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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: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor
Read Answer Asked by Alnoor on January 22, 2024
Q: Good Day,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
Read Answer Asked by Kevin on January 22, 2024
Q: These are the big losers in my portfolios.
So sick of looking at them and waiting for improvement (which I know is unlikely and a bad idea). My wife’s analysis of my investment strategy is “break even quick”. Are any worth holding, or is it time to just jettison the works?
I don’t mind a bit of risk, but am thinking they’re just mistakes, at this point. I believe I have a diversified portfolio over all, with none of these being overweight.

Thanks for your help.
Len
Read Answer Asked by Leonard on January 19, 2024
Q: I didn't journal TCN to my US account for the dividend. Will it make a difference regarding currency when the 'go private' deal is done since it is a Cdn listed stock and only the dividend was paid in USD?

Is it best to buy RBA on the US exchange and are the dividends paid in USD? I want to avoid currency conversions as much as possible and this info is not readily apparent to me.

Many thanks.
Read Answer Asked by Gayle on January 19, 2024
Q: I have be considering swapping CAE for BDGI. Badger is widely exposed across the US while CAE seems to be slow getting traction at a time when business should be good.
What are your thoughts on these companies and their potential growth.

Thanks for the great service
Read Answer Asked by Clarence on January 19, 2024
Q: In the midst of portfolio rebalancing for the coming year and have another question with regard to composition. I've been reading your comments around the positive prospects for tech in 2024 and want to overweight that sector. I am currently at 18% tech (NVDA, MSFT, LMN). But I also hold GOOG (technically Communications) at 5.46% and AMZN (technically Consumer Cyclical) at 7.39%. Within the context of an alpha-balanced portfolio, would you recommend increasing my tech holdings further, or do you believe I am sufficiently weighted in this sector given my additional holdings in AMZN and GOOG? Thank you.
Read Answer Asked by Maureen on January 19, 2024
Q: The two least profitable stocks in my entire portfolio are SIS (up an anemic 6% after two years) and PBH (up 10% in the same time period). I'd like to replace both with something growthier - but here's the catch - I want similar dividends (+/- 1%) and I want Canadian replacements in the same sector. My only other Consumer Defensive is COST. Current industrials are WSP, HPS.A, J, and TFII. I would welcome your speculation on how SIS and PBH are likely to grow this year...and what potential replacements might be. Thank you.
Read Answer Asked by Maureen on January 19, 2024
Q: Hello, I need to reduce my financials and beef up my industrials and materials. I own TD, RY and SLF, and will trim reluctantly as they have all done well for me over the years. I already have TFII, ATS, and NTR. What would you suggest for Industrials and materials. Add to existing or add new companies? As a retired sort, I prefer Canadian stocks eligible for the Dividend Tax Credit but iI am underweight the US so f you have much better US suggestions please advise.
Many thanks
Read Answer Asked by alex on January 19, 2024
Q: Good past performers were TC. FFH. ONEX,CSU, KXS ATD

What do you think of theses next 3 Years. Could you rank your choices Thank You RAK
Read Answer Asked by bob on January 19, 2024
Q: Regarding the question asked by kel today re ranking the sectors can u give a brief rationale for technology industrials utilities financials and healthcare
Read Answer Asked by Indra on January 18, 2024
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
Read Answer Asked by Jeffrey on January 18, 2024
Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.
Read Answer Asked by Thomas on January 18, 2024
Q: Trying to gauge potential runway for growth. Particularly market cap proxies. Are there any comparables that make sense. Do you see this eventually in time exceeding its all time highs? Are you buyers at todays price.
Read Answer Asked by Chris on January 17, 2024
Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?
Read Answer Asked by Peter on January 17, 2024
Q: Greetings 5i,
I am looking to lower my exposure to financials and raise that of consumer staples. This does not have to be done but should result in better diversification.
Would a switch from BAM to NWC, purely for better diversification, be advisable? I note the slightly better yield on NWC.
Thanks as always
Read Answer Asked by Steve on January 16, 2024
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