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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 have a small position in PFE (about 1%), and I am interested in increasing my position to about 2%-2.5% by selling off a similarly-sized position in BAC. My portfolio has about a 10% weighting in financials, while I only have about 4% in health care, which is why I wanted to make the shift. My question is whether I am better off simply topping up my PFE position, or selling PFE as well as BAC, and using the proceeds to buy either JNJ, MRK or GSK. I prefer to stay with larger cap names, and in this particular case, I am looking at US names exclusively. If you have another larger cap US name that may be worth considering, I would be very open to suggestions.

As an aside, I also have a 3% position in GUD which I plan to keep for the longer term.

Thanks so much for your time, and I look forward to your response.
Read Answer Asked by Domenic on May 21, 2018
Q: I have Gud in my TFSA, I want to sell GUD and buy Rht or Agb? And do you prefer rht over agb? Are they good entry level ? Your thought please, thanks always.
Read Answer Asked by Hue on May 21, 2018
Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!
Read Answer Asked by Pierre-Charles on May 17, 2018
Q: Mr. Hodson, at the time of your last report on GUD, on March 31, 2017, GUD was at $10.39, and at A-. How long before it gets over its last price of $10.39 ? I appreciate GUD may go up and down in the next while, but when do you think it will start its ascension for good and become a real champion stock ? Might its ascension then become even more impressive than that of CSU ?
Read Answer Asked by Serge on May 10, 2018
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