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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: Hi,
You have been rightly complemented many times for
or your wise counsel recently. I would like to take this opportunity to thank the members of the group for their many varied questions. Both the questions and answers have helped me a lot.
For various reasons I have not visited the Asset Allocator section for some time and find that I am not as well 'balanced' as I should be. I am over invested in financials (BAM.A, TD, BNS, RY and SLF) and grossly underinvested in Consumer cyclicals. I am also overinvested in Canada. Could you please suggest 2-3 US and Canadian Consumer cyclical stocks?
Many Thanks,
Bryn
Read Answer Asked by david on June 29, 2020
Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....
Read Answer Asked by Ryan on June 25, 2020
Q: Hi group stocks appreciate your help picking your top 3 stocks in each of the following sectors - I am a medium to low risk investors and have a 50/50 Stock Mix in US and Cad
- Tech
- Consumer disc
-Staples
- Materials
- Energy
- Utilities
- Communication
-Financials
- Real estate
Please deduct credits at your discretion / Thanks for all your help navigating these difficult times it is much appreciated
Read Answer Asked by Terence on June 24, 2020
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Read Answer Asked by Clayton on June 24, 2020
Q: I have a room for ONE of these in my TFSA. GIB multiyear growth profile seems tantalizing and the valuation looks good recently. However, in my view with recent changes in company TRI has just started to warm up.
Read Answer Asked by Rajendra on June 19, 2020
Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.
Read Answer Asked by Michael on June 18, 2020
Q: I have a question about 89261 I own a little of AND and has done well thus far, but today announced the selling of shares by the employee trust and the it is up 4-5% today on the news. But I’m confused as to why it’s up, on low volume, but up. What am I missing, can you please give me your thesis . Also , what is your take on the company, is there another stock that you would get in it’s place or is this a good pick,
Thank you
Read Answer Asked by Allen on June 18, 2020
Q: 3 questions
- is MX a good opportunity at this point in its cycle? (give me some thought on the cyclical nature of this company
- What other Brookfield stock should be purchased to go with Bam or should I just stick to the parent company Thanks for your help on this
- Good entry point for BYD or wait a bit so far I have 140 shares @$200 (give me some thoughts on the price appreciation going fwd
Read Answer Asked by Terence on June 18, 2020
Q: I am considering starting a new position in REAL and wanted to know if you believe now is an appropriate time to initiate given the recent run-up in stock price. My primary concern is growth and I am interested to know whether you feel the stock is fairly valued or over vlaued at current levels. Do you feel the company can continue to grow / increase profits with the current economic backdrop. Thank you.
Read Answer Asked by Jonathan on June 18, 2020
Q: Hi, folks

What would be 2-3 picks to help diversify this portfolio?

Thanks,
Robert
Read Answer Asked by Robert on June 18, 2020
Q: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.
Read Answer Asked by Mike on June 17, 2020
Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance
Read Answer Asked by Terence on June 16, 2020
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