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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: Want to start a new position. Which do you prefer, QSR.CA or PBH.CA? What would be a good entry point for your choice? Thank you
Read Answer Asked by Donna on December 13, 2022
Q: I am planning to sell these stocks for tax loss purposes. Can you suggest a proxy for each? I was thinking FTS for AQN, and possibly not buy it back, and perhaps not buying back OTEX either. Others planning to buy back after the 30 days. Your thoughts on whether or not buying back OTEX and AQN a good idea also appreciated.

thanks,
Read Answer Asked by Everett on December 12, 2022
Q: Hi, holding these three as my staples holdings. Current weights:

ATD - 2.44%
COST - 2.37%
PBH - 1.30%

Thinking of selling the laggard PBH and adding to ATD/COST or just maybe COST. What do you think about this? Is PBH a buy, sell, or hold? Can you compare the three in terms of valuation and which would be best going forward for growth.

Thanks!
Read Answer Asked by Keith on December 12, 2022
Q: I sold PBH 30 days ago for a tax loss and purchased ATD as a proxy. I am able to repurchase PBH now, but wondering if I should stick with ATD. Which would you recommend...and why? Thank you.
Read Answer Asked by Maureen on December 12, 2022
Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James
Read Answer Asked by JAMES on November 28, 2022
Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?
Read Answer Asked by Yves on November 28, 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: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.
Read Answer Asked by Ray on November 11, 2022
Q: Hello

Beside Nutrien 3 % in my investments I don't have any stocks in the food Industry. What's your outlook on Premium Brands today, is it a good buy at 80 $ with a 3.6 % dividend. Simply wall st reported today an intrinsic value up to 44 %. If Not do you have better ideas, Loblaws, Restaurant Brands, etc
Thank You so much.
Read Answer Asked by Michel on November 10, 2022
Q: Above are my Consumer Defensive holdings. Can you please rank in terms of Value? I want to hold only 4 consumer defensive large cap buy and hold stocks - would you replace any of these 4?
Thanks!
Read Answer Asked by Grant on November 07, 2022
Q: When NNRG reaches my next target price, I plan to do some additional trimming (for asset allocation reasons, as well as to fund some topping up of existing positions in my TFSA.

In which order would you add to the following, based on where we are at in the market cycle and where you see the best current value: XIT, PBH, PLC. Please add a brief reason why the sequence.

Thanks...Steve
Read Answer Asked by Stephen on October 20, 2022
Q: I am a but overweight consumer staples and would like to sell either CCL.B or PBH to raise some cash for better opportunities elsewhere. Both are in a registered account so no tax implications. Which one would you sell at this time and why?
Read Answer Asked by Steven on October 14, 2022
Q: If I am selling this loosing stock in my RIF Account for the purpose of generating cash for my mandatory withdrawal - can I immediately start a smaller weight in my cash account trusting that there will be upside in the future. I assume there are no tax consequences since it was in a registered account.

Thanks for your service
Read Answer Asked by ALBERT on October 04, 2022
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