Investment Q&A

Q: Is there a seasonality associated with gas prices.
I have done very well with arx the last two years.
Do you see any sense with selling at this level and buying back in the future
Thank you

Q: What do you think of this company now. Is it worth taking a small position for income and some growth.

Q: For a very long term hold which do you prefer and why? Thank you!

Q: Been a while since you had any questions on this one .... thoughts on current share price and outlook. What price would you consider this to be a screaming buy ??

Q: Hello Team.. As interest rates climb my strategy is to slowly buy into bond funds (now in cash).. maybe ZAG or XSH. For example at 3.48 % for ZAG, that's a reasonable dividend and the rate hikes have barely begun. My question is -although the unit price of the fund will decrease "is the payout stable or increasing" as maturing bonds are replaced at higher yields.Steady buying at lower unit prices (and higher dividend)could help kill the pain of the early buying-what do you think.( 71 year old income investor soon to be starting RIF withdrawals) Thank you yet again..best regards Gary

Q: I hate the idea of losing money in a TFSA for a number of reasons that are probably best dealt with in therapy. However, let’s say that we knew for a certainty that we were going to have a recession of unknown depth and duration starting in 2023. Come 2025 do you think you would have sooner held BCE, SLF, ENB, BAM.A, SMU.UN, and L (maybe 4% average yield with avg. PE in low 20’s) in a TFSA, or a 2 year GIC at 3%? Seems to me if a recession is deeper and longer than average I’m glad I had the GIC, if shallower and shorter, the equities?

Q: This stock turned up on a analysts portfolio of 10 defensive stocks. The stocks performance over the past year looks good and although not at an all time high, appears to be at a 5 year high and pays a dividend as well. Your thoughts, please and do you have any other preferred US stocks in this sector. Could you also suggest one or two of your top CND natural gas picks.

Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.

Q: Pls share your thoughts on this small young actively managed ETF that seeks to provide protection against rising interest rates... Considering for up to 3.5% of the 30% fixed income allocation in my RRSP.
Thank you

Q: Happy Friday to all.

Your thoughts on these three stocks in terms of income, sustainability and growth potential.

Thanks very much and have a great weekend.

Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art

Q: What do you think of this company?

Q: Does 5i believe we are in a commodities supercycle and does this bode well for stocks like ENB,

Q: All these stocks have done well do you see much more upside and will they stay up with the price of oil.

Q: I’m looking for a low cost (preferably)ETF that focuses on CDN Dividend growers as opposed to high yield,my thinking is if they have extra cash to grow the dividend their EPS must be growing which would hopefully lead to a higher share price,would I be right in assuming this and preferably an ETF with decent volume ……Thanks

Q: What effect do you see from Guilbeault’s warning to Suncor about their base mine expansion?

Are you still as positive about SU going forward?

Would you see shifting from SU to another company to be wise or profitable at this time, and if so to whom?

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: I am looking to simplify my non-registered investment portfolio for my retirement, which is now only 9 months away. I am looking to protect capital and create income. I am looking at one ETF and one fund as possible landing spots for my capital: XSP. And FID282.
Can you please compare and contrast these two funds for me? Are the different enough to warrant owning both? Is there anything else I should be considering?

Thanks in advance
DON

Q: Can you name 5-6 Canadian dividend stocks that you think might be a good spot to ride out higher interest rates for a while? Thank you

Q: Please help me balance out one of my portfolios. It is tilted heavily to quality us stocks- GOOGL, TMO, MSFT, DIS, SYK, NVDA, BKNG, ACN,BLK, SBUX,ADP,IDXX, ADOBE, EL, AND XYL.
My canadian stocks are BAM,TD, CNR, FSV, SHOP AND TSU.

I would like to increase canadian exposure--- would you suggest gradually
adding to an etf such as xic or could you suggest a few canadian stocks
that would be suitable in this investing envioronment such as energy, materials etc to balance out this portfolio.

Regards, Ajay