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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: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?
Read Answer Asked by David on August 21, 2023
Q: Hi Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.

George
Read Answer Asked by George on April 13, 2023
Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?
Read Answer Asked by David on February 28, 2023
Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Read Answer Asked by Don on February 17, 2021
Q: Hello there

can you suggest which canadian REITs you favor these days, and why.

second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please

as always. your guidance is appreciated

thanks
Read Answer Asked by alex on August 05, 2020
Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.

D
Read Answer Asked by Don on November 08, 2018
Q: Multiple questions:
According to my information 92 percent of Fortis’s revenue is from regulated sources. As such would increases in interest rates only effect the company in the short run as the increases in interest expense would eventually be passed on to the consumer when changes in the rate base are applied for by the company and granted by the regulators? This ignores the maturity date of the company’s debt and the fact that the rate base increase granted may be less than that applied for.
Not in your area of expertise but I would appreciate your opinion on state owned China Mobile (CHL: US) and Omega Healthcare (OHI: US) as to their suitability from a risk perspective for an income oriented retiree.
Thank you for considering these questions.
Read Answer Asked by Gail on January 18, 2018
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