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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: Hi Group - looking at buying a stock in the financial sector looking for most growth with lease risk. Also div would be good but not imperative. Presently own both TD + Nova Scotia. Also BOA + C in the US. I was thinking that JP Morgan or Visa would be good choices Canadian banks are not acting well even after their recent stellar earning. The us appears to be a better choice. Maybe an insurance company works here ? Than for your advise
Read Answer Asked by Terence on June 06, 2018
Q: I am already overweight in tech, fintech, consumer staples and healthcare (which includes SIS) and underweight in industrial and financial sectors. Do you have any industrial or financial suggestions in either Canadian or USA growth stocks to help even out my portfolio please?
Read Answer Asked by Elaine or Gerry on May 17, 2018
Q: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.

I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.

I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.

Are there any of these stocks that you would sell and if so what would you suggest for a replacement.

Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.
Read Answer Asked by Paul on May 14, 2018
Q: Hi guys,
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark
Read Answer Asked by Mark on April 23, 2018
Q: I seem to have gotten overweight financials in my US portfolio. i currently own JPM, VISA, Etrade, Paychex. I do prefer to hold a basket in each sector as i don't like single company risk. What would recommend, trim each or could you list these in preference order of best to own. I like them all for different reasons so i am struggling to make a decision here.
Read Answer Asked by kelly on April 02, 2018
Q: Good Morning. I have US $ that I would like to invest. Would you please provide me with your top 5, any sector, growth but not too risky companies?
Thank you.
Cathy
Read Answer Asked by Catherine on March 28, 2018
Q: I have been reading and general feeling i believe is the feds are going to raise rates in 2018, do you feel that is right?, if so, to what affect will that have on bank stocks and IF, you were going to pick 2 in each of canada usa which would you pick, in the order you like them
thanks
Read Answer Asked by eddie on February 28, 2018
Q: I would like to combine JPM with two new other US positions in a US$ portfolio to achieve a good mix in the financial sector. Wondering what your thoughts are about adding an investment company like SCHB or AMTD or is there another entity that you suggest?....and also an insurance company that you would suggest that would benefit from rising US interest rates? (I currently hold SLF in a Cdn$ portfolio.)....Thanks
Read Answer Asked by Tom on February 02, 2018
Q: Hi 5i:
I have too many finance stocks in my RIF account and would appreciate your advice on how to reduce. I want to maintain some US banking exposure, but otherwise I am open to your suggestions I have: RY; SLF; JPM; BAC; V. Thanks Roland
Read Answer Asked by Roland on January 31, 2018
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