Q: For US financials you have been positive (recommended) both MS and JPM in responses to recent questions. Based on long term safety, valuation and growth potential which of these companies would you buy today? Are they sufficiently different to split the position between them?
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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.
- Walgreens Boots Alliance Inc. (WBA)
- Chevron Corporation (CVX)
- JPMorgan Chase & Co. (JPM)
- KeyCorp (KEY)
- Pfizer Inc. (PFE)
- GSK plc American Depositary Shares (Each representing two) (GSK)
- Lazard Inc. (LAZ)
Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Nasdaq Inc. (NDAQ)
- CVS Health Corporation (CVS)
- Home Depot Inc. (The) (HD)
- JPMorgan Chase & Co. (JPM)
- Procter & Gamble Company (The) (PG)
- Thermo Fisher Scientific Inc (TMO)
- Visa Inc. (V)
- Walmart Inc. (WMT)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
- Costco Wholesale Corporation (COST)
- Bank of America Corporation (BAC)
- JPMorgan Chase & Co. (JPM)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Manulife Financial Corporation (MFC)
- Canadian Imperial Bank Of Commerce (CM)
- Dollarama Inc. (DOL)
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks
thanks
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- Goldman Sachs Group Inc. (The) (GS)
- JPMorgan Chase & Co. (JPM)
- Morgan Stanley (MS)
Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?
Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.
Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.
- Walgreens Boots Alliance Inc. (WBA)
- Chevron Corporation (CVX)
- JPMorgan Chase & Co. (JPM)
- KeyCorp (KEY)
- Pfizer Inc. (PFE)
- GSK plc American Depositary Shares (Each representing two) (GSK)
- Lazard Inc. (LAZ)
Q: Hi
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of America Corporation (BAC)
- JPMorgan Chase & Co. (JPM)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hello,
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Can you please provide your highest conviction names in the US and Canada?
Thanks!
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Canadian National Railway Company (CNR)
- Fortis Inc. (FTS)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
- Boyd Group Services Inc. (BYD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- Digital Turbine Inc. (APPS)
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.
Thank you for helpful service.
Cyril
Thank you for helpful service.
Cyril
Q: I own JP Morgan but isn’t doing much what would you recommend switching it with
- Costco Wholesale Corporation (COST)
- AbbVie Inc. (ABBV)
- Home Depot Inc. (The) (HD)
- JPMorgan Chase & Co. (JPM)
- McDonald's Corporation (MCD)
- Realty Income Corporation (O)
- Prologis Inc. (PLD)
- Public Storage (PSA)
Q: Good morning. I am looking to add a new US dividend growth stock to my RRSP. My top contenders are Costco, Home Depot and McDonald's. What would be your top choice today? Do you have any better suggestions (stocks or REIT's)? Thank you.
Kim
Kim
- AbbVie Inc. (ABBV)
- Home Depot Inc. (The) (HD)
- JPMorgan Chase & Co. (JPM)
- 3M Company (MMM)
- Realty Income Corporation (O)
- Verizon Communications Inc. (VZ)
Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Freeport-McMoRan Inc. (FCX)
- Hess Corporation (HES)
- JPMorgan Chase & Co. (JPM)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- CrowdStrike Holdings Inc. (CRWD)
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?
Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Walmart Inc. (WMT)
- EPAM Systems Inc. (EPAM)
- Revolve Group Inc. Class A (RVLV)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- eXp World Holdings Inc. (EXPI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi team,
For new money what are your top names?
And which names are you watching closely to buy in another 10%?
For new money what are your top names?
And which names are you watching closely to buy in another 10%?
Q: MS has been dropping the past few days, likely with the market in general and geopolitical reasons but perhaps also due to news that the SEC and DOJ are investigating the business on block trading. Given this disclosure, would you suggesting moving out of the position (even at this depressed price) into another such as JPM that does not have this similar SEC risk? Or, could this even be an opportunity to build on the MS position?
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Home Depot Inc. (The) (HD)
- JPMorgan Chase & Co. (JPM)
- Visa Inc. (V)
- Walmart Inc. (WMT)
- Bank of Nova Scotia (The) (BNS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- The Trade Desk Inc. (TTD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?
- JPMorgan Chase & Co. (JPM)
- Morgan Stanley (MS)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
Q: Would you please rank your top 4 Banks for 3 year hold
Q: Can you tell me if Blackrock or JPM have a crypto fund/etf? I believe it has been in the works but cannot find a ticker
Q: Good morning 5i
In a response concerning selling call options awhile ago you said that you try to avoid stocks with dividends. I can understand how it adds another layer of difficulty, i am wondering if one checks that the ex-dividend date doesn’t fall sometime before the expirary date of the option, that you would likely be ok. For instance, i have call options on jpmorgan expiring on Feb 18. But i checked that the ex- dividend date doesn’t fall beforehand. It is Ex-Div Date
2022-01-05. Should most of the danger be avoided in such a scenario?
In a response concerning selling call options awhile ago you said that you try to avoid stocks with dividends. I can understand how it adds another layer of difficulty, i am wondering if one checks that the ex-dividend date doesn’t fall sometime before the expirary date of the option, that you would likely be ok. For instance, i have call options on jpmorgan expiring on Feb 18. But i checked that the ex- dividend date doesn’t fall beforehand. It is Ex-Div Date
2022-01-05. Should most of the danger be avoided in such a scenario?