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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 1/2 positions in both RTX and LMT and was considering adding to one of them. Which one would you add to at this time? Alternately, do you have another suggestion for the industrials space that you like better than these two companies? thanks, J
Read Answer Asked by John on October 13, 2023
Q: I know you don’t follow Europe stocks but wondering if you could give thoughts on this world’s top luxury automaker. Is the div sustainable and is the Valuation as cheap as it looks. Is there an ADR with a US$ dividend?
Read Answer Asked by Scott on October 13, 2023
Q: Hello -

I suppose the merger with Life Storage has elevated EXR's debt. Is that debt load concerning in a prolonged "higher for longer" interest rate environment ?

How does it's present P/FFO ratio and Dividend yield compare to the past ?

Is there a better comparative metric to use than these ?

Is it a buy, or what would be "5i's attractive entry point" ?
Read Answer Asked by James on October 13, 2023
Q: I am wondering about the impact of open banking on our big banks in Canada. We may learn something from the US who are reportedly starting earlier. But I wonder how much our big banks will be stirred up by giving customers control over who gets access to their data, and more importantly, the impact on their moat from more knowledgeable competition.
Read Answer Asked by TOM on October 13, 2023
Q: Some time ago when rates were starting to go up I bought XSB for the bond (cash) part of my investments, . The thinking was that the "Short" would protect against rising rates. Alas, things did not work out that way and the holding is down about 9 %, not including interest paid. At this point, can you see any advantage to holding XSB with a return of 2-3 % when GICs are available at more than 5%? Many thanks
Read Answer Asked by Leonard on October 13, 2023
Q: Which names are your favourite heavy oil producers in Canada?
Read Answer Asked by Kim on October 13, 2023
Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.
Read Answer Asked by Kevin on October 13, 2023
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
Read Answer Asked by Tom on October 13, 2023
Q: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?

Thx
Read Answer Asked by blake on October 12, 2023
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