Investment Q&A

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: Hi,
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!

Q: Hi group assuming a positive outlook for commodities. how would you play the sector do you think the sector will do well moving fwd Thanks for you help

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 am currently over weight in U.S. high tech companies i would like lighten up and invest in some non tech U, S, companies with good growth prospects could you kindly
suggest several companies that i could look at thanx

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: With the US plan to spend $1.9T on infrastructure, what would be your 3 best choices for base metal stocks (Cdn. or US) and 2 ETF's that should benefit well.

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.

Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!