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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: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx
Read Answer Asked by blake on September 25, 2023
Q: What are some stocks that could do really well with AI becoming more and more available ?
Read Answer Asked by Ashleigh on September 25, 2023
Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry
Read Answer Asked by Gerry on September 18, 2023
Q: I currently own full positions in BEP.UN and BIP.UN in a diversified dividend income portfolio. I have considered buying BN as well, but am not sure that increasing my Brookfield concentration is warranted. What are your views?
Thanks.

Read Answer Asked by richard on September 14, 2023
Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
Read Answer Asked by Clayton on September 14, 2023
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Read Answer Asked by Martin on August 28, 2023
Q: I have all these names in different on my accounts. I am looking for the best total return (capital gain and dividend).
I think BN represents the best total return opportunity in the next five year.
Is it wise to consolidate into BN now.
Your opinon please
Raouf
Read Answer Asked by Raoul on August 28, 2023
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Read Answer Asked by DAVID on August 21, 2023
Q: Hi,
Answer to Peter’s question on Aug16:
“ For example, last year BN shareholders got 0.25 BAM shares for each BN share, and that is worth $11.50+ per share. “ What? My BAM shares were split Dec22 in “new-BAM” and BN . I'm confused ...
Read Answer Asked by Denise on August 17, 2023
Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!
Read Answer Asked by Richard on August 14, 2023
Q: My son is interested in investing $30k in TFSA in four canadian dividend paying stocks with some growth, in different sectors. Which stocks would you purchase today? Thanks very much
Read Answer Asked by Terry on August 01, 2023
Q: Good Morning,

Retired income investor. Large position in BN with very low yield but growth potential.. Wondering if you thought it would be a good move to sell BN and buy BIPC, BEPC and BAM or any other suggestions. Have some of each already. Don’t need the money but this would improve cash flow which could be used to purchase more equities.
Read Answer Asked by Dave on July 30, 2023
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