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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: Up until now, I have only part full or nearly full positions in a stock while trying to keep my total number of stocks under 30 in number. However, I am now considering taking a slightly different approach and buying a basket of some beaten-up stocks, likely from those noted above.

Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.

Your insight is appreciated.

regards,

Paul F.

Read Answer Asked by Paul on March 22, 2022
Q: Should the stock prices of energy , agriculture, metals and materials shares hold up in a time of higher interest rates, inflation and possible recession
Read Answer Asked by hal on March 22, 2022
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Read Answer Asked by Danny-boy on March 22, 2022
Q: Sorry but I have ask this. Is there a Canadian stock that at the moment you (Peter) are thinking ... boy I wish I did not have the rule about not buying a Canadian stock according the 5i company rules of not owning Canadian stocks? I realize that absolutely nothing is guaranteed these days and anything can happen. Just asking. Thanks again.
Read Answer Asked by Danny-boy on March 22, 2022
Q: Can you please give me your recommendation on a defence stock or stocks that you like at this time when many countries will be increasing their defence budgets. Thank You.
Read Answer Asked by Brian on March 22, 2022
Q: Hi team. I was fortunate to add to my Nvdia position at $219 a couple of weeks ago. Nvdia has now grown to 7% of my investment portfolio (stocks) and 6% of my total portfolio. I know you can’t get specific with weightings. I do see you typically trim your balance model portfolio around 8% when a winner runs.

Thoughts on how you decide to trim a winner and when?
Read Answer Asked by Don on March 22, 2022
Q: I have held IVN since about $3. Closed today at $11.56. Given the size of their recently producing copper mine. Robert Friedland, Co-chair. Their rhodium, palladium. gold, platinum and nickel reserves I hope to hold this for a long time in spite of being situated in DRC. I should add I hold teck.b and Freeport as well for copper. I am happy with Ivanho as smaller copper producer. But am thinking of future for their other materials as listed.

What risks do you see in IVN?

Thank you, Mike
Read Answer Asked by Michael on March 22, 2022
Q: Hi there, both companies have seen drops in their price. Is there any reason for their decline ?, 5i mentioned that on March 8 that it was safe to buy SPB, is still the case ?, Is it prudent o BDY now ?
thanks
Read Answer Asked by Alejandro (Alex) on March 22, 2022
Q: Can you list some of your favourite Canadian stocks that are eligible for the Canadian tax credit that yield over 4%? I am building a dividend portfolio and have the banks, ENB, PPB, SLF.

Thank you!
Read Answer Asked by TK on March 22, 2022
Q: Hi Everyone! What do you think of Warren Buffett’s pending purchase of Alleghany? It is my impression that a certain portion will be held in the Berkshire B fund which I already own. Would it be worthwhile to purchase a few shares of Alleghany separately?? Cheers, Tamara
Read Answer Asked by Tamara on March 22, 2022
Q: Hi, could I please have your opinion on the long end of the yield curve. The consensus seems to be that economic growth is starting to slow, inflation is increasing but may moderate in the second half but remain sticky and that the Fed may make a policy mistake by over tightening. To date the yield curve has steepened, short and long yields have increased, shorts more than longs. How might you see this playing out going forward. Do you think the long end of the curve presents an opportunity at this point? I am considering long perpetual preferreds which have also corrected but offer more generous tax favoured income (around 5%) than long bonds? Many thanks.
Read Answer Asked by Gary on March 22, 2022
Q: Hello, Recently I had watched a few YouTube videos on Ray Dalio’s new book called the New World Order. I know there is always something to worry about, but, is this something an investor should worry about in the next decade to come ? Basically, the book is about how a new reserve currency will replace the US dollar as the reserve currency. Have you guys spent any time thinking about this as an Canadian investor or what the implications might mean if he is correct ?
Read Answer Asked by Robbie on March 22, 2022
Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Read Answer Asked by Roy on March 21, 2022
Q: I would like to add 5 or 6 Canadian companies to my portfolio that pay a decent dividend (3%+) and distribute monthly. I'm hoping that you can suggest some companies that fit the bill and you respect for their high quality, leadership and ability to whether the noise created by events such as we are currently experiecing. Thanks in advance for you continued respected advice.
Read Answer Asked by Les on March 21, 2022
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