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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: How would you rank these? What is their free cash flow if any? Please advise whether they are buy, hold or sell rating..
Read Answer Asked by David on September 05, 2023
Q: I have very little exposure to Consumer Cyclicals
in my portfolio. I am considering taking a small position (say 2-3%) in Cdn Tire - it has a 4% dividend and some analysts seem to like it. Question - is now a good time to being taking a position in consumer cyclicals and what are your thoughts on CTC. Are there better options?
Read Answer Asked by Ronald on February 21, 2023
Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on April 25, 2022
Q: Performance of these two has been vastly different this year with the common up 54% and the A shares 8%. There was an event in early Nov. that caused the common to leap, what was it? As far as I know the A's have a coattail provision, a rumoured takeover causing shares to surge some years ago also. What is your outlook for this pair going forward?
Read Answer Asked by Jeff on December 17, 2021
Q: HI Peter and Staff
Your top picks in consumer cyclical have been pretty consistent, ATZ,LNF,GOOS,DOO,MG.......last week you had DOL included. I have all of the ones listed in my basket , I also have CTC.A and it has been good to me though most of the gains were a few years ago. I did have DOL until I sold it a few months back a week or so before I had a run of course.....Can you please give me your thesis on whether a swap from CTC.A to DOL is suggested if taxes are triggered of CTC.A sale.....I am up 77%.....Alternatively ( please charge credits as you see fit), I have sold many losers to see them run back up....should I take my lumps on REAL and replace with DOL?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 04, 2021
Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?
Read Answer Asked by Stefan on April 29, 2021
Q: For an Income balance portfolio which stocks and/or EFT would you recommended for Consumer cyclical and Consumer discretionary sectors? Preferably with some dividend to keep the desired Income Portfolio as a goal. As to my last question I also ask you for recommendations for an Income Balanced Portfolio for stocks and/or EFT in a Consumer Defensive sector.
Thank you,
Thank you.
Miroslaw
Read Answer Asked by Miroslaw on February 11, 2021
Q: Good day,
I hold BEP.UN;BEPC;BBU;CCL.B;ENB;EMA;H;FTS;CTC; and BAM in a non registered account and thanks to you I have done very well following your Q & A and portfolios. I am down 43% in SU; down 23% in CPD; down 16% in IPL and 6% in POW. Would you add to the winners? Add to the temporary losers or ADD new ones. After today, am tempted to add to SU for sure. Have RRIF and TFSA with pretty balanced sectors. Overall, Overweight in Utilities, Financials and okay with that. Many thanks, Paul
Read Answer Asked by Paul on November 16, 2020
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