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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 am interested in companies that might benefit from an Amtrak vacation boom.
I am open to any and all ideas.
And do you think this is a reasonable investment theory.
Read Answer Asked by Kyle on July 30, 2023
Q: Hi,

I've sold my house and moved overseas; I will return in about 3-4 years and may need to buy a new home at that time.

I have about $700K I'd like to invest while I'm overseas.

Can you suggest some dividend stocks to hold while I'm overseas, that I'd be able to liquidate to sell to buy a new home when I return in 3-4 years?

Thanks,
Robert
Read Answer Asked by Robert on July 30, 2023
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!
Read Answer Asked by Kim on July 30, 2023
Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.
Read Answer Asked by Mahendiali on July 30, 2023
Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.
Read Answer Asked by Christine on July 30, 2023
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