I have held BLK and MCO for about 1 1/2 years and my total returns as of now, are 83% and 77%, respectively. I have a feeling that the easy money has already been made on these 2 stocks and therefore should put my money on something else.
May I please have your comments on these companies going forward and your thoughts on what I plan on doing, would be appreciated.
Cheers,
H
I am interested in diversifying my portfolio into small cap value ETFs in the U.S. and outside the U.S. With respect to the above, I am considering investing in VIOV and AVDV. Are there other ETFs that you would recommend that I should look into with respect to small cap value ETFs in the U.S. and outside the U.S.
Q: I am holding this in a taxable account. Very happy with recent large gains and wondering whether to sell part in order to take some profits soon or to just let it ride for the long term, bearing in mind tax consequences. .
Q: Good day - May I have your review of this US REIT including safety of dividend, debt, growth potential, occupancy, risks or other concerns. Is it a good holding if we have more inflation and would you buy here based on valuation. Input always appreciated. Ken
Q: I have a small position in Aterian in a growth focused non registered account. With the recent pullback in price I am wondering about adding. What do you think of this company and its prospects?
Q: How do you go about calculating annualized returns on a stock that you've purchase across multiple dates? For example, in my portfolio I purchase PLTR 3 times, at 3 different prices. Questrade calculates a weighted total return using a weighted cost per share. However, the % just represents the absolute return to date. If I try to annualize this, can I do it without having to use each individual transaction date? Similar to the weighted cost per share, could I do the same calculation for the hold period? Any guidance or resources you could provide would be helpful here, as I've found online resources lacking in this general area.
Thanks!
Marc
Q: Hi. I’m writing in response to Andrew’s earlier question regarding whether or not he needs to report BEP.UN on his T1135. I’d looked into this earlier this year for BEPC, BIPC, BIP.UN and BEP.UN. Brookfield’s web site addresses this specifically. Below is the link, and direct quote.
Can I please get your thoughts on NBLY and DNTL? I own a little of both and was thinking about adding to one (or both). NBLY's Q4 looked good to me but do you like one more than the other?
Enjoying the upgrades! Having success with semi-conductor ETF's as a cyclical play in the past.
Would you still be buyers for the next 2 years?
And could I get your thoughts on Invescos new fund in comparison to the heavyweights.
Q: Hello
I will appreciate your comments on the Convertible debenture MR.DB.B.
If not suitable for a conservative investor, do you recommend any other convertible debenture?
Thank you for your insight as always.
Q: Thank you for providing such an unparalleled service. Your cost increases are minimal.
My question is about diversification in my RRSP which consists of mostly high quality growth stocks (GOOGL, VISA, NIKE, ACN, NVIDIA, etc.) I am however, under-represented in Canadian stocks which include BAM, SHOPIFY, IFC, FSV, & BIP.UN. My goal is to build up my Canadian portfolio in this RSP.
I am well represented in Tech, Consumers, disc, & health care with my US holdings. Can you recommend 10 Canadian stocks that I could add for the long term to balance out my portfolio? I am deficient in financial, materials & industrials. Or to apply the Occam's razor, should I just buy and accumulate XIC over time.
Q: Hi Guys
I am interested in these two companies. Could you give me your thoughts on them and if you think they are worth taking a position, do you have a price point you would suggest for entry? Thanks Patricia