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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: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy
Read Answer Asked by Dorothy on January 06, 2026
Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.
Read Answer Asked by Dona on October 09, 2025
Q: A follow up to Mark's question on Oct 2nd regarding buying the Canadian Big Banks, you mentioned that you would not need to buy the banks in a portfolio. Can you elaborate and explain the thought process. Also how would you allocate a portfolio in terms of weighting in such a scenario.
Read Answer Asked by Frank on October 02, 2025
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again
Read Answer Asked by DAVID on October 01, 2025
Q: Hi, I own RY shares in both Cdn and USD, and see that the USD tends to lag the Cdn by a little. Is that due to conversion, or just the RY stock doesn't have as much momentum in the US? Not a big thing, just curious - and I figured you'd have the answer - as you always do! Thanks!
D
Read Answer Asked by Dawn on October 01, 2025
Q: Not that I'm complaining, but what is with Canadian bank stocks in the last six months? I'm used to slow, plodding stocks, and they are rivalling Google for momentum. All of them are up from 23%-38% in the last six months with no sign of a slowdown. It's not like we have a booming economy.
Read Answer Asked by John on September 22, 2025
Q: The dynamic of how business operates in the US has continued to change and there are now new creative
few structures being charged for international
business, most notably this week to American chip manufacturers for exporting to China. To what degree do you see potential for Canadian companies to be hamstrung for US operations in new creative ‘pay-to-play’ ways? It seems increasingly possible that anything is possible, especially where it doesn’t directly impact the US voter base.
Read Answer Asked by Peter on August 21, 2025
Q: RBC makes up 25% of my equity holdings. I have a profit of 42%. Based on my purchase price I am receiving a 5% yield. Several months ago I reduced RY holdings by 20% due to gains. If it were you, at what % would you be comfortable?

Thanks for all your help,

Mike
Read Answer Asked by Michael on August 08, 2025
Q: I am looking for a position in my income portfolio and would like to choose from CPX, CM and TD.
It would seem that Canada is heading into a recession and that would affect the bank earnings, more significantly CIBC than the others.
CPX on the other hand has missed earnings, maintained guidance and has dropped and likely to recover?
Which one would you choose to add?
Regards
Rajiv
Read Answer Asked by Rajiv on August 05, 2025
Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.
Read Answer Asked by Dale on July 08, 2025
Q: hi group light on both Canadian and Us banks. what ETFs in Canada and the US make most sense in the present environment or should i go with induvial names like JPM in US and RY in Canada IFC and EQB are also attractive . Also is UNH a screaming buy or should i wait for the dust to settle
Read Answer Asked by Terence on May 21, 2025
Q: Hi, I'm looking for a financial company with a significant dividend (above 3%) for a long term stable hold with some growth. I already own MS, JPM, XLF, and RY (CDN). Which of my choices (ING, HSBC, RY (US), LYG, NWG would you choose? Do you have any better alternatives?
Read Answer Asked by Graeme on May 16, 2025
Q: Hi group am short on healthcare and financials'.

Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?

Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help
Read Answer Asked by Terence on May 05, 2025
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
Read Answer Asked by Chris on April 23, 2025
Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio
Read Answer Asked by Terence on March 14, 2025
Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this
Read Answer Asked by Terence on March 12, 2025
Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!
Read Answer Asked by Kim on February 25, 2025
Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help
Read Answer Asked by Terence on February 21, 2025
Q: I have all these stocks in my RIFF and they are all up since purchase. I have $75.00 in my RIFF, would you add a new stock, what would you suggest?
Thanks for your help.
Dorothy
Read Answer Asked by Dorothy on September 11, 2024
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