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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: Making a large spousal RRSP contribution soon and am looking for guidance as to the best 3 or 4 stocks with a tilt toward growth that would compliment this group with a brief explanation as to thier merits and why they compliment the existing holdings. Initially had my sights set on DOL, ATS, CNR and IFC but not sure these would be the right choice to maximize compounding for someone with a very long investment horizon.

Wife’s portfolios currently include: ITOT, IEMG, XEF, AVGO, COST, SBUX, RY, FTS, BCE, ATD, DIR.UN, SHOP, GSY, BN, TOI, ATZ, NVEI
Most Mag 7 are owned in my own accounts with adequate exposure when considering combined portfolios so not looking for any of those.
Read Answer Asked by Matthew on February 02, 2024
Q: In my RRIF , I am looking at selling one of these stocks to buy UMAX for its higher yield and diversified holdings. Forgetting portfolio composition , please provide the order in which you would sell first (1) and then to last (5).
Thanks. Derek.
Read Answer Asked by Derek on February 02, 2024
Q: noticed yesterday td action notes downgraded bce for the next year from 57 to55.
they also said they think that bce will only raise dividend 3% this year instead of the usual 15 year run of 5%. what is your thought and if this does happen do you think
some income investors will leave
Read Answer Asked by hans on February 02, 2024
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Read Answer Asked by sam on February 02, 2024
Q: Is there an ETF similar to SPHD (larger companies with low volatility), however is focused outside of the US (and Canada) that you would recommend? Preferably with a yield over 3.5-4%. I hold VIU for general exposure however moving to retirement and am looking for a bit more income focus.
Read Answer Asked by Samir on February 02, 2024
Q: Can you provide an current on EVVTY and an outlook going forward.
Read Answer Asked by Kim on February 02, 2024
Q: Is a crunch coming again to Regional Banks with exposure to commercial Property.

A lot of empty space and people are not coming back to offices. I BM said come back or find another job. How bad is it. Is it wise to avoid all Banks fir the next few months.

* heard that South Korean Pension Funds ate deeply exposed to U S Commercial Buildings as are Regional Banks

New York and California are a disaster

Avoid or start to accumulate on weakness

What banks look good to you ?

RAK

RAK
Read Answer Asked by bob on February 02, 2024
Q: In regards to the comment of the energy sector being very very cheap.
If you had zero exposure to the energy sector, and only cared about total return and growth.
What would be your 4 top picks to research?
Read Answer Asked by Shawn on February 02, 2024
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
Read Answer Asked by Mike on February 02, 2024
Q: How significant is the number of stars assigned to analysts employed by the banks and other brokers ? For instance, should an investor ignore an analyst with one star and concentrate only on the advice of 4 or 5 star analysts ?

In addition, can you please provide a link where all the analysts are listed with their respective stars ?
Thank you as always for your insight.
Read Answer Asked by Terry on February 02, 2024
Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!
Read Answer Asked by Keith on February 02, 2024
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