Investment Q&A

Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you

Q: I am going to sell COST due to the CG tax change. I was going to repurchase it, but you have suggested that it may be overpriced. What other good quality US stock would be an alternative.

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Hello Team,
Is it too late acquire COST? If not, what is a good entry price?
Thanks,

Q: Good morning

What are your thoughts on costco latest quarter

Thks

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.

Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Q: I would like your thoughts on CL. I have had it for three years and it has done nothing until recently, with a 2% div. I feel I should take my small gain and move on. If you agree, do you have better consumer stocks I should consider. Or should I just add to my COST and ATD holdings.

Q: I am holding $60,000 cash -($500,000 total portfolio)What would be best choice to collect interest that can be accessed on short notice also is there any negative aspects from these types of interest bearing accounts.

Presently I own BYD, CSU, FFH COST, LMN TOP MSFT NVDA, BN , BAM, ARC, AMZN, QQQ, SHOP, GOOGL, GSY, NRGI, ZTS, CVE, Can you give me your picks in order from above holdings c/w target price for adding to them.

Appreciate our help with my portfolio

Q: Hello,

I recently purchased the Costco CDR and was hoping you could help me understand why the CDR is showing a quarterly dividend of 0.05 with 2.75% yield on the TD app while the Nasdaq listed Costco is showing a much lower yield of 0.56%. Also, can you give me a performance comparison of the two over 1 and 2 year period. Thanks.

Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you

Q: Please rank for growth from 1-10 with 10 being best

Q: Would you please suggest a good entry level for these stocks?
thanks

Q: I have 4 stocks doing very well in my TFSA, MSFT, BRK.B, VI and APPL. Recently I noted that COSTCO is doing very well and I am considering adding it to my TFSA but am out of space. 1) do you think that adding Costco to my TFSA is a good idea and 2) if so which of the my current stocks above should I replace?
Many thanks. Jane

Q: I have owned Costco for many years and have done well on my investment...
- I have Always kept Walmart on my radar, never purchased...

1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...

2. Your thoughts on Valuations at current for both

Thanks in Advance,
M

Q: Hi Peter and Staff

Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis

Q: When I retired at age 60, I was told that I should drawdown my RRSP as much as possible before I started to collect CPP and OAS at 70. I have been doing this, but because my highest growth stocks (MSFT and COST) are in my RRSP, there has been no drawdown.

I know the general rule of thumb is to place your US dividend stocks in your RRSP. However, in my case I think I would be better off holding MSFT in my TFSA, and COST in either my TFSA and/or taxable account.

I would lose 15% of the MSFT dividend in my TFSA, but the dividend is so small, it doesn't matter.

COST is a little different because of the special dividend. If I put COST in a taxable account, I could recover the withholding tax when I file the following year although I would have to submit a T1135 if over 100K. But given that I anticipate most of the returns to be from price appreciation rather than dividends, it would be better in my TFSA up to my limit, with the remainder going into my taxable account.

Does this make sense? Thank you!

Q: I want to buy the above 6 stocks at a full position of each in a balanced portfolio for a long time hold. Are there any you wouldn't buy at this time and continue to watch, or any you would buy a half position and watch? Thanks!

Q: Can I have your thoughts about Costco’s most recent quarterly results?