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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: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria

Read Answer Asked by Anna on December 01, 2022

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Read Answer Asked by DAVID on November 22, 2022

Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.

Read Answer Asked by Pat on November 18, 2022

Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod

Read Answer Asked by Rodney on November 14, 2022

Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.

Read Answer Asked by Alexandra on October 23, 2022

Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.

Read Answer Asked by Ben on October 20, 2022

Q: I'm a bit underweight in the consumer cyclical sector and a bit underweight in my international allocation (the latter being somewhat of a chronic condition). I'm trying to make a buy decision between MG, ZDI and XEF. I already own the two ETFs and MG would be a new position. I understand that a direct comparison of a single company with an ETF is not possible and that you can't personalize sector weightings, but all else being equal, which one of these would you be most interested in today? Many thanks!

Read Answer Asked by Mark on October 03, 2022

Q: Except for Apple I'm down 40% in the others. Time to sell and wait or hang on for the long term?
I bought Apple at $126 so still good.

Thanks

Read Answer Asked by Austin on September 30, 2022

Q: Having sufficient cash flow and/or ready liquid cash on hand plus sufficient prospective new business in the hopper to get to the other side of this nasty market being the criteria, in which order would you liquidate?

Carl

Read Answer Asked by Carl on September 26, 2022

Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?

Read Answer Asked by D on September 19, 2022

Q: Similar to another question I submitted, I would like to ask about a potential switch. I presently own Linamar which has been doing well; Magna has continued to slide but generally has a favourable long term outlook. If it were you, would you sell LNR after its good momentum and acquire MG while it is beaten up, and if so, why or why not? Total return is the objective, nor are taxes a concern. Thank you for your excellent service.

Read Answer Asked by Leonard on September 09, 2022

Q: What are your highest conviction "value stock" picks, for long term total return, right now? Thanks!

Read Answer Asked by Chris on September 08, 2022

Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.

Read Answer Asked by Les on September 06, 2022

Q: Interested to note you selected TCN as one of three Canadian stocks you would overweight for a 2-3 hold. How would you compare TCN to MG in terms of risks and total return over the same period? For an investor with a balanced portfolio, which would you recommend? Thank you.

Read Answer Asked by Maureen on August 30, 2022