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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: 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
Q: Hi there,

Wondering what your thoughts are on food service or food provider companies? Their exposure is fairly broad (across both Canada and the US). Stock price will presumably fluctuate with opening decisions. If you had a choice of the two, which one? Thanks.
Read Answer Asked by Zhengran on June 19, 2020
Q: Given the extremely large Fairfax/Hamblin Watsa presence in ATCO (aka "Seaspan") and its seemingly "o.k." numbers, is it a worthwhile position for Income? How does it stack up against SFL:us and CMRE:us in this respect?
Read Answer Asked by David on June 19, 2020
Q: I have owned a full position in AW since the early 2000's, first in my daughters TFSA and now in my RRSP. I like to tell my daughter that Teen Burgers paid for her university! My Question is, how much value to you feel would be added to the share price when and if the dividend is reinstated? Any thoughts on when that might happen and would it likely be added back at the same level as previously? I am contemplating a switch to QSR but I feel like I might miss a nice pop in AW.
Thanks so much for your always valued input.
John
Read Answer Asked by John on June 19, 2020
Q: Kindly indicate your current preferred allocation in percentage for the 11 sectors

Also, please list your preferred 2 ETFs (CA, US, or Global) in each sector.

Thanks
Read Answer Asked by Steve on June 19, 2020
Q: Within the context of tax loss harvesting, what would be good proxies for the following stocks: NFI, SIS, and VET. And can you assign an estimated "beta score" for the proxies. i.e. 1.0 should have very similar performance.
Also, with a year like this, should we expect heavy tax loss selling towards the end of the year?
Read Answer Asked by Mike on June 19, 2020
Q: I’d like your opinion on where certain BP holdings would be best placed in TFSA as opposed to a cash account, and if it makes sense to shift low growth stocks to the registered account and higher growth to a TFSA.

I’d like to transfer approx 3 stocks (lower growth/dividend payers -PBH, ENB, SIS from my TFSA into the cash account in December. In January I plan on transferring the same value amount back(higher growth/lower DIVS - CSU,ATD,BYD, KL plus $6000 into The cash account.

Would this be in line with TFSA rules and would it be beneficial to me to do? And what account would you buy NFI In? Still waiting on better momentum before repurchasing.
Read Answer Asked by Kelly on June 19, 2020
Q: Hi, how would you rank these four if you were to start buying today. Do you think its better to buy two full positions or half positions in all of them currently?

Thanks!
Read Answer Asked by Keith on June 19, 2020
Q: Do you have a preference of HR.UN or DIR.UN? At present the distributions are similar. I am interested in safety of the distribution and some growth. Please elaborate.
Thanks for your service
Read Answer Asked by Ozzie on June 19, 2020
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