Investment Q&A

Q: If oil sector re-bounce,which stocks have more upside.What is your outlook for crude oil in 2019? thank you.

Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks

Q: Realizing everyone's situation is different, generally what percentage do you think one should have in bonds? Thanks, Bill

Q: BMO has new issues ie. Bank of Montreal U.S. Equity (CAD Hedged) Callable Income Principal At Risk Notes, Series 789 (CAD). Is there a simple description of these auto callable shares. Are they risk protected? How? It seems that these may be “ timely” given the market meltdown and not necessarily very investable. I found these while researching fixed income.

Q: Thanks for your service! Can you comment on the above? Income and growth. Also, could you give me your top 5 income primarily, growth secondarily.
Please deduct appropriate amount of credits.
Regards.

Q: Hi, can you recommend 5 high yielders to buy today for RRSP Drip. Please exclude ENB, BCE, CIBC, RCI, unless I should add to them. US OK. 5 Year Hold. Thanks.

Q: FSV is down more than the market and is taking another hit today. Can I get your take on things. What factors will influence its movement going forward? Sell, Hold or Buy a bit more?

Q: What pipeline would you recommend and also what company or companies would you suggest in the oil & gas sector.
Many thanks and Happy New Year.
Joyce

Q: Which of these three companies are preferred going forward for 2019? Should we hold all?

Q: For a 3 year hold,would you prefer cov or crh?

Q: After stock price meltdown, would you see current price of Weyerhaeuser as a good long term entry point for this forestry blue chip, and would you consider current dividend as sustainable?

Q: Will 5i be preparing a report on this company in the near future? It's had a great run the past several years and has been increasing its dividend regularly. I'm considering adding after the pull back. Seems to be decent growth ahead of it but how fast can it pay off its debt (seems pretty high). What grade would it most likely receive and why? Thanks.

Q: What are your three preferred Canadian Electrical Utilities to buy right now?

Q: I have VGT $5500 to fund vacation in US this winter. Would like your views to switch to the best US growth options for a 2 month gain before cashing out of my TFSA or leave as is. Your best guess of 3 investments, thanks.

Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert

Q: I know it's not your core area, but was wondering what you thought Apple's revenue warning might mean for the company, the tech sector, the US economy, international trade, and the universe going forward.

Q: I am new to trading and managing my own portfolio. I have been investing for a few years now , but had everything managed by a broker. I decided i wanted to manage my own portfolio due to management fees and what i felt were average returns at best over the past few years. Is there a trading platform or two that you could recommend ? I read the reviews on Questrade and BMO Investor Line and both had really poor reviews .

Q: Would you have the 2018 yield for the TSX available?

Thank you

Q: I am in the process of trying to compare my historical investment performance to that of the indexes (total return statistics, including dividends). I am finding it difficult to obtain statistical data (not charts) of the total return performance for various indexes. Can you suggest a reliable source please.

Thank you again for all of your excellent advice over 2018! Best wishes for a very Happy New Year!

Q: I'm looking for suggests on where to invest about $18K that I have in cash that's in two RRSP's and my TFSA, from stock sales and cash deposits in 2018.
My total portfolio is about $53K, with $22K already in RBC, BNS and BAC, also $3.5K in Goeasy and $1.5K in Orca Gold, I'm still up on all of these even with 2018. I have a further $7K in various oil, gas and a driller, these I'm under water over 50%, but like to keep them for now and try to recoup some of those loses as I think they are very oversold.
Can you give me some ideas for investing my cash, I'm looking for longer term investments not just trades, I would prefer dividend paying stocks but would also be interested in non-dividend payers as well. I want to stick to Canadian companies for now as the dollars is down some much against the US.
Also should I look at trimming the banks stocks I currently have, I'm quite overweight on them, but I'm not worried at this point with the amount I have tied up in them.