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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: If you could see into the future and knew COVID, people's fear of COVID, the economic effects of COVID were all gone ( basically a complete return to normal scenario was 100% for sure in 2021/2022) what basket of Canadian stocks would you purchase now for longer term hold (5-8 years).
Read Answer Asked by Ryan on October 27, 2020
Q: I own 2500 shares (~CA$136,000) of Nutrien (non-registered account) with an unrealized capital loss of approximately $19,000. To realize this loss, I am planning to sell my position in Nutrien with aim to re-buy after 30 days. In the interim, to maintain weighting in that sector, what suggestions do you have for an economically similar security (or securities)? (My holding is currently in a US$ brokerage account, so would be easiest to switch to another US$ security, although I could journal-entry my shares into the corresponding CA$ account, and sell my NTR shares in CA$, if you suggest a CA$ security[ies].)

Ted
Read Answer Asked by Ted on October 26, 2020
Q: In the industrial sector I have a weighting of 19.41%. I know this is over weight, but I like the stocks I own for future growth. For colour I own CAE 3.97% up 14.22% recent addition. EIF 4.31% up 20.31%: TFII 5:47% up 105.97%: : WSP 3.75% up 4.79%:
My concern is with TFII, after reading a copy of the conference call I’m not exactly excited about the future. Seems to be tough sledding from here on.What are your thoughts?
Read Answer Asked by Roy on October 26, 2020
Q: Good evening, as 2020 comes to an end it has been an eventful year for stocks. Can you recommend 10 beaten down canadian stocks that are value companies that got the short end of the stick this year? Canadian stocks that have all the criteria you look for ( strong balance sheet, good management, low debt etc ) and will recover as Covid runs it course over the next 6 month or so. I am a more risk tolerant investor with over 25 years before retirement.

Jeremy
Read Answer Asked by Jeremy on October 20, 2020
Q: Thank you for your great advise. I currently have a good positive portfolio thanks in large part to your suggestions. I need to increase my consumer defensive by about 1.5%. I currently own the above companies at different weights. ATD 3.5% PBH and L at 2% and DOL at 1%. Where would you add or would you suggest another company. Please rank in terms of preference.

Thanks, Yves
Read Answer Asked by Yves on October 19, 2020
Q: What 3 Cdn and 3 US equities would you currently select (without regard to sector) as your best picks for an investor seeking both a) the six "safest" equities over the next 12 months as in lowest downside risk in your opinion, and b) the six most likely to provide at least a 5% total return over that period? Tough one but perhaps very helpful for part of an overall portfolio - Ken
Read Answer Asked by Ken on October 19, 2020
Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram
Read Answer Asked by Ray on October 08, 2020
Q: I am underweight consumer discretionary stocks (also underweight US stocks). I only own AMZN and REAL in this space. Considering ATZ or GRMN. Are there any others I should consider. What would be your suggestion to add? My portfolio has a mix of about 25 US and Canadian stocks based on reading your question section daily. Thanks for all you do for the independent investor!
Read Answer Asked by Paul on October 08, 2020
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