Investment Q&A

Q: I bought Aecon at $10.78 last year when the price dropped, offering an attractive dividend yield of almost 7%. I purchased it solely for its dividend, as part of my dividend portfolio, and did not expect much in terms of growth. Unexpectedly, to my surprise, it has become the best-performing stock in my portfolio. With the recent dividend increase, the yield now surpasses 7%. Historically, this stock has been quite volatile, with performance fluctuating. My question is: should I hold onto this dividend stock and overlook the 163% capital gain, or consider selling it and reinvesting in other dividend stocks? What is the potential here? If it reverts to its historical performance, would it be better to sell and buy other dividend stocks? Thank you for your insight.

Q: Hi, Air Canada is finally moving . My question is what would be your suggestion as how high it can go based on period results and forecast or at what price it gets overvalued. I have this stock in RESP for long time and will need funds shortly. Thanks

Q: Hello Peter,
With Brookfield moving its HQ to US, does this mean we will pay with withholding tax in our TFSA account for any dividends declared? Also, should one wait before adding to BN? Given Topicus's results, would it make sense to increase one's weight to from 2 percent to 3 percent .. Lastly, if one wants to stay conservative, would it make sense to sell TOI, and LMN and just focus on CSU? Much appreciate it

Q: Good morning! Which of these two compounders that you recommend would you buy today? And why? Thank you to your team.

Q: Your thoughts on earnings and forward guidance please.

Q: 3 Questions:
Why is Magna up on the Q results? I sold at $100. Do you think there is a reason to step in?
What would be your favorite industrial for growth?

Q: What are your views on these two small companies?

Q: I'm looking at selling my lightspeed and purchasing propel. What say you?

Q: I am looking at swapping out CNR for TRI. as I believe TRI may be less sensitive to the economy. What is the long term (5-10 yr) growth outlook for these 2 companies and do you prefer one company over the other. Thanks

Q: Your thoughts on SMCI and HPS-A after the news and drop today? SMCI seems like they have issues to deal with...would you intiate a new position in either at this point? Thanks in advance.

Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help

Q: I use your Watchlist function, but am not sure how up-to-the-minute it is. Can you please clarify? Thank you.

Q: When you made suggestions to David on his TFSA are they in order of preference, or just random order?

Sheldon

Q: Hi There,
I currently have small positions in FTS (1.5%) and PBH (1.1%) which I am contemplating selling both and starting a new position in TIH for a higher growth profile. In your opinion, would you expect TIH to grow fast than the other two?
Thank you,

Q: This stock has steadily increased for a number of years but this year it's it's been up and down. Whats happed and will it continue to decline?

Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.

Many thanks.
V.

Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj

Q: VALUE OF THE STOCK HAS A DOWNWARD MOMENTUM, LOOKS GOOD ON PAPER. YOUR OPINION PLEASE?

Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James

Q: I am thinking of starting a position in ATD, given its current weakness, as I am underweight consumer discretionary. As usual it is also difficult to know what to sell, but I am thinking of selling one or two of my small cap technology stocks, namely AIF and SYZ. Selling one would give me a half position in ATD and selling both would give me a full position. There are no capital gains implications as the stocks are in my TFSA. With regard to quality of the companies and their growth prospects, would you advise me to make this trade? If so, which of AIF and SYZ would you sell or would you sell both?