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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: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!
Read Answer Asked by Richard on August 14, 2023
Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.
Read Answer Asked by John on August 14, 2023
Q: When investing in telecoms, what are the best valuation metrics to know it's a good price to buy into?
Read Answer Asked by Eugene on August 10, 2023
Q: 7:37 AM 8/10/2023
I was looking at the share price graph of KEY this morning. On your 5i Interactive chart it shows the price as $30.19 as of Sept 01, 2014. However TD Waterhouse shows the price as $49.92 for Sept 01 2014 and Yahoo shows the price as $49.13 for Aug 31 2014 so they agree.
This is a HUGE difference.
According to 5i I have broken even but according to TDWaterhouse and Yahoo I have lost a lot of money. Which do I believe? It makes it very hard to judge historical capital gains and makes it really hard to judge whether a company is worth investing in. I doubt that many people reinvest the dividends back into the same company which I think is what the 5i chart does.
What counts is what you actually paid. Please explain
If I had bought shares in September 2014 which price would I have paid?
Thank you........ Paul W. K.

Read Answer Asked by Paul on August 10, 2023
Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian
Read Answer Asked by Ian on August 10, 2023
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