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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: Is the debt not starting to be a concern here ?
debt/Equity 158%
thanks Gord
Read Answer Asked by Gordon on May 23, 2023
Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
Read Answer Asked by Jean-Yves on May 09, 2023
Q: I have been fortunate to own the above names, some for not as long as I wish I did. When you look at their 10 year charts they are impressive. Can I ask you to list a few more Canadian and perhaps several U.S. stocks that maybe also pay a small dividend but that you consider must own names for long term growth? (I do own BN as well). Thank you as always.
Read Answer Asked by Stephen R. on May 02, 2023
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
Read Answer Asked by Les on March 29, 2023
Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).
Read Answer Asked by Doug on March 17, 2023
Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam
Read Answer Asked by Shyam on March 13, 2023
Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 10, 2023
Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks
Read Answer Asked by gabriel on February 24, 2023
Q: I have very little exposure to Consumer Cyclicals
in my portfolio. I am considering taking a small position (say 2-3%) in Cdn Tire - it has a 4% dividend and some analysts seem to like it. Question - is now a good time to being taking a position in consumer cyclicals and what are your thoughts on CTC. Are there better options?
Read Answer Asked by Ronald on February 21, 2023
Q: My portfolio needs more utility, consumer defensive and consumer cyclical exposure. It also needs more international exposure. Do you have a few suggestions that you like now that might kill two birds with one stone? Would be long term holds inside of an RRSP.
Thanks!
Read Answer Asked by Jordan on February 07, 2023
Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.
Read Answer Asked by Martin on February 06, 2023
Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?
Read Answer Asked by ZIM on February 01, 2023
Q: I would like i5R thoughts on how to invest this year’s RESP contribution. Withdraws will occur around 2038. I am trying to decide between, DOO, DOL, ATD, PET, XIC & XIU. Do you have any recommendations or should I just flip a coin. Thanks … Cal
Read Answer Asked by cal on January 31, 2023
Q: Can you give me your 4 best ideas for consumer discetionary and your reasoning for each. Already own MG,Atz
Read Answer Asked by Stephen on January 24, 2023
Q: What would be your top five income and growth investments for an rrsp
Read Answer Asked by Bill on November 24, 2022
Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.
Read Answer Asked by David on November 10, 2022