Investment Q&A

Q: All four securities are held in a US TFSA at ~2% - 2.5% positions each. I would like to deploy available funds to either take two of the positions to 3.5% or add to all four at 0.5% ea. Seeking market recovery growth over the next 2-4 years, which strategy would you deploy? If only two were added to, which ones would they be, if it were you?

Thanks for all you do for us little guys.

Q: Given the nice run up in Nutrien is now a time to sell and look for other opportunities? I know this stock has long term potential, but I’m concerned with it’s cyclical in my retirement portfolio and with events such as end of the war (which would be a good thing) could negatively impact the price of these shares. Is there another materials type of stock that may be preferred in a dividend focused portfolio?

Q: Hi, If Trudeau proceeds with his initiative to reduce fertilizer emissions by 30% therefore reducing fertilizer usage. How will that impact fertilizer companies such as NTR? Is Canada a big fertilizer user? Thanks

Q: My portfolio analysis indicates I am somewhat uderweight in basic material. My present holdings are FNV and NTR. Now that I am retired, my risk level should be considered low to moderate. Dividends are not particularly important. Could you suggest 2 or 3 companies in that sector that have good prospects over the next 5 years. If none are particularly interesting at this time, I would rather wait. In the same vein, could I suggest adding the option of searching by specific sectors in Questions? Thank you.

Q: Hi Peter,
What do you think of the action in NTR ? It had strong earnings and is in a solid position globally in the current environment. Desite this the chart looks toppy. Thanks.

Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.

Q: Hi,
I sold my NTR back in Dec for some tax loss selling in margin account. I bought MOS as a proxy and its up 20% since then. Should I switch back to NTR now or keep holding MOS? Would have to report a gain on MOS now if I switched back. How does NTR and MOS compare now and what are the growth prospects going forward. Looking at historical performance, they move somewhat in tandem to each other. Thanks!

Q: Hi Guys whats your thoughts here banner quarter and down 5% sure would have been a disaster if it was a miss .
This is a big unexplainable drop
Kind Regard
Stan

Q: I am considering to buy from above stocks Please advice.
Your opinion is always highly appreciated and has always
been Fruitful.

Q: Hi Peter, Ryan & 5i,
I am looking for seven great Canadian dividend stocks that are listed on US exchanges that pay their dividends in US $. I have about 70K US$ to invest.
Much appreciated and thanks for the great service. Ivan

Q: Would you sell NTR to buy NVDA? This would be in a USD TFSA account long term hold. Current USD holdings in this account are BAM, PLTR, V, CMPS, BMAR ,RBLX

Thanks

Q: Precious metals having a good day today, assuming its mainly because of the hot inflation numbers coming out. Do you see these stocks having more room to run? I own the above. Can you rank the above stocks in terms of the inflationary environment and which have the best growth and potential. Which sectors would do the best? Also I'm low in energy, would that sector do well if inflation persists or is it mainly driven by energy prices? Do you still see inflation as transitory or more persistent? Thanks!

Q: I am under water on AEG. Any good reason not to sell even though in a RIF? I am thinking of adding the proceeds to NTR holding. I know, totally different businesses but NTR has recently declined. Any thoughts?

Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Q: In my previous question about Earth Alive Clean Technology you mentioned the % of insider and institutional holding, wouldn’t you view that as a positive , especially for such a small company? The market for the sectors they’re in is very large, with the above companies I’ve referenced, if Earth Alive Clean can grab an increase in market share with their new products it could transformational for them , no?

Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.

Q: I recently purchased NTR:US within my USA TFSA. With a 15% withholding tax applicable, I thought it still remained beneficial though with accruing the USD within the account.
Not sure this is the most beneficial strategy long term, and I am thinking of transferring the security to CAD TFSA instead. What you recommend?

Q: I am overweight in the Utilities sector and underweight in Materials. I am considering selling some BEPC and using that cash to add to Materials. Is NTR recognized as belonging to Materials in the Portfolio Analytics ? What other suggestions would you have for Materials stocks at this time?
By the way I have found the Portfolio Analytics a great tool for following and planning my investments -Thank you for your great services .

Q: Since it is my largest losing position eligible for a tax loss sale, contemplating a tax loss sale of NTR but wondering what I could use as a proxy. Suggestions?