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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: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: CVX has been dropping since 2022. Is there a problem here? XOM and SU (I hold all three) have been increasing. Should I drop CVX? I have at least a five year window, 78 year value investor who can wait for a turn around.
Read Answer Asked by STANLEY on September 05, 2024
Q: Hi! Could you explain the sharp dip in price for TMDX recently?

Also, I am down almost 20% HPS.A and keep waiting for it to get better. It tries, then falls, rinse and repeat. What's going on here? Is there good reason to be patient?

Thanks so much.
Read Answer Asked by Judith on September 05, 2024
Q: Hi, Can you let me know what High interest ETF (highest yield?) you recommend - in US and CDN $.
I also believe there is one High interest ETF, that does not pay interest, but accumulates capital gains, what is it's name and what do you think of it.
Thanks.
Read Answer Asked by Peter on September 05, 2024
Q: Hi — Appreciate the service.

Question about FPR-T, purchased in ~2018 at $21.09 as fixed-income/yield instrument at a time of low interest rates.

Need to generate some cash and am considering selling this achieved-its-purpose stock.

Question: on a scale of 1 - 10, how much (more) upside could I be missing out on if I sell now?

Thank you.
Read Answer Asked by William on September 05, 2024
Q: I currently do my investment trades thru National Bank Direct Brokerage. I is a very good platform but does not keep a real time update on Capital gains and losses for the year. Do you know of any sites that can do this? Thanks
Read Answer Asked by george on September 05, 2024
Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.
Read Answer Asked by David C. on September 05, 2024
Q: With the lowering of interest rates, what bond funds to invest in? Bond ETF’s?
Read Answer Asked by Helen on September 05, 2024
Q: Looking for updates on these three. As usual would think the possibility of higher returns comes with more risk…how would you rank them for total return 3-5 years?
Read Answer Asked by Jim on September 05, 2024
Q: Could you please suggest a hedged ETF for renewable energy including Uranium, that could earn 10% in the first year, including both dividend and capital appreciation? Same question please also for a Canadian ETF? could you also please include grid energy or large scale energy storage as part of the question?
Read Answer Asked by Ron on September 05, 2024
Q: I am presently over invested inthe Technology Sector in the following,
IYW has 90% in Tech - own 150 shares
QQQ has 52% in Tech - own 25 shares
ZSP has 32% in Tech - own 480 shares
XWD has 26% in Tech - own 300 shares
VXC has 26% in Tech - own 200 shares
What is the best way to sell (all or part of) the above to reduce this category to 7% as suggested by your Potfolio Tracker?
Thanks for your great service.
Read Answer Asked by Terry on September 05, 2024
Q: What is your opinion on structured notes. If they are good for income, how do we purchase them? Thanks, James
Also are their similar ETFs?
Read Answer Asked by JAMES on September 05, 2024
Q: What is a good approach to evaluating risk for a stock investment? I can think of systemic risks, specific company risks, and historical drawdown price risks. Anything else? Is there a way to condense these into an overall risk estimate? Any articles or books on the subject you would recommend for DIY investors?
Read Answer Asked by Alfred on September 05, 2024
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