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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: Hello Peter and team,
I was expecting with higher rates that insurance and banks will do well. Trisura is behaving like a tech stock and the banks and insurance are not doing well despite good numbers. Is this due to uncertainty geo-politically? Thanks very much.
Read Answer Asked by umedali on March 03, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.
Read Answer Asked by Peter on March 02, 2022
Q: What is your opinion of Aecons earnings report? I was quite disappointed and the share price drop today suggests many others feel the same. Is this still a growth stock or is it dead money? Should i dump it? (and perhaps buy DIR as it has come down because of the share offering?)
Read Answer Asked by arnold on March 02, 2022
Q: Apparently Canada will ban crude oil imports from Russia. Are there any other petrochemicals that we import from Russia? How will this affect Canadian companies and which companies do you see benefiting the most from this move?
Thanks for your advice.
Ian
Read Answer Asked by Ian on March 02, 2022
Q: With the tragedy of the Russia-Ukraine war breaking out and the sanctions put in place, do you think the Canadian blue-chip energy co's such as IPL are facing headwinds or tailwinds right now? Wondering if this is a time to take profits or consider riding with Canada energy looking like a desirable alternative these days. Thanks
Read Answer Asked by Elliott on March 02, 2022
Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you
Read Answer Asked by Karim on March 02, 2022
Q: Both these stocks are down. I am thinking of selling both and buying SHOP. Do you think it is a good move. Your Comments please. Thanks for the valuable guidance you always provide.
Read Answer Asked by Vinod on March 02, 2022
Q: For European blue chip exposure with attractive yield, CDN domiciled, for an income account, is ZWP the only/best option or are there alternative on the CDN exchange.

Looking for an etf with close to 1b in assets, with blue chip holdings, a minimum 3% yield to compliment a long term retirement income account
Read Answer Asked by Harry on March 02, 2022
Q: With an 11 dollar option price and closing of the deal expected in Q1, it seems like there is an opportunity in DWACW at 28 when DWAC has been consistently mid-80's and higher. Am I missing something?
Read Answer Asked by Rick on March 02, 2022
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