Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.
Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.
Q: Peter and His Wonder Team
CSTE is surging...up 33% on heavy volume in the last 3 days. I suspect it must be good news. I do not see any news from the company however somebody knows something that I don't. If there is no news what are the possibilities to cause this upswing? Thanks for your thoughts.
Q: What the future prospects for BCE and T? Collectively both of these holdings represent about 3.5% of my holdings and currently under water. I am contemplating selling T and buying BCE. Once all the pros and cons for both companies are weighed, is it a reasonable positive change?
Q: Hi Peter and Staff
ATS has done well for your readers......thank you.......would you suggest holding it or switching it for TVK?
Thanks for all you do
Dennis
Q: I am thinking of liquidating15% of my stock portfolio and putting it into a managed cryptocurrency account. I am hoping to achieve some accelerated returns, as well as diversifying my holdings. What are your thoughts on this idea (assuming I use a reputable and competent management company)?
I have BRK.B, SPY & I2I as my only etfs in my U.S. portfolio, all around 2%. I know you can't provide personal advice, however, inside a normal balance portfolio what would be the range for each (bottom 2% to high10%)?
Thanks,
Looking to sell my position in FLGT for a loss in my non-reg account. Potentially looking to replace FLGT with PFE to maintain US/Health care exposure. Would appreciate you thoughts and if you believe there are better US health care stocks to consider.
Q: I would like to change a large sum of US to Canadian dollars in my trading account.
I was thinking of purchasing US stocks for companies that are traded on both Canadian and US exchanges, and asking Scotia Itrade to move the US stocks to the Canadian side of my account, thus eliminating any commission in converting this US cash to Canadian. I realize that any equity I purchase could go up or down. I'm looking for a few stable companies whose stock values don't fluctuate much. Could you rank the companies in my subject line and possibly suggest others?
Q: INMD released some negative pre earnings release news today. Basically warning that they are lowering guidance and it sounds like the ER will be lower than expected. Its another gut punch to shareholders. Do you think this is still a hold since they are saying its going to take a few more quarters for their new platform launch to contribute to earnings. Or is this another red flag amongst a few and maybe time to look elsewhere? Thx
Q: I have looked for but can't find information on the ACB of TOI and LMN if you received the shares as a spin-off from CSU. Would you be able to provide this information?
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.