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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: In my RRIF account I hold NTR which has broke two of my sell/trim thresholds. It has grown by 100% and is now over 7% holding in this account, so I may trim back to a 5% holding. My short list to replace with a higher dividend income in mind are ACO.X, EIF, NWC, and PKI. Could I please get your ranking and if any should be removed from short list.
Read Answer Asked by Roy on March 02, 2022
Q: Given the recent developments in Ukrain and financial sactions on Russia there has been a decline in US financials such as Morgan Stanley and Wells Fargo. Given uncertertainty around current eents do you think its good to continue to hold, divest and/or purchase more of one or both of these two financial institutions?
Read Answer Asked by Gerry on March 02, 2022
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
Read Answer Asked by Timothy on March 02, 2022
Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.

Have a great week. Take care
Read Answer Asked by Marla on March 02, 2022
Q: I have all the stocks in the Balanced Portfolio, and I have some new cash to invest in the BP. Which 4 Balanced Portfolio stocks would you add to today? And a brief reason why?
Thanks
Read Answer Asked by Steven on March 02, 2022
Q: Yesterday (Tuesday) I placed a bid to purchase KRBN at $41 that was filled at 3:47PM. Looking at the daily trading chart on any site shows that a big block trade went through right around then, but for the entire last 30 minutes of trading the price never seemed to stray outside of $42.25-$42.85. My order was for several even lots. I would just like to try and understand the trading that goes on behind what appears to be visible such that my buy could fill at a price of $41?

In addition, I am struggling with how to categorize this holding within my investment portfolio. As a “non-tangible” commodity would you consider it within the energy sector? Materials? US or International? Your thoughts?
Read Answer Asked by Steven on March 02, 2022
Q: Is it possible the numbers are exactly the same for exports & imports as per Statistica?
Answer:

Here are links from Statistica for imports and exports for the major countries Canada deals with.
Read Answer Asked by Joseph on March 02, 2022
Q: Do you know if any of the above companies have exposure directly to Russia, Belarus or Ukraine. Alternatively, would any of the above benefit from sanctions on Russia/Belarus (for example buyers switching to NTR for supplies from Russian suppliers)? Thank you as always.
Read Answer Asked by Doug on March 02, 2022
Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron







Read Answer Asked by Aaron on March 02, 2022
Q: Hi, I would like your thoughts on selling half of my full position in Descartes, at a profit, and buying a 1/2 position in Shopify, for a 3-5 year hold, all else considered equal.
Read Answer Asked by Greg on March 02, 2022
Q: Can you suggest three or four oil stocks at this stage of the rally or is it better to stay off the rocketing?
Thanks.
Read Answer Asked by Steven on March 02, 2022
Q: Hi 5i, I own some D-Serie funds in my BMO InvestorLine account. I was told that, by law, the D funds will not be allowed anymore in self-directed accounts and will be converted to F-series very soon. Do you -or your readers- know where this directive comes from? And will this conversion be tax-free? Thanks.
Read Answer Asked by Denise on March 02, 2022
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