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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: My mother in law is a 85 yr. old looking to convert A 300 thousand GIC into 5 of the highest dividend stocks from your Income portfolio, it represents about 20% of her total portfolio. The other 80% includes another 500 thousand GIC due in 2 yrs. My timeline is 5-7 yrs for reliable dividend stocks. Could you recommend 5-7 stocks to buy or any that aren't suitable at all.
Read Answer Asked by Ken on March 18, 2021
Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek
Read Answer Asked by Derek on March 18, 2021
Q: What do you know of XBC's management? How would you rate them, both excluding what is happening now and including current affairs?

In your report on the company in December 2020, you state:
Management is well-seasoned and has public company experience, including former top executives (CEO, CFO, COO) of various energy and industrial companies like CAE Inc (CAE) and McPhy Energy North America. Have they ever experienced anything like what they are going through with XBC now? How important is the involvement of CDPQ who invested $50M?

5i advanced XBC as a top growth company, as recently as March 10. Your report outlines your reasoning back in 2020. Obviously it's a different picture today. Any lessons learned?
Read Answer Asked on March 18, 2021
Q: How would you expect the healthcare sector to perform in inflationary times?
Read Answer Asked by Daniel on March 18, 2021
Q: How likely is is that the Feds permit the merger of Rogers and Shaw but then allow foreign ownership of telecoms in Canada. If so, which of the two, Telus or Bell, is likely to be bought out? Even if they are not bought out, Bell and Telus might still do better with less competition. Or the Feds may impose conditions on the merger that benefit BCE and Telus. In any event, I am not sure there is any downside to owning Bell or Telus, and the real possibility of capital appreciation. I leave out Cogeco in my analysis as the controlling family appears not interested in a takeover.
Read Answer Asked by Murray on March 18, 2021
Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance
Read Answer Asked by Terence on March 18, 2021
Q: Hi, before you mentioned that we should keep small cap positions to around 3%. Ahead of WELL earnings, my WELL position is closing in on 5%. Is this reasonable or too aggressive? I can handle some volatility and I am a long term growth investor. I see in your growth portfolio WELL is over 5% now. Would you look to trim back to around 3% or maintain the 5% position? Thanks!
Read Answer Asked by Keith on March 18, 2021
Q: I currently own a 5% position in Magna for some industrial exposure. Looking to add another name at a 3% position to get to my 8% desired weighting. This excludes transports which is separate in my sector weightings. Can you recommend one or two names in Canada and the U.S. that might be of interest?

Thank you,
Jason
Read Answer Asked by Jason on March 18, 2021
Q: I have the above in communication and i need to sell one of them. Which one would you sell? Are there any other ones that you might recommend over these?
Thanks
Read Answer Asked by Neil on March 18, 2021
Q: I own the above US stocks, am up a little and down a little on them. I am wanting to cut back on these stocks, in order to raise some US$. Would you rank them, best first. I will only be cutting 2 at this time. Please comment on their growth prospects.
Thanks John
Read Answer Asked by John on March 18, 2021
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