Investment Q&A

Q: I need to rebalance and would like your top 3 recommendations in both Health Care and Consumer Defensive. It’s for a ten year investment window. Thnks

Q: Looking to buy Costco. In order of priority would you recommend it be from an open cash account, TFSA or RRSP. I have room to manoeuvre in my cash account but would have to do some selling in the other two accounts to initiate the purchase.

Q: Could you please give 4-5 U.S. stocks that you would consider a core holding and advise why you like them.
Thank you
Margaret

Q: I have some USD funds to invest. I would appreciate your best suggestions for 3-4 medium or large companies to keep for a long time (with or without dividends, sector not important).

Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.

Q: Could your top 5 canadian and 5 (or less if you don’t have 5) US company for dividend growth.

For a 10 year holding
Any sector
No minimum current yield

Q: Can I please have your opinion and thoughts on Costco's recently announced earnings and is it a good stock to continue holding? Thank You.

Q: I have a small US account and am looking to add a couple of companies to it. I realize that you do not provide extensive coverage of US stocks but would it be possible to recommend a few small to mid cap growth companies with a one to three year time horizon. Sector and volatility are not factors. Thanks.

Q: I've been shopping at Costco for 20 years but never bought the stock, stupid me. Watching the news and seeing they have opened a store in China and the huge demand there. It appears Costco may have a long runway for growth in China and Internationally. With the run up in price lately, would you start a position now?

Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim

Q: Thinking of adding either COST or WMT to our portfolio. Would appreciate your opinion as to which would be the better choice.
Thanks for your support and have a great weekend.

Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

Q: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave

Q: Hello Folks:
We have held Costco in our U.S. equity portfolio for several years (approx 3% of our portfolio). As It has done very well we are considering increasing our position a few percentage points. At it's current high value do you deem this a worthwhile bet. We will likely raise the money by reducing our position in Bank of America; we also hold a 5% position in J.P. Morgan. As long time Chevron investors we could alternately reduce this position for more Costco. Thanks for your fabulous service.
brian

Q: Could you give me 3-5 US companies (any sector) you would consider good buys at this time? Thanks

Q: Thank you for your terrific website. I need to add funds for my U.S. non registered account. I presently have IWD, DVY and SPY.
How would you compare the performance and outlook for the above funds? 5 year minimal hold.

Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,

Q: Love the business. Can you please comment on the valuation and whether this is a good time to enter into the stock and whether this would be considered a defensive stock. Thx

Q: My records indicate that Costco paid 3 special dividends totaling $19 US a share between 2012 and 2017 in addition to the regular quarterly. Can you tell me the circumstances of these specials and would you expect specials to continue in future?

Q: Hi. I own 2 US stocks, Pfizer and J&J. Have become overweight in J&J so will have some US funds to deploy. I am retired and am a dividend investor with minimum risk. I read with interest your answer to Keith that Verizon and Telus about the same and JPM and Royal Bank similar. You indicated best to invest in areas in the US like Industrials, Tech or large consumer stocks. Appreciate what stocks you recommend in these areas as well as your thoughts on Verizon.

Wayne