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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: I have been ignoring my RSP for years now , and I will have to do the Riff conversion in 2 years. I have a collection of failed stocks and $200,000 in cash sitting in 1 1/2% interest cash in my RSP .Yesterday I committed to buying the NPI offering , but my broker says I can change that to my margin acct or TFSA if I do it right away . If I clean it up , what equity names might you suggest for my RSP and where should the NPI go ? With 5% yield , is it an income stock ?

Thankyou ...
Read Answer Asked by Thomas on March 20, 2019
Q: What is your detailed opinion of Maxar "surviving". I have a massive position that is under water to over 100k. There is at least 10 USA law firms initiating class actions. I do not see any listed in Canada? Is their a Canadian firm representing shareholders? Should I participate in this, since the USA law firms advise on participation status as 100k. My book value is around $50.00 per share. I know the company will never see this price. However, my focus is on their ability to survive and muster up some kind of low $20-$30s pricing on their assets. Or, accept defeat, and try to recoup through class action, or sell. How valid is the class action? The cost of defending against 10+ suits must be intense, and will not go away. If you can peer down into this well of doom, please provide some comments. Thank you
Read Answer Asked by william on March 19, 2019
Q: I have held Loblaws for ten plus years and really liked the Shoppers acquisition. With the grocery business low margins and increased competition, would it make sense to move to a more pure play global pharmacy company like Walgreens to play the aging demographics?
Read Answer Asked by eric on March 18, 2019
Q: Hello Peter, Ryan, and Team

I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last":

BLX 1.07%
BNS 1.9%
KXS 1.35%
NFI 0.81%
PBH 1.7%
SIS 2.22%
SYZ 0.94%
TFII 0.58%

I am underwater on all of these. The number following each symbol is the stock's weighting.

Thanks for your assistance.
Read Answer Asked by Jerry on March 18, 2019
Q: My portfolio is light in consumer non-cyclicals. Last week I was considering the purchase of NWC for dividend in my non registered account. With the recent earnings release and drop in price is this a good entry point or should I move on?

Would PBH be a better choice? Or is there a better non-financial dividend payer to add to my portfolio?

Thank you

Stephen

Read Answer Asked by J Stephen on March 18, 2019
Q: I hold some CNR at a reasonable weighting 2-3%. Thinking of adding CP to the portfolio. Can I please get your opinion on the Rails in Canada. Current opportunity, valuation and how would you rank them- worth holding both?
Thank you
Read Answer Asked by Kyle on March 15, 2019
Q: Your thoughts on uns at present price. Would deal on aluminum tariffs give aa a substantial lift? Ygr recently downgraded to hold. Your thoughts.
Read Answer Asked by kenneth on March 13, 2019
Q: Could you please select the two or three stocks from the following list that you think will have the greatest total return over the next ten years:

WCN
BAM.A
AQN
SMU.UN
BIP.UN

If you have any other suggestions that would be also be appreciated.
Read Answer Asked by Doug on March 12, 2019
Q: Hello Peter, Ryan and Team,

I have been plucking the weeds and watering the flowers. These three are my biggest losers in a taxable account down between 20% to 30% and haven't been rallying as the others. Can you make the case for both buying and selling each of these? Thank you,

Wes
Read Answer Asked by Wes on March 12, 2019
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
Read Answer Asked by JOHN on March 11, 2019
Q: All these are oversold as of this week. For a long term investor, are any of these good to buy today?
John
Read Answer Asked by John on March 09, 2019
Q: I am considering swapping SPB for PKI. I bought SPB for income and hopefully some growth 2 years ago and not going anywhere. PKI has less yield but increased dividend in the previous 6 years. Also more diversification with potential for better growth. Your thoughts?
Read Answer Asked by Roy on March 09, 2019
Q: I want to add a consumer staple to my portfolio, can you recommend a few that might be recession proof? I currently only have consumer discretionary and am wondering if I should dump a few and add a staple instead? In consumer stocks I currently hold PBH, A&W, TSGI and STZ. Would you consider all of those discretionary?
Read Answer Asked by Jennifer on March 07, 2019