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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: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.
Read Answer Asked by Robert on June 09, 2021
Q: Hi guys
Had a pleasant surprise today, for a change, a company that I had written off, started trading today after a long halt, change of business, it is trading at $ ,70 or so, my cost base is $.35, can you tell me something about this one, how does the future look, should I blow it out, or hold on, in your opinion.
thanks for your time and keep safe
Auftar
Read Answer Asked by auftar on June 09, 2021
Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you
Read Answer Asked by Huy on June 09, 2021
Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter
Read Answer Asked by Peter on June 09, 2021
Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!
Read Answer Asked by Justin on June 09, 2021
Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?
Read Answer Asked by kelly on June 09, 2021
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!
Read Answer Asked by Richard on June 09, 2021
Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?
Read Answer Asked by Karen on June 09, 2021
Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C
Read Answer Asked by Bill on June 09, 2021
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