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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: I have done very well with my Blackstone holding in recent months, having bought it in the high-20s. I still think there is upside to the mid-40s, but toying with the idea of taking some profit (maybe selling 30-50%) and buy Boeing with the proceeds. I think Boeing will figure out the 737, and continue to think it is a worthwhile addition as a core US$ large cap holding. Would be curious to hear your views on both names at this stage. Thank you.
Read Answer Asked by Trevor on May 02, 2019
Q: I need to reduce my tech holdings, especially over the top with SHOP, but not complaining. Would you please give me your best momentum stocks, Canadian or US in any sector other than tech? I can tolerate some risk. Many thanks.
Read Answer Asked by Elaine or Gerry on May 01, 2019
Q: Thank you for your article on Canadian stocks that pay US dividends. A substantial portion of my investments are in US dollar stocks and a US money market fund. Would ZUS.u provide a good alternative to a portion of the money market fund. It pays over 3% but it does seem very large and is relatively new. Can you suggest any other US$ fixed income alternatives?
Read Answer Asked by Ken on April 30, 2019
Q: I recently took profit in my TSFA US holdings. Which 2-3 US companies would be your recommendation?
Read Answer Asked by David on April 30, 2019
Q: Google is a frustrating stock, although I think it is under-rated and continue to have faith in it. But just when it reaches a new high, it pulls back again. Slow and steady seems to be the name of the game with this one. This sell-off seems overdone to me. The miss mostly due to the fine so why would anyone sell? Your thoughts on earnings?
Read Answer Asked by John on April 30, 2019
Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.

I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks
Read Answer Asked by ralph on April 30, 2019
Q: I am looking for investing in one of the cell tower real estate in the USA. I would appreciate to know which one among the following would be better options now.
AMT, CCI, EQIX, DLR, SBAC
Read Answer Asked by Rajendra on April 30, 2019