Investment Q&A

Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you

Q: Hi team, I am a retired, income with a bit of growth investor. I have 22 holdings in my portfolio. My general rule of thumb is that a single holding should not be over 5% and a sector no more than 20%. When it comes to ETF's my % are a bit higher. My question is, with the above ETF's in mind could you please tell me what the maximum % you would feel comfortable with holding in a portfolio. eg- I have ZWA at 10%, ZWE 9%, ZWU 9%, with cash at 15.5%. Thanks for your expertise, Bill

Q: Hi Gang

Did you have a look at my last question onTop 15 Canadian companys that pay in US cash

Thanks Mike B

Q: Hi Gang

Can you give me list of Reits and companies that pay in US cash

Thanks Mike B

Q: hi. I am down on CSW, and am thinking of selling and locking in the tax loss, and immediately picking up ADW. do you see more capital gain potential in one versus the other? what do you feel is the better investment now?cheers, chris

Q: Could you comment on this with rates rising

Q: If you already hold NFI at these level, would you sell and move on or does the risk / reward make sense for a few more quarters or longer term?

Q: Can you pls recommend a CDN ETF that holds Constellation Software, and which has a good track record for price appreciation. Thank you.

Q: Hi 5i,

For Guardant Health (GH) would you recommend holding or selling at this time?

If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.

Thank you.

Q: Just read about Intel making its foundry available to customers for specific chip designs to compete and grow, trying to supplant Samsung and TSMC, seems they are building foundry production to compete with Samsung, what are prospects of success by 2030 as they hope, is this good place to step in?

Q: hi, portfolio analytics says I am underweight basic materials, consumer defensive, healthcare and industrials. can you provide a few Canadian and US equities in each category, that you would consider for medium to long term investment.
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris

Q: In the answer provided today to Peter:

We would rank: BAM, BEPC, EIF, FTS, SIA, SLF, BNS, ENB, NPI, TVE, RY, CTC.A, T, TRP, ADN

You missed BCE. where would you place it?

Q: Prior to the December 2022 distribution of the new BAM, I believe that the old BAM (now BN) was trading with a dividend yield above 1%...perhaps around 1.25% or even 1.5% (?) As of this moment, the "new" BN trades at a 0.91% yield.

I usually use historical yield as a guide for my stock purchases. Am I able to make a direct yield comparison of today's BN vs. the former, or was the dividend affected in any way because of the distribution 6 months ago? If so, by approximately how much ??

Q: Retiree looking for suggestions to putt some money into a TFSA. Long term investment with a good dividend and reasonable capital appreciation. Please advise.

Q: I would like your opinion of this new ETF.
I realize it has no history, and is still rather small, but it seems to be in a growing segment, high income ETF's.
I like the equal weight aspect, I like all the companies in it, and I like that there is no leverage involved, and at the money options, seem like a winning formula.
I am looking for income, low volatility, and a little growth would be welcome, but honestly, if the share price is the same in 20 years after distributions, I would still be very happy.
It would make up about 30% of my investments, with HDIV at 20%, and HYLD at 20%, cash at 10%, and an assortment of individual companies, about 7, making up the remainder.

Thank you

Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.

Q: A good time to buy these? Thanks!

Q: As for the Q. on Annamaque Mines and other worthless old stock certificates, they may still have some value as the artwork on some of these scrips is quite good and the promoters and "boiler rooms" that sold these to an unsuspecting public often put more $$$ into these pieces of banknote quality paper than the project.
A hobby exists called Scripophily and the better ones can be hundreds of $ in trading value.

https://scripophily.net/international/canada/

I have about 20 of these inherited from ancestors and the best adorn my office wall, some with an interesting history such as National Portland Cement Co. from 1908 with the Topeka bridge pictured crossing the Kansas River which collapsed in 1965, though I'm not certain it was from faulty concrete.

Q: Good afternoon,

Could you please pass on your thesis for owning Visa-noting in past posts you mentioned a "duopoly "of payment systems.

Thank you

Q: Good afternoon,

What would be a catalyst(s) to change the momentum of Telus International?

Thank you