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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: Iam McGugan's G&M article on factor based investing mentioned quality based stocks. Can you name a few in Canada and the US and how would you filter for these types of stocks in a search?

Much thanks
Mark
Read Answer Asked by Mark on April 11, 2023
Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
Read Answer Asked by JOHN on April 11, 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: 1. When CSU spun out TOI, it was considered a “mini European CSU”. What would consider the recent spinout of LMN i.e., a “mini xxxxx CSU”? If applicable.

2. I am thinking of unloading LSPD from my RRSP at a significant loss. Where would you suggest the funds go? I am thinking either SHOP or LMN or is that just setting up a double whammy? if yes, alternatives please.

Thanks as usual.
Read Answer Asked by Danny-boy on March 28, 2023
Q: (I have submitted this question under CSU since Lumine does not yet seem to have been entered in your automated stock list.)

Lumine (LMN) started to trade yesterday (Mar.24), at $16.75. I have no idea whether this is a fair value, but have noted in the past that the initial market price of spin-off shares often falls
precipitously in the first few days of trading. I
I would like to add to the shares I already possess from the CSU spin-off. In your opinion, is $16 overvalued?
Thanks!
Read Answer Asked by Gregory on March 27, 2023
Q: I am a holder of CSU inside my TFSA - as such I have received shares of Lumine - realizing you are not tax experts are these Lumine shares allowed to be held inside my TFSA.
My advisor thinks they might not be - TBD. If they are not allowed they need to be removed - would that count as a withdrawal in the eyes of the CRA?
Thanks
Read Answer Asked by Reg on March 24, 2023
Q: Hi Folks,
I have a question concerning what affect a recession would have on Tech stocks such as Apple, Microsoft, Google and even Constellation Software?
I am nibbling away at buying these now but I am wondering whether I should wait to finish buying my full position on each until the recession is over.
Thanks
Read Answer Asked by JOHN on March 24, 2023
Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard
Read Answer Asked by richard on March 22, 2023
Q: When Lumine starts trading later this month, I will want to add to the shares that I will receive by virtue of my CSU holding. Is it your expectation that there will initially be some selling pressure and hence price weakness as investors who do not see Lumine as a core holding, sell the shares that they received? Also as was the case with Topicus, can I assume that an additional source of selling will be index funds who will be forced to sell their shares?
In your opinion, when will be the optimal time to acquire additional shares - immediately after they start trading, or gradually over the following weeks?...thanks...Glenn
Read Answer Asked by Glenn on March 20, 2023
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
Read Answer Asked by Jim on March 16, 2023
Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?
Read Answer Asked by D on March 14, 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
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