Investment Q&A

Q: From a value perspective, what are your top two non-bank financial stocks these days?

Q: Are the California wildfire losses expected to have any impact on Canadian insurers, possibly as reinsurance partners?

Q: Would you please rank the 3 stocks in order of total return going forward. IFC has the best 10year return, but not so more recently. I currently own IFC and I am concerned about the effects of global warming on future performance. I am leaning toward MFC because of its recovered mojo. I sense that MFC is the most conservative play in the group. Thank you

Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY

Q: What would you buy in the BE portfolio with new money today, leaving aside weight considerations--what looks good? Thanks!

Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.

Q: We have a 2% ownership. The stock has been drifting lower for a few days and down again, today on no specific news.

Would you be comfortable to add at current levels ( $264 -$265 ) for a long term hold ?

Thank You

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: Dear Peter et al:

Thanks to your persistent AND consistent faith in some of your high conviction stocks, my portfolio has done well! I just renewed my 5i Bundle subscription! (Your favourite pick BN alone paid for a few years worth of subscriptions!) My only request is to "fix" the search function in your ETF/MF Newsletter! Long over due my friend!!

I have asked this question several months ago and your answer once again proved VERY profitable! I had asked a few questions from different angles about NON-Correlated assets. Private Equity and Utilities and a few others ere mentioned by you. ALL of them are up till date!!

However at this current point in this cycle, post- election phase, how would you structure non-correlated assets? (To dampen my drawdown in Large caps/Tch/Financials etc., ) Any suggestions?

Q: Hi, sold my IFC and would like to replace it with an American company. What are your suggestions? Thanks, Peter.

Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim

Q: If I have to pick one between EQB and IFC for RRSP, long term 5 + years stable growth in financial sector, which one it would be ?

Q: Hello,

Do you like the quarterly results ? What would be a reasonable price range to add some shares ?

Thank You

Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help

Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?

Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help

Q: I have owned IFC for a while; its share price has gained nicely in the last 12 months or so but I am concerned it is becoming a bit richly value and am considering a switch to CB. What is your view of this change? Would you stick with IFC or make the switch, and why? Many thanks for your excellent service.

Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.

Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?