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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: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!

Read Answer Asked by Grant on March 18, 2022

Q: My portfolio is low on utilities and industrials at the moment. It also needs more US and international exposure. Any suggestions for a few stocks that might be good additions at the moment? They'd be long term holds.

Read Answer Asked by Jordan on December 23, 2021

Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.

Read Answer Asked by lorraine on June 30, 2021

Q: As of today, what are your top 10 (5 USA, 5 Canadian) dividend yielding company's that you would invest in for a 5 year horizon. Thank you once again

Read Answer Asked by Greg on February 25, 2021

Q: Can you suggest two or three US utility co's. that would be appropriate for a US dollar RRIF? I believe Ryan had mentioned one on market call, but I missed part of that broadcast.
Thanks

Read Answer Asked by steve on December 03, 2018

Q: This is another US company question which I recognize is not your area of full coverage. The company is Southern - an electricity utility in the US. Four US analysts have it as a "sell" and many others as a hold. I'm wondering if this is largely because of the shift away from interest sensitive stocks or for some other reason. Wondering if you have an opinion on this company as a purchase for dividend yield and relative security (recognizing that the share price could drop further). I don't currently own it. Thanks and Happy New Year Don

Read Answer Asked by Donald on January 10, 2017