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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: In my RRIF account I hold NTR which has broke two of my sell/trim thresholds. It has grown by 100% and is now over 7% holding in this account, so I may trim back to a 5% holding. My short list to replace with a higher dividend income in mind are ACO.X, EIF, NWC, and PKI. Could I please get your ranking and if any should be removed from short list.
Read Answer Asked by Roy on March 02, 2022
Q: Given the recent developments in Ukrain and financial sactions on Russia there has been a decline in US financials such as Morgan Stanley and Wells Fargo. Given uncertertainty around current eents do you think its good to continue to hold, divest and/or purchase more of one or both of these two financial institutions?
Read Answer Asked by Gerry on March 02, 2022
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
Read Answer Asked by Timothy on March 02, 2022
Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.

Have a great week. Take care
Read Answer Asked by Marla on March 02, 2022
Q: I have all the stocks in the Balanced Portfolio, and I have some new cash to invest in the BP. Which 4 Balanced Portfolio stocks would you add to today? And a brief reason why?
Thanks
Read Answer Asked by Steven on March 02, 2022
Q: Yesterday (Tuesday) I placed a bid to purchase KRBN at $41 that was filled at 3:47PM. Looking at the daily trading chart on any site shows that a big block trade went through right around then, but for the entire last 30 minutes of trading the price never seemed to stray outside of $42.25-$42.85. My order was for several even lots. I would just like to try and understand the trading that goes on behind what appears to be visible such that my buy could fill at a price of $41?

In addition, I am struggling with how to categorize this holding within my investment portfolio. As a “non-tangible” commodity would you consider it within the energy sector? Materials? US or International? Your thoughts?
Read Answer Asked by Steven on March 02, 2022
Q: Is it possible the numbers are exactly the same for exports & imports as per Statistica?
Answer:

Here are links from Statistica for imports and exports for the major countries Canada deals with.
Read Answer Asked by Joseph on March 02, 2022
Q: Do you know if any of the above companies have exposure directly to Russia, Belarus or Ukraine. Alternatively, would any of the above benefit from sanctions on Russia/Belarus (for example buyers switching to NTR for supplies from Russian suppliers)? Thank you as always.
Read Answer Asked by Doug on March 02, 2022
Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron







Read Answer Asked by Aaron on March 02, 2022
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