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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: Hi Team,
I am looking into taking a position (or two or three :) in one or all the following names that have pull back significantly from their all time high to get some exposure in the "agriculture" sector.

Q1- How would you rank these companies in term of stability and appreciation potential for a 3 to 5 years holding period.

Q2 Considering the fact that they are in the same sector, would you consider these companies as complementary or more as proxy to each other?

Thank you!

Michel

Read Answer Asked by Michel on December 19, 2023
Q: Can I get your thoughts on Corteva's fundamentals and expectations for its upcoming report. Currently momentum looks good - New CEO has been in place for a few months and the stock is one of the few performing well in 2022. How does it look for starting a new position at this time? Are there other AG stocks that you would consider?
Read Answer Asked by Daniel on May 05, 2022
Q: I owned Dowdupont and in the spinout of 2019 received shares of DOW, DD and CTVA. I originally purchased the stock with the belief that the spinout would unlock the potential of each entity......ie the sum of the parts was worth more than the whole. So far, after 2 years that thesis has not played out. CTVA (the smallest of the spinouts) has performed well, DOW has been relatively flat and DD (the largest of the spinouts) has been a dog. Can you please comment on each holding and tell me if they were in your portfolio which ones are worth holding, which are best to let go and most importantly why.

Thanks for your guidance and wisdom

Scott
Read Answer Asked by Scott on March 09, 2021
Q: I owned Dow stock before it split into 3 separate companies and now I own shares in all 3. I've kept the shareholders and haven't touched them since the split. Do you prefer one of these companies over any others? I plan to add to this position (which is now 3 stocks instead of one). I am unsure if I should add to all 3, or pick the 'best' one. Can you offer some insight?
Read Answer Asked by Michael on August 25, 2020
Q: Last year Dowdupont spun-off Dow and Corteva. Amounts were allocated to each of the spin-offs as to their immediate value on separation. I received a T5 setting out those valuations as "foreign income". My broker Qtrade left my original cost for the DWDP prior to spin-off as was. Allocating a theoretical cost for the DOW and CTVA shares without reducing the cost of the remaining DWDP shares leaves open an unfair (to Revenue Canada) capital loss upon sale of DWDP. Fair enough, however the response to allocate the DOW and CTVA share values as income seems unfair to the shareholder: as income full tax is payable whereas only 50% of capital gain is fully taxed and has the ability of set-off against losses.
Question Can you advise whether the Qtrade handling is mandatory per Revenue Canada or arbitrary by broker?
Thanks very much.
Read Answer Asked by Mark on April 24, 2020
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
Read Answer Asked by Kim on August 27, 2019