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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'm looking for some ideas on how to strengthen my healthcare holdings, which only account for 5% of my portfolio. I have a full position in NVO, half positions in CSH.UN and SIS, and have just started to build a position in the PSCH small cap health care fund. GUD and COV are technically present, but both are losers and small enough to ignore/sell.

Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?

Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.
Read Answer Asked by David on October 20, 2020
Q: I realize this topic has been discussed before but I still cannot understand the continued widening spread between these two securities. The spread between BEPC and BEP.UN has now widened to almost $20. Seems way overdone. If I wanted to add in a registered plan which would you recommend and why. Do you believe BEP.UN would eventually increase relative to BEPC.
Thanks for your service.

Steve
Read Answer Asked by Steve on October 20, 2020
Q: I am not invested in the market right now with the exception of a couple of multi family REITs in my RRSP. I have a lump sum that I would like to start investing gradually. Looking for stable names with good dividends that will not reduce or cut their dividend. I am thinking of starting with ENB, TD and BCE. Do you like these three and can you recommend a couple others. I would like these names to be the foundation of the portfolio and then I will add more growth oriented names as opportunities arise.

Thanks,
Jason
Read Answer Asked by Jason on October 20, 2020
Q: Can you please compare the valuation (price / cash flow) of Minto versus Capreit and Interrent. Thank you.
Read Answer Asked by Pierre on October 20, 2020
Q: I have a full position in WELL but am also intrigued with DOC based on your recent comments. Can you comment on the new appointments in the recent news release and the pedigree of management. Assuming DOC drops closer to the new bought deal price of $2.40 would you be a buyer here?
Thank you
Read Answer Asked by Marty on October 20, 2020
Q: I see that ARK invest is selling some of their holdings of SE. I currently own a small portion of SE. Do you see any immediate risk? Is it still a good stock to hold today?
Also I have a little bit of SHOP. How is SE compared to SHOP? Should I keep both or get rid of one of them? or should I even sell my SE/SHOP and get AMZN? Thanks a lot
Read Answer Asked by Yongwei on October 20, 2020
Q: Hi Peter and Staff

The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.

All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.

Please indicate any clear winners or losers in the rankings

Thanks for all you do

Dennis
Read Answer Asked by Dennis on October 20, 2020
Q: Good evening, as 2020 comes to an end it has been an eventful year for stocks. Can you recommend 10 beaten down canadian stocks that are value companies that got the short end of the stick this year? Canadian stocks that have all the criteria you look for ( strong balance sheet, good management, low debt etc ) and will recover as Covid runs it course over the next 6 month or so. I am a more risk tolerant investor with over 25 years before retirement.

Jeremy
Read Answer Asked by Jeremy on October 20, 2020
Q: In the past you published a list of tax loss candidates with the best upside. Could you please do that again.
Read Answer Asked by mike on October 19, 2020
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