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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: If one was new to investing, with a $5OK account, interesting in monthly income with some growth would a mix of SPLT and ZLB be good advice i.e. 60% SPLT and 40% ZLB. ZLB to focus on low volitile stocks and SPLT for safe monthly income of 6% with some growth. Any other ideas?
Read Answer Asked by Tony on November 14, 2024
Q: I am down 1/3 in ATS in a TFSA and want to move into something with some momentum.
Please provide a handful of suggestions for a growth name I can buy and forget in the short term.
Any sector. Canadian and US, but US preferred. I may also consider a growth-oriented ETF that might prove low-maintenance for the next 10 years.
Thank you in advance, your input is always appreciated and certainly helpful.
Read Answer Asked by Trevor on November 14, 2024
Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks
Read Answer Asked by Curtis on November 14, 2024
Q: Have you released a list of candidates to pick up during tax loss selling season?
Read Answer Asked by Robert on November 14, 2024
Q: Just to build on the question from Allan today (Nov. 8th) and your answer, can you re-visit your most recent report on SJ and make some comments on what what might change if you were updating that report today? I consider your reports a fundamental and valuable component of your service, and when I re-read your report with the information that we now have there are few things that don’t seem to track. Based on the ratings criteria is this now a B+ (or even B) company? I know “post-mortem” is too dramatic, but maybe a report “de-brief” is in order?
Read Answer Asked by Stephen R. on November 14, 2024
Q: In your reply to Sheldon on nov .12th, you mention RLKB. I cannot find such a stock. Could it be RKLN-Q
Read Answer Asked by Jacques on November 14, 2024
Q: The HVAC industry as a whole seems to have done well but many businesses now seem to be very richly valued...what is your view of that area going forward?

Trane has been a great investment. It is now 5% of my portfolio; given its valuation, if it was you, would you hold, trim or exit?

Or if you see this area as still having potential, rather than adding to TT, do you think SPX or CARR would be good options? Any others come to mind?

Many thanks for your excellent service

Read Answer Asked by Leonard on November 14, 2024
Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!
Read Answer Asked by Robert on November 14, 2024
Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Read Answer Asked by Brant on November 14, 2024
Q: there are some well known professionals predicting the USA stock market currently points to a bursting bubble , and investors should allocate heavily into bonds to protect the portfolio.If the risk of this happening is drawing near, will the Canadian markets suffer the same fate ?
Read Answer Asked by Tom on November 14, 2024
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