Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.
Q: I own way too much of BIP.UN { 22.4% } and will be trimming when I get my free shares. And have a position in BEP.UN which has risen to a 6.3% position which I am okay with size wise. Even though these are two huge winners for me I always look at it as " Would I buy them now ? " .... Not sure that I would. Mr Market seems to be in love with the name Brookfield right now and the forward PE on BEP.UN is 298 { Source Yahoo Finance } which seems astronomical for a utility. And though I cannot find one for BIP.UN the trailing PE is 377. { If you have a forward PE I'd like to know what it is ? } ...I realize there is more to evaluating a company than the PE but I am thinking these two are expensive......Plus I kind of view them in the blue chip category not the wild growth spectrum.......What is your opinion on the fair valuation of these two companies versus " Investors have gone gaga for the name Brookfield right now " ?
Q: Seems like the renewable energy area has a future. Could get your top 6 stocks that you would purchase for growth and dividend? Which would be most affected if interest rates were to gradually rise? Thanks for the great service. Would like to stay in the cdn market, but a top us one or two would be appreciated.
Q: considering taking a position in AD but not that 1 of their investments (Kinney) is not currently paying distributions, should that deter one from investing in the Group?
Q: Jim Cramer added Tyson to his trust portfolio around $90USD arguing that the pork market in China was going to be undersupplied due to swine virus' etc. It has now pulled back to $84-85 and I am wondering what your take on it would be as a low volatility option with upside?
Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?
Q: There was an anylist on BNN a couple days ago that mentioned aqn has huge potential for organic growth through current project in production coming on line thru 2020 & 2021. Could you look into this and provide growth projections thx
Q: Evertz is approaching its long-term lower trend line, is now a good time to start a position or, in consideration of global growth worries, is waiting the best course? Does its line of business and North American focus make it to any degree recession-resistant, or is the world's move away from the traditional television paradigm (studios, synchonized feeds, etc.) going to put a cap on growth?
Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!
Q: Unfortunately I was not able to get out of Medial Facilities so I am holding at a large loss and hoping for a recovery. I see that they recently sold one of their facilities. Is this this facility that has been causing them their problems? Do you think this improves the outlook? Thanks, great job.
Q: My wife has this mutual fund with a 2% MER, very little growth and a small dividend. Would you kindly suggest a couple of replacements (ETF or Index fund or Mutual fund) with a similar risk level and sector coverage but without the high MER.
Many thanks