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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: I have held these two stocks for a long time but I am frustrated with their performance. They have been flat in the past 5 years. I am thinking of selling both and repacing them with ALA. Am I wrong and can you give me your thoughts on Alta gas or do you have a better replacement idea. Thank You.
Read Answer Asked by Brian on December 12, 2024
Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul
Read Answer Asked by Paul on December 11, 2024
Q: How often do you think an average investor, long-term focused, should check prices of stocks in their portfolio?
What about for a long-term investor who also considers momentum in buy-sell decisions?
Thanks!
Read Answer Asked by Martin on December 11, 2024
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
Read Answer Asked by Merrilyn on December 11, 2024
Q: I currently hold CALF and SLYV-A as part of my small-cap part of my portfolio. SLYV is up 21.05%, while CALF is only 5.21% in one year. IWM is up 28.42% in the same period. I want to sell CALF and buy IWM. Alternatively, buy IWR as a mid-cap may have better potential.
Read Answer Asked by Numa on December 11, 2024
Q: Thanks for your response to my previous question. Just when I thought it couldn't get any worse, CVS is down 4% this morning on this news:

A Senate bill, sponsored by Sens. Elizabeth Warren (D., Mass.) and Josh Hawley (R., Mo.), would force the companies that own health insurers or pharmacy-benefit managers to divest their pharmacy businesses within three years.

But surely, if CVS divested their pharmacy business then the proceeds could be used to reduce their debt? So why has the market reaction been so harsh?
Read Answer Asked by David on December 11, 2024
Q: What do you think of the 30 stock holdings in this etf, cover most bases for a good etf holding?
Thanks again
Read Answer Asked by eugene on December 11, 2024
Q: Good morning,

About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?

Thanks as always.
Read Answer Asked by Trevor on December 11, 2024
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