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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: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Read Answer Asked by Pradeep on August 13, 2021

Q: HI Guys,
Have these stocks bottomed here &
Would you buy these 5 names right now and in what order would you put them in 1-best & 5-worst
AGF,CIS,ONEX,BMO,CWB

What financials would you be buying if you donít like those?

Thanks again!
Nick

Read Answer Asked by Nick on July 23, 2020

Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?

Read Answer Asked by Vineet on March 31, 2020

Q: Hi Amazing Team,

Don asked a question today about Canadian Western Bank: With Alberta hurting and oil prices crashing would you consider the western bank safe. Your answer began with: We would be cautious on CWB....

My question is please: I have a significant CWB bond maturing Jun 16 2022. It is in the money. Would you be inclined to hold or sell?

Many, many thanks for what you are doing in this time of crisis. Michael

Read Answer Asked by Michael on March 20, 2020

Q: Peter, I read your article in the National Post on Saturday. You focus on a handful of companies that are superior according to your filters. Of these how would you rank the companies above? And have you any information about them which you would like to add? Thanks for your insights.

Read Answer Asked by christianne on October 28, 2019

Q: Now there is talk of negative interest rates eventually coming to Canadian markets. What would be the impact on the banks and financials here?

Read Answer Asked by Dino on September 25, 2019