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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: I am considering selling PFE for tax loss. In your opinion is this a good time to sell? Secondly - if I did sell - what might be a good proxy to buy in the meantime and/or - would it be beneficial to rebuy PFE after 30 days. I already have a 4% position in ABBV.
Read Answer Asked by Stephen on November 14, 2023
Q: Realizing that PFE's dividend has been rising annually at only about 3% in recent years, and recognizing that a portion of "moving the growth needle" will be done by acquisition, would it still be a good buy at around the $27 level (longterm technical support) ?

Also:

-How does their debt situation compare to its historical measure?

- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?
Read Answer Asked by James on November 14, 2023
Q: I'm looking at repositioning my portfolio with the intent to leave it alone for the next 5 years. What would be your "top ten" names with a bias towards growth?
Read Answer Asked by Rick on November 14, 2023
Q: Other than dividend yield, what are the top 3 metrics one should be considering when selecting dividend stocks for investment? And what are the most relevant sources to research in this regard? Thank you
Read Answer Asked by Ronnie on November 14, 2023
Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.
Read Answer Asked by Marco on November 14, 2023
Q: What metrics do you look at to determine if long term holds for dividend income are still safe for that dividend income? I have a pretty diverse portfolio and more than half of it is in banks, oil, telecoms and utilities. I have held these since before Covid, Financial crisis, two wars presently raging and introduction of AI, let alone the Climate Change growing issue. So I'm looking out say 10 years and want to look at each of my long term holdings to determine if they are still long term eligible and if so will their dividends be safe. Any thoughts on a frame work/lens that I should be considering in this kind of a review?
Read Answer Asked by Phil on November 14, 2023
Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.
Read Answer Asked by Neil on November 14, 2023
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
Read Answer Asked by Don on November 14, 2023
Q: Hi 5i,
I am trying to find the ex-dividend and payment date for Hmax....Td web broker info only shows a dividend payment date of Nov 07, but have not received anything in my account yet as of Nov 14.....in your experience does that seem unusually long or does this fund require additional time to show up or do i need to take action?
thx
Read Answer Asked by jim on November 14, 2023
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