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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: Hello, I am looking at making some adjustments to my portfolio over the next few months as I am concerned about the possibility of the next recession perhaps coming by the end of 2019 or early 2020. I would appreciate your recommendations for some defensive stocks which would weather a recession without too big of a drop. I already hold ENB, FTS, BNS and TD which I intend to keep but am looking to replace some of my other stocks with more defensive names.
thanks for your advice.
Paula
Read Answer Asked by Paula on January 28, 2019
Q: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.
Read Answer Asked by M.S. on January 14, 2019
Q: Hi,

I'm looking for two good dividend payers, with some growth, and minimal volatility over the next 2 years. If they perform, I'd prefer to hold them long term. What to do you recommend and why? I already own AQN. If theres a better choice I haven't mentioned, pease do.
Read Answer Asked by Graeme on January 11, 2019
Q: Please recommend one of the financial companies to be added in my portfolio.
Read Answer Asked by Dev on January 09, 2019
Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.
Read Answer Asked by Simon on January 03, 2019
Q: Hi, I have a pile of different rate reset preferred shares that have done nothing but lose value, and I am considering ditching some of them and buying bank stocks. Of the choices between the big five Canadian banks which ones would you favour the most, I am looking for steady dividend payers that could go up in value. .........thanks Joseph.
Read Answer Asked by Joseph on November 29, 2018
Q: I think that 3 more increases in interest rates are expected by end of 2019. You commented recently that one of these banks stock dropped due to bad loans. Is the info on bad loans available in the QLY rpts or elsewhere? I understood that the banks generally do well in rising interest rates but will this be offset by fewer mortgages?
Thanks
Read Answer Asked by TOM on November 23, 2018
Q: I have a 10% position in TD and a 2.5% position in BNS. Would you reduce the TD position and use the proceeds to bring BNS up to 5% or just add to BNS using the 25% cash position in the account? In addition, I have 5% positions in V and BAC. Over exposed to financials period? I am a retired conservative investor who would ideally prefer to have good dividend with some growth. I have substantial gains in all financials mentioned.

Thank you for your great service.

Tom
Read Answer Asked by Tom on November 22, 2018
Q: HI there: I am still in comfortable profit margin from investments in the three stocks above. I wonder what you think about taking profits (now 20 % lower for Apple) now and holding some money on the side, or is buying on this dip a good idea. Especially re Apple.
Read Answer Asked by Marjorie on November 21, 2018
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