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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: Looking for a replacement to Boeing. My thinking is Raytheon or Honeywell. Does these sound like good replacement or there are better options.
Thanks
Kevin
Read Answer Asked by Kevin on August 17, 2020
Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.
Read Answer Asked by dennis on July 13, 2020
Q: Portfolio Analytics indicates I am over allocated and perhaps over diversified in Financials: BAM.A 2%, BNS 2%, TD 4%, X 2%, BRK.B 4%, MA 6% and Industrials: CCL.B 1%, CNR 4%, NFI 1%, FDX 3%, HON 3%, LMT 6%.
Which positions would you recommend trimming or eliminating?
Read Answer Asked by Steven on June 02, 2020
Q: I have these equities in my US Margin Account. I would like to raise some additional cash ... just in case. Which of above would you trim first. Are there any which should be sold for a tax loss if possible such as CRM and ISRG, where I am slightly negativ.
Thanks for your answer
Albert
Read Answer Asked by ALBERT on May 08, 2020
Q: I read an article that suggest that the US has essentially moved the FED's role to the Treasury Dept, thereby giving control (more at least) to the Trump admin. First, do you see this as the case, and second, if they were to devalue the US dollar as Trump has often called for to better compete with the world, and this brought structural support to the political move away from China and ROTW imports and boosted a reemergence of the US manufacturing/supply-chain system, what companies would look like a steal today ten years from now?
Read Answer Asked by Rick on April 02, 2020
Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.

If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?

Thanks for all your help.
Read Answer Asked by Mauro on April 01, 2020
Q: I am looking at adding some US Industrials to my portfolio, could you give me your opinion on Honeywell and Lockheed Martin for long term income generating investments?Are there other US industrial stocks that deliver a good and growing dividend that you prefer?
Read Answer Asked by Mike on March 17, 2020
Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!
Read Answer Asked by Gregory on March 12, 2020
Q: Hello Team

Looking for your top 3 picks for US industrials. What would you recommend and why? Would you buy these stocks now? Thanks for your insight.
Read Answer Asked by Rino on March 10, 2020
Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks
Read Answer Asked by JOHN on February 20, 2020
Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Read Answer Asked by RANDALL on December 17, 2019
Q: I have HON for 5 years now. I just bought some UTX because of the merger and the spinoffs added value potential. Could I have your thoughts on both these companies for the next year and for the next 5 years to help me decide if I keep both or move all the money to one stock.
Read Answer Asked by Rene on October 10, 2019
Q: I bought some shares in Honeywell back in January and I have noticed recently 2 new stocks that have appeared in my investment account: GTX (Garret Motion) and REZI (Resideo Technologies) which apparently are spin-offs from HON. Are you able to provide any comments on these 2 new companies? I'm inclined to just sell them (small number of shares). Thanks.
Read Answer Asked by Dan on November 06, 2018
Q: I am thinking of buying the Swiss industrial company ABB inside my RRIF. It trades as an ADR in New York. I already own UTX and consider HON to be overvalued. I am currently underweight industrials. If you don’t like ABB, what would be your favourite large cap industrial? Doe you know what the tax implications would be for holding ABB in my RRIF - would there be withholding taxes because it is a Swiss company? I seem to recall reading somewhere that Swiss withholding taxes are 30%. Thanks for any info. you can give me.
Read Answer Asked by David on February 20, 2018
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