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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: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
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Read Answer Asked by Lucius on February 10, 2023
Q: Holding AQN in a dividend portfolio and down like many others. Pondering a switch to BEPC and looking for your thoughts on this move based upon prospects for total return over the next 2-3 years. I understand that in these situations looking forward is what matters but must admit I think my bitterness at the fall of AQN might be clouding my rationality a bit.
Read Answer Asked by Robert on February 10, 2023
Q: Hi

BN is 3.6% of our portfolio.

Financials are 19% of or portfolio and our Real Estate is at .50%.

Thinking of selling half of our BN and buying CIGI to reduce our financials and increase our Real Estate.

Does this make sense?

Thank you

Mike
Read Answer Asked by Mike on February 10, 2023
Q: Hi team,

What is your evaluation and views on Bouygues Offshore ?
Solid company ? Reliable ? Good future in America ?
I understand it operates in Canada as Colas Canada. Have you ever heard of it ?
Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 10, 2023
Q: Follow up on my question regarding STRUCTURED NOTES as DOWNSIDE protection

1. If a specific yield (eg 6.5%) is mentioned is that guaranteed?

2. Does the buyer of the note receive the entire amount invested at a specified future date?

3. How long do these typically have to be held?

Thanks again for all your help.
Read Answer Asked by Donald on February 10, 2023
Q: Today Harry asked
“Can you please recommend a web site or an app (free or on a paid subscription basis) for managing stocks”
I would suggest Harry to consider 5i Portfolio Analytics. I’ve been using this from it’s inception and am very satisfied.
Read Answer Asked by Les on February 09, 2023
Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.
Read Answer Asked by Cheryl on February 09, 2023
Q: Hello Peter,
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?

Thank you,
Roger
Read Answer Asked by Roger on February 09, 2023
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