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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: Good Evening,

I am currently light on financials. I have a 2.8% position in SLF, 3.4% position in BNS and a 2.6% position in GSY. Would you recommend adding to these, or starting a position in ECN or something else. I am a long term investor who doesn't mind some risk.

Thanks,
Janet
Read Answer Asked by Janet on January 09, 2018
Q: Hi,

If the tsx were to go through a 15-20% correct in 2018, what five or six dividend paying companies do you feel would hold up best, irregardless of sector?

Regards,

Robert
Read Answer Asked by Robert on January 09, 2018
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: I am a little overweight in Canadian financials and worry about the new stress testing the banks will use for determining eligibility for mortgages next year.
Would it make any sense to take a little off the table and buy one of the life co's given expected rising interest rates and if so which of the above three?
Thanks
Jeff

Read Answer Asked by JEFF on December 11, 2017
Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE
Read Answer Asked by Pamela on December 07, 2017
Q: I Would like to do some rebalancing. If you were to pick a stock in the financial sector for 4% of your total portfolio which stock would it be.? Also staying in the financial sector but looking for your suggestion for a stock with a bit more risk/reward. Looking for maybe a 20%+ growth target and this stock would be in TFSA and be 2% or less of total holdings. Not looking for ETFs at this time
Thank-you. Terry
Read Answer Asked by Terry on December 01, 2017
Q: I am trying to decide which of these financial companies to invest in. Which has the best growth outlook for the next one to two years? Or would recommend another company.
Read Answer Asked by Paul on November 30, 2017
Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.
Read Answer Asked by Curtis on November 23, 2017
Q: I am a retired investor living on dividend income. I recently sold some assets and now have 15% of my portfolio in cash. I want to invest the cash across 5 stocks yielding minimum 3.5%. Can you recommend your top picks regardless of sector.
Read Answer Asked by Curtis on November 06, 2017
Q: I have become overweight in MFC, and wondering if I should shift some of this investment to SLF. Your thoughts or alternative suggestions to keep in the same sector? Thanks for your excellent service.

Alan
Read Answer Asked by Alan on November 02, 2017
Q: Buy. or Hold. or Sell

Much appreciated. RAM
Read Answer Asked by Ray on November 01, 2017
Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.
Read Answer Asked by Curtis on October 24, 2017
Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!
Read Answer Asked by Jonathan on October 17, 2017
Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's
Read Answer Asked by Jerry on October 11, 2017
Q: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.
Read Answer Asked by Graham on September 28, 2017
Q: First off I am 30yrs old slightly more growth investor and plan on holding for long term. I have a 25 CND stock portfolio of approx. 300k and Pension of 100k split between a Global Fund and CND Fund. In reviewing my personal portfolio I feel my financial exposure maybe needs some work (17% Weighting). I have a full position in GSY, TD,SLF and a half position in CXI. My question is because TD and SLF are probably already represented in my pension fund and they don't really fit the style of my portfolio would you look at switching them out? If so what suggestions would you have that would compliment GSY and CXI. Thanks
Read Answer Asked by justin on September 20, 2017
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