Investment Q&A

Q: I currently hold these stocks with a good profit in the American companies and a slight loss in the Chinese companies. While I know your focus is Canadian stocks I would appreciate comments on any or all of these holdings and, in particular, should any be sold if I plan to hold for a three to five years.
Please charge my account appropriately for the multiple stocks in my question.
With appreciation!

Q: I have taxable capital gains this year from previous trades. The only company that I own in my portfolio in a loss position is AEM. Would this be a good time to sell it for tax purposes and possibly buy it back at a later date?

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: Peter; What do think of the ACB.WT warrants? If I read it correctly the exercise price is $9.00 in 2020 so is this not a bad way to play the cannabis fever? Thanks. Rod

Q: I have Richard's packaging in my portfolio the past 3 yrs.....Its a Very reliable stock, pays a good dividend. Great for my portfolio. I can put this stock in a drawer and not worry about the day to day price fluctuations.....

Can you provide at least one or two sleep at night stocks like RPI.UN I can stash away in my portfolio.......Can be either U.S or Canadian.

Thanks

Q: Regarding the above companies, do you see any short term catalysts or is a modicum patience required? I know I Just answered the question.

I deployed my available cash on the dips and am hopeful of a return back to the prices before the dips.

While I know averaging down is not the smartest strategy, it was too hard to resist.

I took a chance on ATD on the dip and it went well. Now I think I am brilliant. Will one ever learn not to try and outguess the market?

Thanks for the sage advise over the last two years!

I eagerly await the new selections for the growth portfolio!

Finall, my wife has just retired and has a LIRA setup. The Company that is handling it scrapes off approximately $600 a month to administer it. She is not drawing on it until we are both retired. I would like to invest it based on the recommendations from 5i. We have a 5 year timeline until I am retired with a DB pension. Do you recommend the income portfolio, or a blend of all three folio’s, or to remain in the global balanced fund paying fees?

Beat Regards,

KC

Q: What are you recommendations at this time for blue chip dividend holds. I'd like to know my money and dividends are fairly safe. Please give about 8 stocks, in order of preference. Please and thank you.

Q: What to do with these buy sell or hold.

Q: Hi Peter and Staff
I believe you consider both of the above a buy at present time.......family member has enough $ to start a small position in 1 of them. Which would you pick at present for long term hold and why.
Thanks for all you do
Dennis

Q: I have an RESP for my two year old granddaughter that is diversified into 6 TSX stocks and one US ETF. Each TSX stock is currently a small holding because of the limited RESP donations to date. My question is - when the RESP is liquidated many years from now, is there a minimum number of shares I should have in each stock to facilitate selling the position?

Q: What are your expectations of BNS"s Q results on Aug 29.How would its international exposure(no USA,arguably the best place) & recent very big bing in acquistions(say,$6/8b) over a very short period impact the results? Would U buy before results.Know that U recommend it for long term.Thanks for usual great services & views

Q: what do you think of Manulife would you buy this stock.

Q: Hi Team,
I am currently down about 30% on MAXR, your advice please on if I should sell and use the money else where, or hold.
Thanks

Q: Sangoma announced a major deal this morning. On the investor call, Management gave out fiscal 2020 EBITDA margin forecast of 13% based on at least $100M sales for the combined companies. (Of note Sangoma has a habit of beating its forward guidance.) What EBITDA multiple should STC trade at now?

Q: Hi Team,

Can you please tell me if FNV pays its dividend in Canadian or US dollars?

Thank you.

Michael

Q: I admit that I have not read many investment reports on this company and Constellation Brands has their reasons for their recent purchase . Given that, I suggest that by any metric/measure/ fundamental analysis these shares are way overpriced. For my mind, the only ( in bold) reason to purchase these shares is to join the momentum party. That is never a good reason to buy shares of a company. That is just gambling, not investing and I do not think it has a place in a serious successful investor's portfolio. Even so called pros get burned by these types of buys ( think Nortel, Bre-Ex to name just two of many many such companies).

Q: I Googled for news but found nothing- do you have re stock sell off this am?Thanks. Rod

Q: Could you please review this company and give your opinion on it at this time.

Q: Hi Ryan
Rpi.un has through appreciation has become my largest holding next to my cash position .i am up 1000% in one account and 600%in the two TFSA,s
What would your advise be as these are in tax sheltered accounts .
What do you feel the reason for this stock to continue to make new highs almost daily
Kind regards
Stan

Q: Hi,

In a diversified portfolio, what is a prudent allocation to REITs? If I wanted to be more aggressive, what would be the maximum exposure you would recommend? Finally, is it okay to focus this exposure on what sector in the REIT space, i.e. multi-family properties?

Thank you,
Jason