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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: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: Can you please describe how you approach "swaps" in a portfolio? By that I mean swapping out one company for a very similar company in the same industry. You did this somewhat recently in removing Sun Life from the BE portfolio for Intact. (In that case I recall it was due to a better growth profile.)

My general sense is you have liked CNQ better than SU for a while now, for example. And TD better than BNS. Feel free to correct if this is not how you see it.

Appreciate there is a benefit to a certain amount of stability in the portfolio, so you won't bouncing stocks out every time the wind changes. But I'd interested in your thoughts on how you think of this aspect of portfolio construction. For example, in what circumstances might precipitate a swap in these or other cases? When would you hold still even if you like an alternative stock slightly better?

Thanks very much.
Read Answer Asked by Chris on March 07, 2025
Q: Hello,

I hold BNS:CA for dividends. It has been dropping in price recently and I am looking to add to my position. I seem to remember it is a long term favourite within the bank stocks. Given the current Canadian and global "uneasieness", would your opinion change or would shift to TD:CA or XXX:CA (a bank) be in order. I have read the recent Q/A re: BNS:CA in the database,
Read Answer Asked by Jim on March 06, 2025
Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks
Read Answer Asked by Teddy on March 04, 2025
Q: On the Balanced Portfolio, which stocks would you initiate positions in, given current risks and prices?
Read Answer Asked by kevin on February 26, 2025
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.

Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?

Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?

Thank You

Read Answer Asked by rajeev on February 20, 2025
Q: I own TOU and TPZ and like them both for long term holds. TOU was recently added to the 5i income portfolio. Why go with TOU as apposed to TPZ, which is more of an income structured investment. Do you feel that TOU will offer a better total long term return both with respect to their dividend and capital appreciation?

Thanks.
Read Answer Asked by Joel on February 19, 2025
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