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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: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
Read Answer Asked by Gerry on February 16, 2024
Q: Greetings,

My first purchase of CCL.B in May 2017 was just before the stock split. At the time it was $63.3 per share. I have earned approx $1200 in dividends and am currently down around $600 based on current share price, and up $600 overall. Can you please remind me why I should continue to hold this stock. My patience is beginning to wear thin. Many thanks and my apologies if my expectations are not reasonable.
Read Answer Asked by Kelly on January 31, 2024
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
Read Answer Asked by Gervais on January 29, 2024
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Read Answer Asked by Hali on January 29, 2024
Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane
Read Answer Asked by Shane on January 08, 2024
Q: Peter,

As tax loss selling abates, what are your top five candidates for a bounce back in the new year?

Thanks for your great service,

David
Read Answer Asked by David on January 02, 2024
Q: I have just read your report covering the hidden gems in the cad market.

Kindly rank, from best to worst, how attractive they are for an immediate purchase.

Thank you
Read Answer Asked by Karim on December 13, 2023
Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,
Read Answer Asked by Claus on November 14, 2023
Q: Hi,

Total return, long term investor with a diversified portfolio. If you had new money to add to a portfolio, would you consider CCL.B and T decent prospects, especially on weakness in the last year or so (these are small holdings in my portfolio)?
Thanks, Michael
Read Answer Asked by Michael on November 06, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Read Answer Asked by Gerry on November 02, 2023
Q: I've got 20K to invest in some growth. How do you feel about splitting the funds between these two companies?
Read Answer Asked by Brett on September 28, 2023
Q: Within the 3 5iR portfolios, what are the stocks that would be considered "dividend growers"?...Thanks.... Tom
Read Answer Asked by Tom on September 27, 2023
Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
Read Answer Asked by Don on September 07, 2023
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Read Answer Asked by Terry on July 17, 2023