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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: Hi group I am taking a bath on tech stock both in US and Canada . Looking like market is going to value on these stock as opposed to growth. I also am losing a lot on financials like Visa + PayPal. What strategy should I use going fwd . Preserve capitol or wait out what happening or? . I know that this info is scattered info but generally what is your thoughts going fwd Thanks for your guidance
Read Answer Asked by Terence on July 31, 2018
Q: I noted Visa is in Business Services industry (software and programming) whereas MasterCard is listed in Financial Services. Shares for Visa currently lower than MasterCard. Going forward which of the two would be better value investment and why? I am thinking it is Visa but would appreciate your input.
Read Answer Asked by Elizabeth on July 18, 2018
Q: Recently I opened a Corporate Investing Account for our small business to put money not currently required vs sitting in a bank account ; investing period would be at least 5 years. Funds are in USD so the plan is to invest in US stocks and currently plan to invest $15,000 to $50,000 USD. I am considering MSFT , NVDA and V. Your comments / recommendations would be appreciated. Thank you.
Read Answer Asked by Elizabeth on July 16, 2018
Q: My wife and I are looking for growth and have a high tolerance for risk in our TFSA accounts. We have full positions in SHOP, TSGI, KXS, GSY, SIS, PHO, PBH, COV and half positions in RHT, WCP, GC and GUD. These will remain long term holds as long as there’s no material change in any company. We’re considering CSU and TOY. Could you comment on purchasing these at today’s prices and indicate potential future headwinds (China dispute on TOY). As a second question do you have any other suggestions that look particularly interesting to you today? Thanks for your incredibly valuable service.
Read Answer Asked by Warren on July 13, 2018
Q: Hi, I am a dividend growth investor and looking to build a stream om passive income through dividends. I am 40 and have a long horizon (20+ yrs) so I'm not so worried about current income as I am about future dividend income and total return. I invest a part of my income every month. My current portfolio consists of mainly large cap dividend growth stocks in diversified industries in Canada, US and Europe. Mastercard and Visa look like great companies to me, high ROIC, high growth on all fronts, favorable developments that will benefit their business etc. They would also complement my portfolio well as I have no holdings from that industry yet. The only thing I am concerned about is their high valuations at this point.
So my question is, is this a good time to add MA (and perhaps V) to my portfolio? Or is it wise to wait for a pull back? Do you have a price point for entry? Your advice is appreciated.
Read Answer Asked by Jeroen on June 26, 2018
Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?
Read Answer Asked by Jerry on June 14, 2018
Q: In what order would you rate the following U.S. equities
I am considering adding to a well-diversified portfolio?
IHI IWO XLK XLF KRE VISA
Thank you.
Read Answer Asked by Harold on June 11, 2018
Q: Sold FB and have some US$ to spend, can you provide 3 of your current favorites that may provide short term upside from down south please - higher risk is fine? Of the two I provided, which would you choose and why?
Read Answer Asked by Charles on June 08, 2018
Q: Hi Group - looking at buying a stock in the financial sector looking for most growth with lease risk. Also div would be good but not imperative. Presently own both TD + Nova Scotia. Also BOA + C in the US. I was thinking that JP Morgan or Visa would be good choices Canadian banks are not acting well even after their recent stellar earning. The us appears to be a better choice. Maybe an insurance company works here ? Than for your advise
Read Answer Asked by Terence on June 06, 2018
Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice
Read Answer Asked by thambirajah on June 06, 2018
Q: I will be on holiday for a month in July, and rather than selling and going away I was considering increasing my positions in solid blue chip stocks. Canadian and US financials have not done well recently. What about Visa and MA? Any other suggestions?
Read Answer Asked by Kurt W on June 05, 2018
Q: I am already overweight in tech, fintech, consumer staples and healthcare (which includes SIS) and underweight in industrial and financial sectors. Do you have any industrial or financial suggestions in either Canadian or USA growth stocks to help even out my portfolio please?
Read Answer Asked by Elaine or Gerry on May 17, 2018
Q: Hi Peter and Staff
Looking to start small positions in some US growth stocks for a daughter with a long term hold in mind. If you would not buy any of the ones below, please indicate that. If not, would you please rank them in order of most desirable to buy .
FB, SPOT, NFLX, Visa,JNJ,HD,AAPL,MSFT

Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 09, 2018
Q: My average cost 62.50 and I am down quite a bit since the last quarterly report. Reading through your comments on this stock, you feel that the stock has lost its momentum. The company reports next on April 30. Do you see any reversal in the next 6 - 12, should one continue to hold or should one just sell now and replace it with a better choice. Regardless, if I should decide to sell now, could you suggest a couple of US replacements with some growth prospects that have positive momentum. (I was thinking of businesses like Visa or Mcdonalds or something you may consider more appropriate with similar moats). This security is being held in my wife's RRSP and she also holds: AT&T, MSFT, FB, MS, AMTD, JNJ & MO. I am more interested in preservation as my wife will have to begin withdrawing in a couple of years.

Thanks,
Joseph
Read Answer Asked by Joseph on April 06, 2018
Q: I seem to have gotten overweight financials in my US portfolio. i currently own JPM, VISA, Etrade, Paychex. I do prefer to hold a basket in each sector as i don't like single company risk. What would recommend, trim each or could you list these in preference order of best to own. I like them all for different reasons so i am struggling to make a decision here.
Read Answer Asked by kelly on April 02, 2018
Q: Hi. In the Financial sector, I own BNS (5%), TD (5%), GSY(3.2%), ECN(3.3%) and Visa (2.4%). Is the banking sector too high? If I need to sell, which one should go first? Is GSY and ECN very similar in nature? Should I own both? Thanks
Read Answer Asked by Esther on March 15, 2018
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