Investment Q&A

Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Q: You last commented on ING in May of last year. I am down substantially on this stock and would appreciate your updated views on the merits, if any, of holding on.

Q: I own ING and has been disappointing. Was considering moving it "in kind" from my margin account to my RRSP account. was wondering if this would allow me to take a tax loss on it, or would I have to sell it outright and repurchase it in the RRSP. You have any recommendations on it?

Q: I use a big bank trading platform but possess limited skill sets in setting up the stock screeners. We can recognize however, this book value to stock price. (aware of the temporary dividend suspension).
How can I more easily find investments like this one ?

Q: Hi,may a have your thoughts on those banks? I own both besides can financial and .want to sell one of them.

thanks

Q: I have owned ing for years. I am in the profit zone. should I be concerned about Europe. buy sell or hold. thanks bill

Q: I hold some ING in my US margin account and was puzzled by this statement from the ING report of Feb 12, 2019

Proposed dividend of €1.10 per share
In line with the Group's dividend policy, a proposal to distribute a dividend of €1.10 per share will be presented to the Annual General Meeting of shareholders on 11th June 2019, representing a distribution rate of 36%. This dividend will be payable in cash or shares, according to the holder's preference.

Is this an annual dividend?
If not annual how often is it paid?
Is one share of an ADR = one ING share?
In USD should I consider that about $1.25?

Thanks....

Q: Can I get your opinion on ING please? Is this a good European bank? Is the dividend safe (what’s the payout)? Any reason for the sell off this last year and is it a good entry point? Thanks

Q: Down 17% from 2yrs ago.Opinion on what I should do?
tnx u.

Q: I have a question about 3142 I own ing at a price of 9.00. I like the stock but ut has dropped quite a bit, I don,t see any news. what is your view. thanks bill

Q: I would like your opinion on this stock. I believe it is available on the New York market. I know this is not in an area you usually cover. Thank you again.
Audrey

Q: Hi, I have a very small position in each of these 2 bank stocks that I am looking to consolidate into just 1. It is for a long term hold within a USD$ RRSP...which of these 2 would you recommend? (even thou I understand you focus less on US stocks) Thanks, Stephane

Q: Hello Team,
For Europe banking exposure, which of san or ing groep would you favour? In your estimation which would be growthier?
Happy Holidays,
Barry

Q: Hello Team,
I was reading a recomendation on ING-N recently which seemed favourable.
It indicated that ING was well capitalized, had a yield of 5.5%, a PE of 10 and that it was vallued at less than tangible book value,sounds ok to me.
I get that it is not something you would normally follow but any comments/insight would be appreciated. That is bescause your feedback is always balanced and astute!
thanks so much.

Q: what are your thoughts for ing groep nv for the next year. thank you.

Q: What are your thoughts relative to this stock. Have some US cash to invest - approx $10,000? Looking for decent dividend and future growth. If not this stock, what other stock would you suggest.