figured this was a sell)

not trying to pick a fight yet would you consider that, as one of the only profitable mso/pot companies, it seems like it would be a good spec at today's $10?

the chart certainly looks like it has been bottomed out

would not the potential/eventual change in the US banking legislation not be considered a catalyst that could easily see this double or triple from $10?

(as an aside, last fall when there was rumour of a leg. change, it quickly doubled)


asking for a friend........



Read Answer Asked by Robert on June 08, 2023