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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: For an income, would you recommend this stock. Is there another that you feel would be better for both income and a little upside.

Thanks

Read Answer Asked by Donna on March 09, 2023

Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.

Read Answer Asked by Pat on January 18, 2023

Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Read Answer Asked by Gerry on January 09, 2023

Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?

Read Answer Asked by Jean-Yves on December 16, 2022

Q: Hello,

Thanks for the response to my earlier question regarding which of the income stocks you would hold in a TFSA. Can you comment on my first statement regarding the illiquidity of the stock and how that would cause someone with a significant investment to be challenged in acquiring as much as what the daily volume has been? I have never thought of myself as a MM and I prefer not to be. Thanks.

Read Answer Asked by Kelly on December 07, 2022

Q: Hi,

Recently you added ADN to the Income portfolio. In order to incorporate the 2% position that you use, it will mean a substantial purchase. After review, it seems that ADN does not trade in significant volumes to allow a reasonable market price. That said, how does ADN maintain the dividend when its free cash flow is exceeded by the dividend payout on a consistent basis? Am I missing something?

Read Answer Asked by Kelly on December 07, 2022

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan

Read Answer Asked by Jan on October 07, 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: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.

Read Answer Asked by ALNOOR on March 18, 2022

Q: With lumber and panel board prices once again rising and producer valuations seemingly low could I please get 5iís opinion on the sector and possibly a couple of recommendations to look at.
Thank you

Read Answer Asked by Les on March 08, 2022

Q: 30 days ago I sold AQN, BEP.UN, and SJ for tax losses, and replaced them with CPX, BAM and ADN, respectively, thanks in large part to your advice plus some other research I did.
Which of the "replacements" would you shed in favour of a return to the original holdings (as originally planned). I'm thinking CPX out/AQN (or BEP) back in, ADN out/SJ back in, but hold BAM and skip BEP (or AQN). Does that make sense to you?
Portfolio objective is ~ 8-10-year holds (except for harvesting tax losses occasionally) with dividend growth.
What comments would you have on the timing of these transactions in light of the current market turmoil?
Thank you.

Read Answer Asked by Lotar on January 24, 2022

Q: Saturdayís Globe quoted ADNís CEO as taking a look at selling carbon credits on a small portion of a piece of land that had already had a conservation easement. The contribution to cash flow is expected to be modest. Do you think this help reduce stock volatility? Will there be insurance costs to mitigate forest fire destruction? The west coast seems to be getting dryer and the east coast getting wetter so forest fires may be less of a problem with ADNís woodlots largely located in New Brunswick and Maine. If carbon credits become a larger business this should help the lumber companies increase prices for their dressed timber...in essence by reducing supply. In a way it could develop into a bit of a squeeze against the US timber companies by removing ďsurplusĒ Canadian supply. Domtar, which is being privatized, with their large land holdings could see a good benefit. Any thoughts you have would be appreciated.
Thanks,
Jim

Read Answer Asked by James on August 25, 2021