Investment Q&A

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: Hi,

What do you think generally about the railroads for a long term hold? If you like them, plse suggest one CDN and one US

Q: Hello Peter, Union Pacific, after some fairly steady improvement since COVID and over recent years, despite being a large and not overly expensive company, has dropped about 12 percent in the last few days. I know stocks don't just go up, but this seemed unexpected and company-specific. I am thinking of adding. Any thoughts - either to account for the drop or whether you think it might be a good purchase at this time. Thanks!

Q: Interesting question/answer on Oct 1 "I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies". Can you please answer the winners among Netflix/Disney; Amazon/Shopify; Union Pacific/CP; AirCanada/delta. Thanks

Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom

Q: Your opinion please on CNR vs UNP ? I have a long time horizon. Looking to hold as forever stock.

Q: Hello Folks;
Do you an have opinion on Northern Pacific Railway. Currently I have a 5% position in CSX railway and considering selling my 5% position in Parkland Fuel for Northern Pacific, as Parkland appears to have topped out. What is your thinking on such a trade..... CN and CP appear to offer more limited scope. I realize rails are riskier bellweather industrial stocks than a Parkland Fuel, Boyd Collision etc. I My uncertainty results from concern of whether the US economy continues it’s upward momentum. Do you consider a 10% allotement to US rails excessive?
Thank you for your great service
Brian

Q: Is UNP a hold? All the blabbing about over-valued markets have me wondering if UNP is one to sell. This question is prompted by thoughts including, amongst others: UNP’s moat not particularly wide; economic uncertainties; better values available elsewhere.

Q: I have done well in the past with UNP, Union Pacific in my USD account . Do you think this is a wise entry point ?