Q: I have 5 positions in my TFSA and am looking to add 2 more to better balance my portfolio with a long term time horizon (20+ years). I currently have ENB, CSU, SLF, TRI, and ATD.B. Could you give me 3 or 4 companies that would be appropriate to add at this time?
Q: Hi Team, what is your take on the earnings report. It's giving up everything (almost) it gained on Friday. I don't know if I missed anything on the report but I would like you take before I pick up some more. Thank-you in advance. Sam
Q: After market close,LSPD announced Preliminary Base Shelf prospectus up to $500m .Please explain,comment & its impact on stock price.Txs for u usual great services & views
Q: Do you have any sense of what the intensity of a dividend cut would be? Cardinal certainly got hammered when they last cut, but that cut was widely unexpected. In other cases a cut almost seems to give people 'permission' to start buying again, as they've got the expected cut out of the way. Where do you think VET would lie on this continuum?
Looking to trim a few overweight positions including Cummins. However this one continues to do well so i am a little reluctant to move on it. It is a 6% of my US portfolio and i usually like to keep positions at 4%. Do you think its funadamentals deserve a bit more time to run?
1. they cut did by half
2. stock price goes up a little due to renewed positive sentiment
3. current market reaction overdone ( due partially to "stops"
3. buy backs lift stock price a little.
4. the market still believes in management and business plan and will act accordingly long term
feel free to comment in any way
thanks
yossi
Q: Do you have any thoughts on the London Stock Exchange/Refinitive deal, particularly concerning Blackstone's involvement and potential benefit? I understand this isn't an area you concentrate on but may still be able to comment.
Q: Good morning,
I would like to add a US health care name to my portfolio. Considering MDT or SYK. Which do you prefer or do you have a better idea? I currently own IHI.
Thanks, Dennis
Q: In light of where we are in the business cycle and the trend of lower interest rates, I’m doing a review of my portfolio, $620000.
Recently reduced my position in ENB by half going from 10% to 6% and subsequently bought PPL. I’m looking for a second opinion. I’m an experienced investor familiar with the volatility of the market. Just looking to position myself for the next 6 maths to a year.
Price quoted is cost also % of portfolio.
CPX- 29.77 -4%; ALA - 19.38-6.45%;ECN.PR.A-23.56-8.5%(total return is positive);VGG-43.07-4.38%;CSH-UN-15.57-4.2%; NWH-UN-11.10-3.6%;ENB-42.16-6.2%; EIF-29.66-6.4%;VET-36.11-5.7%; WMT-98 US-4%; PKI-37.41-4.3%;AD-20.39-3.5%; CHR-6.79-4.5%; SIS-13.51-1.4%;AQN-14.23-5.7%; NFI-33.08-2%; PPL-49.50-3.7%.
Use whatever credits necessary. I find your answers given to your clients very valuable. Great unbiased opinion . Thank you. Supplementary to my question I have 8% cash and a quarantined income of $50000.