Investment Q&A

Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.

Q: Methanex. Which companies would be comparable.I see bmo has us $60 target and it keeps going down?

Q: I have been experiencing trouble executing trades online. They say they are trying to resolve the problems,the problem seems to be when I enter my password to complete trade.They say to keep trying. Got frustrated , tried calling and no answer after 48 minutes. Are other members experiencing these problems.Since yesterday lost $ 2,800 in value.

Q: I am looking for the names of four ot five Junior/Intermediate graphite companies that you could recommend.
With appreciation,
Ed

Q: It appears that recently IPOed Whole Earth Brands shares a number of similarities with Beyond Meat in terms of it target market. I wasn't able to find a whole lot of information on the company. Would you happen to have any thoughts on it? Given its relatively low share price, I'm tempted to nibble at it before it attracts too much media attention and rockets much higher..

Q: Thoughts on these 2 US companies for a buy and hold 5+ years.

Q: I am looking to get some exposure to the "artificial intelligence" sector. Are you aware of any ETFs, US or Canadian, that would give me that exposure?

Q: For a growth portfolio with high risk tolerance in my TFSA, I’m interested in opportunities presenting in the environmental space. With Biden now in power and a strong ESG movement, I feel this area will continue to see strong investor support for the foreseeable future. I’m overweight in XBC and have a full position in WSP. Could you list and discuss some of your top choices in this area.

Q: Hi guys,

I have own Dollarama for a number of years, is it time to move to Aritzia for a 3 years hold.

Thanks

Jim

Q: Goodmorning
I have just received this HOT tip on this particular stock I just would like your opinion as to whether or not I should roll the dice?
Thks
Marse

Q: Can I get your updated views an Velan? It has had a nice run this year but still well below its previous highs. Likely on the risky side given small market cap & debt?
Thanks.

Q: Want to add one Canadian tech stock to my TFSA portfolio for substantial (hopefully) growth and can manage high risk. Your other picks in my TFSA all doing v well. Many thanks. Lorraine

Q: AS this morning's ( Jan 25) announcement, re: ' dynaCERT Announces Major Carbon Credit Advancements with Verra' a long term, significant development for the stock or is it a run of the mill announcement that is more marketing then substantive? Thank you.

Q: Hi, I currently hold PEO in my TD WebBroker TFSA. If I do nothing at all, will the stock automatically be sold and cash put in my account?

Thank you!

Q: Can you explain the lawsuit won by USAA against Wells Fargo for patent infringement on mobile remote deposit technology? How does this affect Mitek? Mitek and USAA settled a lawsuit a long time ago. The banks use the technology provided by Mitek. How can the USAA sue the banks for patent infringement? Is that not between USAA and Mitek ? Mitek reports on Thursday and the stock is on the move. What am I missing?

Q: When Telus offers International to the public do you feel its a buy or is it too early to say.

Article in the G&M should kindle some interest on the street.

Sheldon


Sheldon

Q: Your thoughts on VLN? would you take a position in it today? If industrials are expected to do well this year, shouldn't this company particapate?

Q: Good morning 5i folk. 3 questions: 1. I see Microsoft reports today any idea as to segment revenues cloud gaming etc.? 2. Would you add to Palantir here? 3. I need a solid etf or 2 to play Chinese growth and Eastern orient economic growth and recovery with Japan included. Sorry an after thought should I trim back some stronger positions to have some dry powder when we see a correction, if so what %? Please deduct questions as you see fit. Thanks in advance David

Q: This company trades near its book value, P/E of around 10 recently signed supply contract with United Kingdom largest digital infrastructure firm and appears poised for growth. Do you concur with this and endorse a buy. In my previous Question
you said that you do follow this company Can I ask why not.
Best regards,
Harold

Q: After you removed MX from your balanced portfolio, I waited a bit and ultimately sold for a bit of a higher price. I see that it's drifted back down to the $45ish range. Just wondering if this might be a good time to buy back in and whether there's anything in the short term that might send it back up to its recent high of $60. Thanks.