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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: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Read Answer Asked by Martin on August 28, 2023
Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian
Read Answer Asked by Ian on August 10, 2023
Q: Pins is gaining some momentum.You think it can continue and is it still a good takeover candidate?
Paypal had interest in Pins,or was this never the case?Could you think of any other companies that might be interested in Pins?
What about other companies like SPB and CTS?are they good takeover candidates?
Is brookfield still buying SPB and what is their position right now?
Any other companies that you might think of being take over candidates?
Read Answer Asked by Josh on June 16, 2023
Q: Good morning,
May I have 5is opinion (pros and cons) regarding the following please.
I have just rolled my RSP into a RIF and am thinking of selling AQN and SPB and consolidating into ZWU. My thinking is that this will in a simpler more stable way of provide equal to better performance (income with some growth) over time. Do my thoughts have merit? I also hold BEP.UN as well as FTS.

Thank you for your thoughts and opinion.
Read Answer Asked by Brian on May 24, 2023
Q: So Superior has declined significantly since a major shareholder sold about half of their holdings in the company. But the company’s financial, management, operational aspects have
NOT changed. Did the shareholder sell because of expected declining earnings in Superior or for their own company specific reasons ? Is this a good time to to top up to a full position ?
Thanks. Derek
Read Answer Asked by Derek on April 27, 2023