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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: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.
Read Answer Asked by Les on November 01, 2021
Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you
Read Answer Asked by Michael on October 25, 2021
Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you
Read Answer Asked by hal on September 28, 2021
Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.
Read Answer Asked by Lyle on August 05, 2021
Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx
Read Answer Asked by dan on July 13, 2021
Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!
Read Answer Asked by Keith on June 25, 2021
Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
Read Answer Asked by Shane on May 17, 2021
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.
Read Answer Asked by Peter on April 13, 2021
Q: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!
Read Answer Asked by Sue on April 09, 2021
Q: Hi Guys,

I am retired and is looking for recommendations for 10 US and 10 CDN core stocks. Also an ETF or two for ex North American exposure.
Thank you
Read Answer Asked by Junor on March 23, 2021
Q: Peter/Ryan would like your opinion of 5 good American stocks for an RRSP. Thanks,
Read Answer Asked by Nick on March 22, 2021
Q: Hi Peter and Team
With the expectation that both the Canadian and US markets should do well for the next two years, can you suggest 5 CDN and 5 US stocks to consider for long term purchase in reasonably well balanced registered portfolios (RRIF and TFSA) that now have significant (>15%) cash positions. Thanks for the ongoing support.
Peter
Read Answer Asked by Linda on March 13, 2021
Q: in a post pandemic recovery Economy please rank best to last these 4 companies. please show the PEG ratio for each company thanks Richard
Read Answer Asked by richard on March 02, 2021
Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!
Read Answer Asked by Michael on February 19, 2021
Q: I hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.
Read Answer Asked by Adam on February 18, 2021
Q: Thinking about adding both COST and SBUX with new RRSP money. How do you like their growth profiles going forward? How will they achieve this growth? Is it just a matter of scale and breaking into new markets?
Read Answer Asked by Matthew on February 18, 2021
Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

Read Answer Asked by Wes on January 15, 2021
Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin
Read Answer Asked by Martin on January 12, 2021
Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.
Read Answer Asked by Roy on January 05, 2021
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