Q: I was considering adding Walmart or Costco to my RRSP account. Would greatly appreciate your comments. Thanks so much.
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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: Hi,
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Starbucks Corporation (SBUX)
- AbbVie Inc. (ABBV)
- Alteryx Inc. Class A (AYX)
Q: Could you recommend five US in five Canadian stocks to buy on the dip. Thanks
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Dollar General Corporation (DG)
- Walmart Inc. (WMT)
- JD.com Inc. (JD)
Q: Please, your views on rth-q. VanEck Vectors Retail ETF ? What would you rather buy now in consumer cyclicals ?
Gratefully,
Jacques IDS
Gratefully,
Jacques IDS
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
- Atlassian Corporation (TEAM)
Q: This question is about diversification and percentage of stocks vs ETFs. In my overall portfolio (combined tfsa, rrsp, and non-registered), I have roughly 37% VFV/ZSP, and the rest fairly equally weighted across ENB, KXS, SHOP, VGH, AQN, BEP.UN/C, BIP.UN/C, BNS, CPX, GDI, NVDA, RY, TEAM, VGG, TRP, BAM.A. I'm in my mid 30s and have a long time frame, but would prefer to position for short term performance as much as possible. So, with some cash to allocate, can you please recommend a couple US and CAN stocks to add to this mix (or recommend just adding to what I hold)? Also, given your recent market update on covid vs sector performance, what would you do with the VFV/ZSP allocation? I am open to moving that allocation to stocks instead of an ETF, and am wondering if I should take that path, and how best to position there given the big tech names/top holdings in the ETFs, vs some holdings across sectors that are currently down. Thanks!
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- Starbucks Corporation (SBUX)
- AbbVie Inc. (ABBV)
- Procter & Gamble Company (The) (PG)
- Verizon Communications Inc. (VZ)
- Veeva Systems Inc. Class A (VEEV)
- Jacobs Solutions Inc. (J)
Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?
- Costco Wholesale Corporation (COST)
- American Tower Corporation (REIT) (AMT)
- Prologis Inc. (PLD)
- Walmart Inc. (WMT)
- Franco-Nevada Corporation (FNV)
- Alimentation Couche-Tard Inc. (ATD)
- Real Matters Inc. (REAL)
Q: If one anticipates a significant pick up in inflation due to all the extra costs related to Covid-19, what are the sectors likely to benefit? Could you give 3-4 suggestions for Can and US companies which would be expected to do well in that scenario? Thank you for your great insights?
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Paychex Inc. (PAYX)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- T-Mobile US Inc. (TMUS)
Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
- Biogen Inc. (BIIB)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Garmin Ltd. (Switzerland) (GRMN)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Caterpillar Inc. (CAT)
- FedEx Corporation (FDX)
- Verizon Communications Inc. (VZ)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- DocuSign Inc. (DOCU)
Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX
RAK
RAK
Q: A fund manager on BNN gave these as top picks. i got the sense he knew what he was talking .please comment on ASML.in some detail
Also Costco briefly
Also Costco briefly
- Costco Wholesale Corporation (COST)
- Walmart Inc. (WMT)
- Nautilus Minerals Inc. (NUS)
- Casella Waste Systems Inc. (CWST)
- Natural Grocers by Vitamin Cottage Inc. (NGVC)
Q: Hi !
In the US consumer staples sector, which stocks do you see as strong potential growth ? And, any views on Casella Waste (cwst-q), Nu Skin Enterprise (nus-n) and National Grocer (ngvc-n) ?
Please deduct credits as you see fit.
Gratefully,
Jacques IDS
In the US consumer staples sector, which stocks do you see as strong potential growth ? And, any views on Casella Waste (cwst-q), Nu Skin Enterprise (nus-n) and National Grocer (ngvc-n) ?
Please deduct credits as you see fit.
Gratefully,
Jacques IDS
- Costco Wholesale Corporation (COST)
- Procter & Gamble Company (The) (PG)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Alteryx Inc. Class A (AYX)
Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.
Thanks, Mike
Thanks, Mike
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Merck & Company Inc. (MRK)
- T-Mobile US Inc. (TMUS)
- RTX Corporation (RTX)
Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- AbbVie Inc. (ABBV)
- Verizon Communications Inc. (VZ)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- DocuSign Inc. (DOCU)
Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance
- Costco Wholesale Corporation (COST)
- Dollar Tree Inc. (DLTR)
- Dollar General Corporation (DG)
- Burlington Stores Inc. (BURL)
Q: Hi,
I'm looking for a long term hold. Can you pick your two favourites, or, if you have alternatives you prefer, please suggest them.
I'm looking for a long term hold. Can you pick your two favourites, or, if you have alternatives you prefer, please suggest them.
- Costco Wholesale Corporation (COST)
- Gilead Sciences Inc. (GILD)
- QUALCOMM Incorporated (QCOM)
- JPMorgan Chase & Co. (JPM)
- Kinder Morgan Inc. (KMI)
- McDonald's Corporation (MCD)
- Pfizer Inc. (PFE)
- Procter & Gamble Company (The) (PG)
- Verizon Communications Inc. (VZ)
- Cencora Inc. (COR)
Q: I raised a fair bit of cash in my RIF as the Covid madness marched on. I think I would like to buy USDollars with probably 1/2 the cash and buy some US dividend paying stocks. I need the income and I’m very concerned that this current government is going to cripple ( if not destroy) our economy..
I’m looking at stocks like Verizon, but what would you suggest?
Thanks for the great work!
Bob
I’m looking at stocks like Verizon, but what would you suggest?
Thanks for the great work!
Bob
Q: SBUX is about 4.8% of my portfolio. Would you consider switching it to something else, say Costco maybe?
Thanks.
Thanks.
- Park Lawn Corporation (PLC)
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Starbucks Corporation (SBUX)
- The Walt Disney Company (DIS)
- JPMorgan Chase & Co. (JPM)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Atlassian Corporation (TEAM)
- Mawer Balanced Fund Series A (MAW104)
- Real Matters Inc. (REAL)
- Vanguard Balanced ETF Portfolio (VBAL)
- iShares Core Balanced ETF Portfolio (XBAL)
- Mawer Global Balanced Fund Series A (MAW130)
- BMO Balanced ETF (ZBAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: Good morning,
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF
Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.
I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF
Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.
I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco
- Costco Wholesale Corporation (COST)
- Gilead Sciences Inc. (GILD)
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- JPMorgan Chase & Co. (JPM)
- Verizon Communications Inc. (VZ)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Metro Inc. (MRU)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- ATS Corporation (ATS)
- Knight Therapeutics Inc. (GUD)
- T-Mobile US Inc. (TMUS)
- RTX Corporation (RTX)
Q: Hi Peter, Ryan, and Team,
Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?
Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.
Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?
Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Starbucks Corporation (SBUX)
- Pfizer Inc. (PFE)
- Verizon Communications Inc. (VZ)
- RTX Corporation (RTX)
Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.