Investment Q&A

Q: Hi
I am trying to build a portfolio based on ETFs. Could you provide me with a list of recommended ETFs, grouped by sector and sample weightings for each sector. I am looking for income first followed by some growth. I am retired, have a pension and would be comfortable with moderate risk as well a 70 equity - 30 fixed split. I understand that this list would just be a start. I would do more research on my own. Thanks, Len

Q: The last narration re NNO was Dec 18 about the solid endorsement but little detail re St Gobain and a more formal relationship which should eventually attract interest. Short term revenue not anticipated but was overall considered a positive development.

At the time NNO was @ $1.15, it spiked twice and is now back down to $1.21. Do you still consider this a hold? I am down 10% right now which is where I begin looking at liquidating.

Thanks for all you do

gm

Q: Motley Fool has an article on CDW that makes it sound like a good stock to hold. Can I have your thoughts.
https://www.fool.com/investing/2020/03/04/everything-you-want-to-know-about-cdw-corporation.aspx
Thank you for everything
Peter

Q: hi Ryan,
today market is 900points down again. at this stage which five stocks in US you prefer to jump in without any sector taking in consideration?
which sector you like the most?
Thank you,
KT

Q: Hi all,

Do you see any problem buying a bond on the above that has less than 3 years to maturity.

Thank you
Anthony

Q: Is there any company that I could look at in the Palladium space to replace PDL that I owned before the buyout.? There is the Sprott trust but volume is low, I would prefer a producer. Thanks

Q: I have CCL.B in a few of my portfolios; do you think its time to sell and replace? I allocate 50% of CCL.B to Consumer Staples and 50% to Materials. Right now CAE is the only Material security that interests me, are there others that you would recommend, I don't want MX. I have PBH and ATD.B in Consumer Staples and could add to either of these or are there others that I should consider. I'm a buy and hold type of investor; with a growth focus.

Q: Is there an oil and gas etf which is not cap weighted that is tsx listed? Thanks Bill

Q: Considering holding this ETF as a portion of my Cdn equity weighting. Is it considered an income generating portfolio or more growth?
Is WXM considered large cap or mid cap holdings ?

Q: Hi,
I read an article on how a hedge fund made money during the coronavirus sell off. (https://www.wsj.com/articles/how-to-hedge-a-coronavirus-11583321400). Can you give a small primer on how this is done..or typical hedging strategies. Thanks. Shyam

Q: Is this a time to buy US Steel? Almost at a all time low, I believe? What is going on with this company as I do not follow; but, happened to notice it to-day.

Q: Gey Guys,

I basically follow your balance portfolio and the stocks that I hold are between 2% to 6 %. Does it make sense in these unsure days to lower everything down to 3% and hold more cash?
Thanks
Jim

Q: Would you add to 1/2 position of BYD and/or ATD.B to bring them to a full position? Would you add to just one or would you add to both, if so, would you wait or just buy now?
Thanks for your service

Q: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks

Q: I'm a little low in both of these sectors and was wondering which of these two companies you would currently invest in.

Dave

Q: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views

Q: I've dug back in your past Q&A on this stock. I see you mention that this company has a high debt load. From what I gather, debt : capital is in the 55% range if I'm reading the figures correctly. Do you consider this high / worrisome? Is there a different metric you use that raises a concern.
I know this is a cyclical stock and am not planning to buy today, but want to put this info in my back pocket for a future purchase if the company is on solid ground.

For what it's worth, I agree with Kyle's comment yesterday about "Free Markets" (or lack thereof). With markets close to record highs and low interest rates robbing retirees of income from interest-bearing investments, do Central Banks feel they have an obligation to continually goose the market, or at least put a floor under it? Debt just keeps climbing at all levels. Will be interesting (scary?) when the music stops.

Q: Of these two companies, which one do you prefer

Dave

Q: Lspd, Engh, Otex and Dsg, which one is faster growth and which one is the cheapest , which one you like it better?
Many thanks

Q: Can I please have your thoughts and analysis on Descarte's recently announced earnings. Is it a buy at this time? Thank You.