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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: Could I get your opinion on Mastercard please. Also would you own either it or Visa.
Unless the trend to less cash reverses these companies should have some strong tailwinds but are never inexpensive from a valuation standpoint. Thoughts pls.
Read Answer Asked by Michael on June 22, 2020
Q: What's with so many stocks trading at above average volumes today? Is this related the TSX index changes for Monday or are there other factors.
Is it a quarterly balancing?
I think ETFs sort out their positions about this time of the year for equal weight ETFs for example.
I often see above average volumes at month end which I thought was funds trying to make their month end holdings look better.
Thanks for your professional opinion.
Read Answer Asked by Madeline on June 22, 2020
Q: As a result of comments from 5i and other factors I initiated partial positions in the above 5 companies (so thanks!). All have done well.
At this point I am looking to add to my positions and wondered if you saw any red flags in any of the 5 companies and also in which order you would rank for adding funds.

Thanks,

Terry
Read Answer Asked by Terry on June 22, 2020
Q: I sent in a question a 3 days ago about using preferred shares in companies in lieu of savings mutual funds like DYN6000. Did you get the question? Also wondering if Preferred shares is a better option because of the dividend then could you give me a list of 6 to 8 in Canada and 4 in the US that you would recommend. Hope both you Peter and Ryan and your families are staying safe.

Regards,

Brendan
Read Answer Asked by Brendan on June 22, 2020
Q: Hi,

I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert
Read Answer Asked by Robert on June 22, 2020
Q: Sir, I find myself down 25-60 % in ALL of the above companies. In keeping with your BUY MORE, HOLD, SELL SOME or all, I would appreciate your thoughts on the above companies. I have some capital gains to off set so all is not lost- yet. Thanks- JP
Read Answer Asked by James on June 22, 2020
Q: I have a room for ONE of these in my TFSA. GIB multiyear growth profile seems tantalizing and the valuation looks good recently. However, in my view with recent changes in company TRI has just started to warm up.
Read Answer Asked by Rajendra on June 19, 2020
Q: I have been following your advice of slow buying. For recovery plays with a one to 3 year timeframe (US election and possible normalcy returning post-COVID) is Canada or US better positioned? If all things are equal I favour Canada to avoid the nuisance of Norbert's Gambit etc. But if there is a compelling difference I'd like to use that to my advantage. I have some XIT, AC, SU and LNF and I am finding it hard to wait for the slow buying due to FOMO. How slow is slow enough? Thoughts appreciated.
Read Answer Asked by Marilou on June 19, 2020
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