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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 - you initiated a 1.5% position in PSI on Mar. 26 and then increased its allocation by another 1.5% on Apr. 9.

You were also asked a question about PSI in comparison to NOA and TVK on Apr. 1, to which you replied you like NOA and TVK.

"PSI is a much more cyclical business than the other two (TVK is less cyclical, and NOA is currently in an up cycle), which we would not be comfortable owning for the long term. In terms of total return, we think TVK and NOA could do well from these levels over the next three to five years given their cheap valuation."

Can you please clarify - what are you seeing in PSI that you like? Is it something you are comfortable owning for long term? Why did your comments seem unfavorable to PSI while you were acquiring shares in your income portfolio?

Thanks,
Read Answer Asked by Adam on June 03, 2024
Q: Hi Folks,
I am thinking of selling either ENB or TRP and buying CNQ as a replacement for some more growth. Which do you feel is the better stock to keep today, ENB or TRP. This would be in my TFSA.
Thanks
Read Answer Asked by JOHN on June 03, 2024
Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.
Read Answer Asked by Jason on June 03, 2024
Q: Just wanted to make you and your readers aware. BNS indicated they will not be raising their dividend for the entire year. They will not be considering an increase until 1 year from now. This bank raised twice a year for years. Then, in 2022 they only raised once by a small amount. Same story in 2023: only 1 small raise. Now, no raise at all for the entire year.

Please note that dividend increases are important to retirees.
Read Answer Asked by Greg on June 03, 2024
Q: Peter and His Wonder Team
This beer company is at a new low. Please give me your prognosis going forward. I am looking at it as a contrarian pick. Are there hidden risks that I do not see? Better to wait a couple of quarters? Thanks...your opinion is alway valuable and has helped me as a retail investor.
Read Answer Asked by Ernest on June 03, 2024
Q: I'm wondering which of these stocks would be best to move from a RRIF into a CDN TFSA? Thanks.
Read Answer Asked by Ann on June 03, 2024
Q: It seems that any earning beat or miss is creating huge price movements, I realize this is speculation, but with the recent drop in Adobes price would you anticipate much of a drop from here if Adobe's numbers aren't in line. I am a shareholder just looking for some support.
Read Answer Asked by Steve on June 03, 2024
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
Read Answer Asked by Don on June 03, 2024
Q: Which stock would have the most growth going forward- HPS.A, STN,TIH,TVK? Please rank them.

Thanks for your service
Read Answer Asked by Ozzie on June 03, 2024