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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: My current portfolio is concentrated on 4 sectors of; Technology,Materials,Consumer/non-cyclical,and Industrial,total of 12 stocks mostly of your Balanced Portfolio.So far they are doing very well.
To balance my portfolio I want to add 7 new sectors : Real Estate,Financial,Healthcare, Energy,Utilities,Consumers Cyclical and Telecommunication,for holding term 2 to 3 years.

Please provide me with your current favorable choice of stocks for each of my 7 new sectors to buy now.
I prefer CAD stocks but I have no problem with some of US choices.

Thanks Andrew
Read Answer Asked by Andrzej on May 09, 2017
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
Read Answer Asked by Richard on May 09, 2017
Q: I'm looking at very long term investing. I like the buffet/jarislowsky style. I'm thinking years if not decades. If you had to pick 4-5 stocks that should be in a portfolio looking that far ahead, what would they be? I'm looking for strong management, good growth and consistent dividend growth in sectors/businesses that have very low probability of becoming obsolete. I understand that these are going to be big short term growth stocks, just a good foundation for a portfolio to be supplemented with some higher income and more speculative short term growth stocks.
Read Answer Asked by david on May 08, 2017
Q: Hi,
I'm a growth investor and getting a little heavy in my consumer discretionary holdings. I own CARA and MTY and thinking of switching one out for PBH. Which one do you think I should consider switching out?
Thanks
Read Answer Asked by Curtis on May 08, 2017
Q: Good morning.

Your 15% prediction on AGT seems to be holding as accurate.

My question is what should a holder of the stock do with this drop? I own in an RRSP and thus have no tax advantage to sell but if a rebound is unlikely I will suck it up and move on.

Would you
1. Sell
2. Hold
3. Average down

Please explain the fundamental reasons for your recommendation along with best course of action

Thank you in advance
Read Answer Asked by Tim on May 08, 2017
Q: I have sold 40% of my shopify position to take some profit and am now sitting with 6% cash in my non registered investment account. What options might be available to me to park the cash until I see some exceptional buying opportunities. Second question is that I am seeing several investment articles recommend a larger cash position as there may be a correction given very high valuations that appear to have too much "hype or anticipation" factored in. What percentage would you recommend I maintain in my investment account. I am sitting at approximately 6% in my non registered account and 10 % in my RRSP. Thank you for the great service.
Deborah
Read Answer Asked by Deborah on May 08, 2017
Q: I tried to search the site in the blog section for information on the 5% suggestion for individual stocks. No actual search feature for individual articles. so could I get a reason for the purpose of the suggestion. How it should work ie if you have 7% do go back to 5 or let it ride and wait what would the top percentage when to trim. I have TD up 0ver 200% at 12% of portfolio but it is a good dividen payer and stable stock??
Read Answer Asked by Ross on May 08, 2017
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