Investment Q&A

Q: I am retired and would like a recommendation for 10 US and 10 Canadian core stocks. Also one or two ETFs for ex NA exposure.

Thanks

Q: Peter/Ryan would like your opinion of 5 good American stocks for an RRSP. Thanks,

Q: Health seems to now be a preferred sector. What would your top two choices be in this sector ?
Regards, David

Q: Why did this stock drop heavily yesterday? Would you think it is a good time to initiate a long term position now? Thank you!

Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance

Q: Looks like Abbvie is in talks to sell some of their drug lines acquired from Allergen. Can you comment on this and if it is a material impact to their business?

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim

Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?

Art

Q: As of today, what are your top 10 (5 USA, 5 Canadian) dividend yielding company's that you would invest in for a 5 year horizon. Thank you once again

Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord

Q: I hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.

Q: Hi,

No exposure to healthcare. Looking at big cap pharma in the U.S. with attractive dividend. What do you recommend?

Thanks,
Jason

Q: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.

Q: First off: great talk this morning on the Money Show!

Can you comment on ABBV report from this morning. What did you like? Anything that you did not like. Would you recommend adding to a half position?

Thanks you so much for all that you do.

Q: Afternoon. Looking at adding to my TFSA - US - Health stock. Which you be your choices - in order of preference and why? Thanks so much.

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: I have these 2 stocks in my RRSP, each just over 2% weight. I have long standing disappointment with ENB (I am down about 15%). The dividend is impressive but no tax credit with it being in the registered account. I am thinking of selling it and adding to the ABBV. I am well diversified through the rest of my portfolio and am not concerned with reducing by a position. So, questions to you: which of these 2 has better long term potential for overall return? Any concern with going to 4.25 % weight in ABBV? Many thanks for your excellent service.

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: Hi Peter,
Thanks you very much for introducing PLTR on BNN a while ago. It seems to be a winner!
If you appear on BNN now, what would be your top picks (US only)?
Comparing US stocks with Canadian stocks which soon might be listed in US( such as AT.to), do you think these Canadian stocks have some advantage? In another word, should I just pick the top US stocks for retail investor like me?

I really appreciate your opinion!