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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: hi, can you illustrate your investment thesis for both of these ETF's in the income portfolio. please specifically include what you believe to be the catalyst(s) for the share price to increase. CPD has a long track record of deteriorating share value (approximately half of share value at inception 2007 ) CVD less so ( down just under 20% from 2011 ). could you also compare the "yield" of both over the years, so we can see if the interest/payments have offset share price declines in a meaningful way. cheers, chris
Read Answer Asked by chris on February 23, 2023
Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?
Read Answer Asked by Chris on February 23, 2023
Q: I have owned this stock for a very long time but its share price is the same as it was 6 years ago and the dividend is small. I would appreciate your opinion of the future of this company. It is one of the first stocks I purchased and I accept there is an emotional attachment which could be clouding my judgement as I think I should sell it.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 23, 2023
Q: Hi Peter,

You had this qn on Jan. 23, 2023:

My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?

Please deduct as many credits as necessary.

Thanks a million.



Read Answer Asked by Ray on February 23, 2023
Q: Hello,

I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?

Thank you for your insights, Doris
Read Answer Asked by Doris on February 23, 2023
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