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.
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.
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.
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
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?
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.
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.
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!
Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.
Q: Down 13% on PBH in my cash account. Would you suggest selling to take a tax loss? And, if yes, would you rebuy in 30 days or replace? And, if replace, with what (in the same sector)? Thank you.
Q: I have PBH in my TFSA and don’t need the money for a decade or more. It just seems to keep going down, seldom catching a bounce as the market does from time to time.
Is there a fundamental problem or good time to average in for long term growth?
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.
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?