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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: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
Read Answer Asked by Gary on April 24, 2024
Q: I have a 1% weight of AT&T in my portfolio at a 50% loss, held in a non-registered account. I am thinking of selling to take advantage of the tax loss.

Do you see much chance for recovery in the next 6 to 12 months for AT&T, or would you recommend the strategy of selling and seeking a recovery from a higher quality stock?

Thanks.
Read Answer Asked by Robert on April 24, 2024
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Read Answer Asked by Anh on April 23, 2024
Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?
Read Answer Asked by David on April 23, 2024
Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.
Read Answer Asked by Thomas on April 23, 2024
Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.
Read Answer Asked by Stefan on April 22, 2024
Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen
Read Answer Asked by Helen on April 22, 2024
Q: Hi team,

In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.

Please use as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 22, 2024
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Read Answer Asked by Ben on April 22, 2024
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