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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: The initial investment on these and others has doubled. I do not require the funds immediately. I know these are outstanding companies. Each makes up 2% to 3% of the portfolio that is up by 10.5%. In this environment do you still abide by the statement "let the winners run", even to this extent. Should they be trimmed back to the initial cost, or should they be replaced? There are sixty positions in the portfolio balanced through all 11 sectors. I am a 77 year old dividend value investor.
Thank you for all your great input
Stanley
Read Answer Asked by STANLEY on January 25, 2023
Q: I believe in copper investments for long term for various reasons.What would be your choice concerning copper mining stocks ETF,I noticed that COPP holds mostly CDN stocks and COPX is quite diversified geographically.Any other copper mining stock ETFs suggested ?
Read Answer Asked by Jean-Yves on January 25, 2023
Q: Good morning 5i,
I enjoyed reading your latest market report on the potential for decreasing inflation, and am thinking of tweaking some sector realignment to capture this possibility.
I have had a good 2-3 year run with RSI but their earning do not look good so am planning on selling this. Will then redeploy funds into utilities which are underweight currently. Does this approach make sense for an income investor?
Read Answer Asked by Steven on January 25, 2023
Q: Hello,

Are there any US or Canadian companies you see as attractive opportunities for medium to short-term option plays? Short-term being less than a year (3-6 months, medium-term being 1-2 years. I understand these short-term price changes can really be a toss-up, but am cautiously optimistic about the market pricing in current fears and moving upwards over the next year.

Also, am wondering if this specifically would be attractive to you: GOOGL $1.81 @ 110 Strike April 21 Expiration
Read Answer Asked by Robert on January 25, 2023
Q: Hello. On uranium companies, what stocks would you look to for outsized returns, in a uranium bull market, irrespective of risks? I’ve listed some for comments but would welcome your thoughts on other potential companies. Of those listed, in addition to any others you might mention, please rank by preference (again on the assumption of a uranium bull market). Thanks!
Read Answer Asked by Robert on January 25, 2023
Q: Thank you for your report yesterday on month-to-month inflation, which I found very useful. Is month-to-month inflation something that you have been reporting consistently, or would you consider reporting it from now on given the focus at the moment?
Read Answer Asked by D on January 25, 2023
Q: After further review their most recent acquisition not only is large in relative terms the cash flow yield and payback period looks extremely attractive. Exiting 2024(assuming $80 barrel) the company should have a pristine balance sheet with massive cash flow for many years to follow. Is that your assessment assuming same oil price and no other M&A?
Read Answer Asked by Chris on January 25, 2023
Q: At 21.55%, I'm overweight financials. My problem is that I like all my stocks in this sector: BAM (2.9%), BN (4.9%), GSY (4.4%), X (5.2%), V (4.2%). In addition, all save V are in a non-registered account and would incur capital gains when sold.

In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.
Read Answer Asked by Maureen on January 25, 2023
Q: I'm primarily a growth investor with a tolerance for risk. I do not have any semi-conductor companies in my portfolio. I was considering AMD or NVDA but I'm not wondering if AEHR might be good play to consider since it does chip testing. It does seem to be growing revenue quickly and surprising the market with it's earnings. What comments/advice do you have wrt to how I should think about the chip players including the high tech testing play that AEHR offers? Thanks!
Read Answer Asked by Marc on January 25, 2023
Q: I have owned IVN for many, many years....back when it was below $1. I have sold bits as it has moved up over the years. I was always told not to fall in love with a stock and feel I might be with IVN.

Can you give me a best case senerio on what the top end of this company could be. I always had in my mind it was worth $12-14, but is it possible this is a $20 stock or maybe a $30 stock someday?

If everything fall in place as planned, no political issues, metal prices keep increasing, etc, what do you see this company being worth in the next 4-5 or even 10 years?

Will not hold you to it, just looking for your opinion.

Thanks.
Read Answer Asked by Kevin on January 25, 2023
Q: I have an RESP for my nephew who is in grade 12 now and attending a college in the fall. His parents are not great savers, and I don't have children, so I'm fine to subsidize his education. I currently hold only CDZ and TD in the RESP and would like to add some additional cash soon.

What's your advice on how to proceed? Do I add to one or both, or would I be better to invest in CASH or PSA.

Thanks,
Robert
Read Answer Asked by Robert on January 25, 2023
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