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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: On further weakness, I will be looking to initiate a position in a solid lower BETA growth stock in US. The sort of steady Eddy for the long haul, like BCE in Canada. Would D fit that bill, or would you have any better suggestion?
Thanks
Read Answer Asked by Daniel on February 12, 2018
Q: Looking to add a US financial. I already own MFC, RY, TD, BNS, JPM. I'm looking for a 6-7% total return so I don't really need to get too aggressive. Was thinking about GS. Any other recommendations that would fit my criteria? Thanks
Read Answer Asked by Richard on February 09, 2018
Q: Hi 5i: I'm still considering a purchase of AFLAC. The news regarding employee complaints seems no worse, though a few legal firms have made it a point of announcing that they are investigating. Re its quarterly report, I find it hard to decide how well it's doing given the tax effects and yen currency effects. What is your assessment? Do you think it's buyable yet?
Read Answer Asked by Roland on February 07, 2018
Q: From BMO Capital Markets, regarding the cost of borrowing (rising interest rates) and the new US tax bill. "Starting in 2018, companies can only deduct interest expense of up to 30% of its EBITBA. Any amount beyond this, will no longer be deductible. This will tighten further in 2022."
I read this quote, and noted that while you do not cover US Markets, this tax increase on companies in the States, may largely affect some of your members' portfolios. I really don't have a question about it, but thank you again for your guidance in regards to searching for value stocks. Susan
Read Answer Asked by Susan on February 06, 2018
Q: in Dec. I added both ZBK and Bank of America to my portfolio...
with the correction, I am thinking of selling ZBK and adding JP Morgan instead...
the concentration will hopefully provide a greater return ( at less cost )!
appreciate your comments on this strategy ( and if you prefer an alternative U.S. financial instead )
ed in montreal
Read Answer Asked by ed on February 06, 2018
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