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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 the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!
Read Answer Asked by Justin on June 09, 2021
Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?
Read Answer Asked by kelly on June 09, 2021
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!
Read Answer Asked by Richard on June 09, 2021
Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?
Read Answer Asked by Karen on June 09, 2021
Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C
Read Answer Asked by Bill on June 09, 2021
Q: Evolution gaming is based in Sweden and I find it interesting. How can I invest in this company since it is on the sweden stock market ? On the RBC platform I found the EVVTY (evolution AB OTC pink. Is it the way to invest in this company from canada or you have a better and safer way ? Thanks
Read Answer Asked by jean on June 09, 2021
Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.
Read Answer Asked by Nancy on June 09, 2021
Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks
Read Answer Asked by JOHN on June 09, 2021
Q: Could you provide any up- dated assessment you may have re. Novo Nordisk in light of FDA approval of their obesity drug Wegovy. The monthly cost of a regimen of the drug is apparently $800.00 ( without insurance ) . But with 100 million obese Americans and obesity increasing risk factors for many other diseases, might it be a reasonable speculation that insurers may cover the drug at some point. Any sense of how much of this potential might be already factored in and how much might be a potential game changer if it plays out successfully over time?
Thank-you
Read Answer Asked by William on June 09, 2021
Q: I see you are sitting on over 7% cash in the Income Portfolio. Any plans to deploy these funds in the short term....or is this strategic?

I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.

To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.

Thoughts?

Thanks...Steve
Read Answer Asked by Stephen on June 09, 2021
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