Investment Q&A

Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,

Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?

Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim

Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.

Q: Is BX partnership or a corporation?
thanks jerry

Q: Hi there,

I’ve often heard that a handful of stocks can provide life changing returns. If you had to pick 5 (or more) that could be life changing, which would they be in preferential order?

Thanks!

Q: Could you please explain what's happening at Blackstone over the past week, and if the risk profile has changed to affect its performance going forward.

If you were planning to buy it for a 2-3 year hold, what would you do now?

Q: Do you like BX at these prices. Does it make sense to own this with BAM or is there too much overlap?

Q: For the financial sector of a new portfolio with a minimum of a 2-3 year time-frame please rank the above listed stocks for a) maximum return and b) risk. Please add other US or CDA names that you would consider in this situation, especially for higher returns.

Thanks.

Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

Q: I'm interested in taking a position in BX. I prefer do it in my TFSA, or I could do it in my Margin if necessary - what do you suggest? Also back in Sept. you recommended it at $78-79 entry point. Would you still recommend it at that price or do you feel I should wait for a lower entry point? Do you still like this company for a long term hold? Thank you.

Q: What are your thoughts on this company, is it a buy? Would be in a registered account. Thanks

Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks

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

Q: Thank you for your answer re BX vs peers. I am planning on adding to an existing position in BX.
My question is: Stock price is back to early 2021 levels but on valuation metrics, how cheap is it actually? Additionally, at what valuation and at what approx share price would you feel is compelling enough to add to

Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks

Q: I am in my 80's and am changing my investment philosophy.
Can you suggest 6-8 stocks US or Can that would be in a solid l-o-n-g term growth and income portfolio. I would particularly like stocks that have recently been a little soft.
Thanks
PB

Q: Before deploying more dollars to BX, what are other headwinds (apart from the usual suspects of inflation, recession etc) that the market is seeing that is driving down the share price. How would you rate BX vs peers such as BLK or BAM for long term (divd, capital) appreciation

Q: Good Morning,

In a response to Gabriel on September 21 you suggested BX as a good US income opportunity.

Could you please expand upon BX and the reasoning for your suggestion.

I am interested but is it safe, secure and have growth potential.

Thanks very much.

Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB