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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 know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,

Stefan


Read Answer Asked by Stefan on June 09, 2021
Q: I was hoping you could go sector by sector and suggest some companies in both Canada and the USA which you think will attract investor interest partly because of their ESG-friendly tilt.

As one analyst explained, there are commodity producers whose costs will be reduced thanks to ESG-related government grants, thereby boosting profitability. Wondering what you make of that and if you can suggest any examples. Thanks.
Read Answer Asked by Brian on June 09, 2021
Q: I wrote to you about US utilities on July 20,2020. Included in my question were : AEP (with DUK and SO).
AEP dropped about 4% this morning. I didn’t see any news today that is bad enough to affect the share price that much. All news items are two or more days ago. Do you see anything what caused the price drop? 4% is not trivial for a steady bond proxy.

In particular , would you change or update your answer to my July 20 question please? Thanks.
Read Answer Asked by Adam on June 08, 2021
Q: Any recent news on Surge {SGY} to keep me interested in this Co?
Read Answer Asked by Del on June 08, 2021
Q: Hi Peter
please comment on the new EFT DXR Dynamic Active Retirement Income + ETF.
When reading up on the fund the net assets are low, taking advantage of lower borrowing rates, the fund can use a moderate amount of leverage to generate additional income.
Is this a good strategy?
When the fund gets enough assets, would you recommend it for a RIF/RRSP for a long time hold (10 years).
Thanks Ron
Read Answer Asked by Ron on June 08, 2021
Q: Looking forward, with yield and stability in mind, how would you rank these three ETF's? Thanks as usual, great service.
Read Answer Asked by Curtis on June 08, 2021
Q: My portfolio, registered and unregistered is 62% equity 32% cash.
Have cash in both types of accounts, I’m 84 yrs old wife 74.

I currently hold the following equities. % total.

Aqn-3.26,bns-3.24,bam-3.24,byd-3.24,cae-2.48,car-un-3.74, Eif-1.21,enb-3.15-:mg-4.14,pbh-3.85,t-1.66,TFII-3.71,vdy-5.39,VFV-3.62,VFV-3.62,vgg-9.04,vvl-2.26, wsp-4.58.
Vgg is all in registered accounts.
Are there any equities you would considering no need to hold ?
Can you suggest any etf to add to either registered or unregistered account?
Read Answer Asked by Roy on June 08, 2021
Q: Your views on AMGN. The price is moving in the range between US$230 to US$245. Pays a dividend yielding 2.5% plus and increasing dividend year over year. One bad thing is happening with its new drugs. They are failing and not getting approval. Your views. Should exit the position? What's your choice? Do not own any drug company but own BAX-N as 10% of my portfolio. I run very concentrated portfolio based on individual companies and ignoring sectors.
Read Answer Asked by Piyush on June 08, 2021
Q: What is the future of Dupont? The company did acquisitions then merger then sold some business and finally split in three but company never grew? Your suggestions. Should I switch to DOW-N which I got when DWDP (DowDupont) split or APD-N which is betting on new $7-bil Hydrogen plant project?
Read Answer Asked by Piyush on June 08, 2021
Q: Please comment on latest Q1,2021 results reported on Jun 1,& the stock. 2 recent guests on Bnn think that the stock is ok.& may do well in 2H,2021 as it maximises its production of gummies & chocolates, which are reported to be popular in USA & Canada. I have owned it for several years,down67%. Txs for u usual great services & views
Read Answer Asked by Peter on June 08, 2021
Q: Answer to Gary (June 8) about budget records. We use Quicken Home and Business. It keeps track of investments (records security percentages and updates easily) and day to day banking. It is a lot of work to initially input information if a large number of securities and accounts so we will likely stick with it. No longer use Mint as we had to go to card websites to check balances and activity anyway.
Read Answer Asked by J on June 08, 2021
Q: Hi,
If I wanted/could buy only one Canadian bank, which one would it be today and why?
Thanks
Read Answer Asked by Marco on June 08, 2021
Q: Hello Folks:
I feel because of increasing demand for green energy, specifically EV batteries, the future may see increasing pressure on scarce mineral resources required for this shift. I do not do ETF's, however perhaps one specializing in a range of metals for this industry would be sound strategy. I could move a portion of our tech. money this direction.
What do you think of this idea and do you have suggestions of suitable equities?
Thank you for your great service
brian
Read Answer Asked by Brian on June 08, 2021
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