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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: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK
Read Answer Asked by bob on April 08, 2024
Q: What would you consider to be the 5 best investments for a TFSA in 2024?
Read Answer Asked by shirley on April 08, 2024
Q: A number of these companies have done very well recently while others have not. Could you rate these as Buy/Hold/Sell and for those you consider a buy, could you provide what you feel is a good entry point.

Thank you
Tim
Read Answer Asked by Timothy on April 05, 2024
Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.

Thank you
Read Answer Asked by Yves on April 01, 2024
Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.
Read Answer Asked by Chris on March 28, 2024
Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.
Read Answer Asked by Chris on March 28, 2024
Q: Good Morning,

I hold KXS in my TFSA. My goal is to maximize growth in the account. Would you endorse a switch to one of the above names. Which would be your current two favourites in the group?

Thanks,
Janet
Read Answer Asked by Janet on March 26, 2024
Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.


Read Answer Asked by Maureen on March 22, 2024
Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?
Read Answer Asked by Kim on March 22, 2024
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