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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: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod
Read Answer Asked by Rod on December 09, 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: I just sold off my Biogen holding and am looking for a replacement within the healthcare sector. I held Biogen for over 3 years and exited with a nice return, but I have to say that I did not enjoy the wild ride and price swings as it seemed to trade solely on its new Alzheimer’s drug advancements and setbacks. So now I am looking to replace it with something a little more stable but still with the expectation of slow and steady growth. What would be your top 1 or 2 picks be today for both the US and Canada that might fit. I already own Savaria and XLV so something besides these.
Read Answer Asked by Steven on November 18, 2022
Q: Good Morning,

Thank you for the ongoing sage commentary.

Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?

Thank you
Read Answer Asked by Delbert on October 24, 2022
Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service
Read Answer Asked by Hector on August 24, 2022
Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!
Read Answer Asked by Pierre on August 12, 2022
Q: Now that Savaria stock price has lowered substantially since the beginning of the year, I am considering it for my income portfolio with its 4% yield and some growth. Before I do, I have the following questions:
1. In your opinion, is Savaria a "Capital Intensive" company? -- Capital intensive companies don't perform well during inflation period.
2. What is the dividend payout ratio over cashflow?
3. How do you feel about the debt level compared to its free cash flow? and
4. In your opinion, to what extent will higher interest rates impair their acquisition strategy. If they can't aquire other companies, what is the risk the growth becomes anemic?

Thanks.
Read Answer Asked by André on July 13, 2022
Q: Am thinking of selling to crystallize tax loss and rebuying in 30 days. My timing is usually terrible when doing this. Do you think the market will make any significant moves in the next 30 days?
What replacement stocks would you recommend to buy for the 30 days?
Is SIS worth rebuying or is there something else in the Industrial space that would be better? Was thinking of EIF.
Read Answer Asked by Bruce on July 05, 2022
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