Investment Q&A

Q: Gentlemen:
Favorite Gas Company in Canada and US
Favorite land holding Co for Canada and US
Overall Favorite Canada and US company for widows and orphans.
Great Service… Thanks -Jim

Q: I'm over allocated in Financials at 23%. Recognizing BN represents a diversified holding and Visa could be considered Consumer. What changes would you make if this was your account. Most of the 1% holdings are in my unregistered accounts with BN, Visa, JPM, BAM are split RRSP/TSFA. Long term investments +10 years with a tilt to risk/growth. Retirement in 2035.

BN 11%
BAM 2%
Visa 3.6%
JPM 2%
GSY 1.6%
PRL 1%
TD .8%
BNS .8%

Happy New Year and thanks for all the help in 2024!

Don

Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!

Q: What would be your choice between ATD and BN? Please explain. Thanks.

Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.

Q: In what order would you add to a TFSA the following: LMN, CLS, SHOP, BN, WELL

Always appreciate your excellent service.

Thank you.

Howard

Q: I am planning to deploy the $7000 in the TFSA sometime next week. The TFSA is growth focused and for a long term hold (5-10+ years).

These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.

Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?

Q: I have some money sitting on the sidelines. What would be your top 5 stocks to buy this year? Looking for modest growth and not high risk.

Thanks

Q: Happy New Year !
What are a handful of top picks please for this year's TFSA and RRSP contributions? Max long term growth is the goal here.
Thanks very much.

Q: These are 3 Canadian stalwarts in my kids' RESP. Expected 1st year of withdrawal is 2035.
CSU - today's price is $4481 ish
ATD - today's price is $79 ish
BN - today's price is $82 ish

I only have enough money to add to 2 of the 3 positions today. Which 2 names would you add to, at today's prices?

Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.

Q: Hello, I hold BN and BAM (following the spinoff) in a registered account. BAM is a small position, any reason I should hold on to it? I have no need for dividends. Thanks!

Q: I own both of these companies in my unregistered account. Is it prudent to own both? I am thinking of selling BIP.UN.
Thanks so much
Dorothy

Q: With recent pullback what are your top 5 Cdn and US names that have pulled back to attractive entry points?

Thank you
Tim

Q: Good morning,

I'm looking to add an asset manager on the US side. Or possibly adding to BN as well in my non registered.

With a bit of a pullback do you have a preferred company in that space at current valuation and future prospects.

With a possible buy range as well please.

Thank you!

Q: Good morning,

I hold BN in my non-registered account for my canadian side of my portfolio.

I've been looking to add to my TFSA on the US side in the same sector.

I see some of the notable ones are pulling back a hair.
From APO, BX, KKR could you please give me your pick. And if it's different than those proposed please put it forward as well.

Along with a value range to add. This will be longterm full position.

Thank you very much.

Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!

Q: What is the recommendation to own in a registered account? What is the difference between these 2 securities?

Q: Good afternoon
As a follow up to your response regarding your preference to purchase BN in a CDN$ Non Registered account would it also be advantageous to journal the BN shares that I currently hold in my US$ Non Registered account to my CDN$ Non Registered account given the relatively low value of the CDN$ and journal them back to the US$ account when the CDN$ regains some of its recent loss in value?
Thank you and I’ll await your sage advice,
Francesco

Q: Good morning,

My questions this morning is partly Currency related as it applies to BN in particular and your best idea for a stock to add to the "ALTERNATIVES" portion of my overall family portfolio.

Q1. Would you kindly recommend your best two ideas for a stock to add in the "Alternatives" portion of my overall portfolio.

Q2. For my US$ Non Registered account, I was thinking of adding some BN to the existing holdings by buying BN in CDN$ and journaling the CDN$ stocks over to my US$ Non Registered account as I have done in the past.
That said and given that the CDN$ has dropped significantly of late and with perhaps more to go, would it be preferable at this time to simply purchase BN in my CDN$ account and leave the shares in the CDN$ Non Registered account with no journaling into the US$ account.

Thank you and I'll await your response.
Francesco