Investment Q&A

Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.

Q: Hi,

I own both versions of TRI stock and it does very well but I'm worried its momentum is unsustainable. If you look at a five year chart, it's becoming parabolic. Why is this company doing so well, has such a remarkable beta, and what are its prospects in the next five years?

Q: Apart from financials and energy, which Cdn income stock has the best growth prospects ? Thanks.

Q: Would you please give me your 5 best ideas for momentum stocks in any sector other than tech or healthcare and say why you chose them. A big thank you for all you do for members.

Q: Thank you for for answer yesterday about setting up my parent's investments. To summarize, they are very conservative, above 80 years old, and looking for safety and income.

I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?

BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure

Could you please suggest some more to round things out? I need another 5 or 6 stocks.


Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.

Thank you once again,

Fed

Q: Hi am looking for a couple of recommendations for conservative dividend growing Canadian stocks and would like to shy away from utilities and those sectors that might be more interest rate sensitive. I already have good exposure to banks. Would appreciate any ideas you have. Thank you. Bill

Q: Thomson trades in both the US and Canada and, even if I hold TRI in the US, the Asset Allocator allocates it as Canadian.
TRI's average daily volume is higher in the US than Canada.
From a business point of view, TRI's sales in the US are greater than Canada.

When thinking about portfolio diversification, on a geographic basis, should TRI not be considered a US equity, whether held in the US or Can?

Could your online tool be adjusted to allow the user to manually make that change?

Thanks

Q: I was looking for some Canadian blue chip shares to buy as long-term holds. Since both financials and energy have not done well in Canada in recent years I had to look outside those sectors. What is your opinion on these candidates? Any additional suggestions? Thank you as usual four your valuable advice.
Walter

Q: Why does TRI share price continue to move up? over valued?

Thanks.

Liping

Q: Looking at investing in these Canadian companies paying US $ dividends for a non registered account to help with my snowbird expenses.
Would be 15% of total stock/bond portfolio of mainly banks, utilities, reits, pipelines. Age 69.
Appreciate your opinion on these. Any others?
Would you equal weight or what individual % would you allocate? Any other thoughts?
Thanks. Derek

Q: took positions in each earlier in 2019, and allocated them to balanced portfolio rather than income....did it this way as QSR dividend yield is 3.2% and TRI, 2.6%....is that how you would assignment them?.......thanks...Tom

Q: Hello all.
Looks like GS has worked out ok for recent purchasers.
Given this:
"The Gluskin Sheff board of directors, after consultation with its financial and legal advisers, has unanimously approved the transaction and determined that it is in the best interests of Gluskin Sheff, and unanimously recommends that Gluskin Sheff shareholders vote in favour of the transaction." I would expect low likelihood of a competing offer- your thoughts?

Also wondering if you can recommend another pick, (in any industry), with similar qualities, especially a significant and solid dividend.
Thanks

Q: what would be you top five CAD equities that you would purchase that have a significant dividend and some growth that do not include the financial or energy sectors

Q: I have been considering replicating the Income Portfolio but I am skeptical about including TCL.A and NFI. Would you have any other suggestions for this portfolio other than these two stocks? Thanks, Bill

Q: Hi,

Im looking for a lo-volatility, long term steady performer. What do you think of ATD.B or TRI.CI. What do you think of these two choices? Any better ideas?

Q: Purchased this back in June 2018 for my RRSP account for some "growth" with a 2% position. Now down 22% - at what point does one say that's enough and move. Can you suggest a possible replacement a little less volatile.
thanks

Q: Do you have some suggestions for an RESP that will not used for 15 years? The kids are now in SK and JK.

Thanks so much. Bob.

Q: You stated in December that TRI was not cheap and was sitting on a pile of cash. Is that still the case, and given the current valuation of TRI would you recommend buying it today?

Q: Can you comment on Thomson Reuters quarter and guidance for next year Thank You

Q: Have $4000 to add to my RRSP - currently have BCE, T, TD, BNS, AQN, ENB, SIS, PFE - can you recommend a 3-5 companies I can take a look at ?
thanks