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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: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark
Read Answer Asked by Mark on August 18, 2021
Q: Hi group I am light on Health care + Manufacturing stocks what are your top 3 recommendations in both stocks / ETFs and why Thanks for your guidance
Read Answer Asked by Terence on August 11, 2021
Q: Good evening,

I’m looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). I’d like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. I’m wondering what 3 additions you’d pick at this time, either from my list above or others that I may have missed? I’m also wondering whether I should add to XBC at this point?

Thank you for great this service!

Lisa
Read Answer Asked by Lisa on July 09, 2021
Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom
Read Answer Asked by Tom on June 24, 2021
Q: Please provide me with your top US picks based on the current market environment.

Thank you

Donna
Read Answer Asked by Donna on June 21, 2021
Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David
Read Answer Asked by david on June 16, 2021
Q: I was hoping you could go sector by sector and suggest some companies in both Canada and the USA which you think will attract investor interest partly because of their ESG-friendly tilt.

As one analyst explained, there are commodity producers whose costs will be reduced thanks to ESG-related government grants, thereby boosting profitability. Wondering what you make of that and if you can suggest any examples. Thanks.
Read Answer Asked by Brian on June 09, 2021
Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim
Read Answer Asked by jim on June 07, 2021
Q: The Finance section of the current issue of the Economist magazine has an interesting article on surging capex investment. I would appreciate your observations and suggestions on how to play the situation.
Read Answer Asked by Ron on June 02, 2021
Q: David Berman published an interesting article on the need for a massive new infrastructure to supply electricity for the green revolution that is forthcoming. A great way to play this is with utility stocks. Do you believe in his theory?....it seems to make sense. Could you comment? And what are a few good stocks that would benefit if this theory plays out as he sees it? Thanks Ron
Read Answer Asked by Ronald on May 26, 2021
Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
Read Answer Asked by Shane on May 17, 2021
Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse
Read Answer Asked by Marcel on May 03, 2021
Q: In the U.S. part of my non registered Account I have a small gain on LSCC and am thinking of selling and purchasing one of the other 5 U.S. stocks. Could you rate the 5 options I have listed with your opinion of each (best first). Would you agree with my selling of LSCC and purchasing the best of the 5 options I have listed or should I continue to hang on to LSCC.
Thanks John
Read Answer Asked by John on May 03, 2021
Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Read Answer Asked by Brian on April 07, 2021
Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!
Read Answer Asked by Sigrid on March 25, 2021
Q: I have 5 companies that I have been watching and researching for awhile. I would like to narrow it down to 2. Could you give me an opinion on each and whether they can keep up the positive movement in the future? What does their their debt and future growth look like? Could you please rank them with the best first.
As always thank you for your most helpful guidance.
.
Read Answer Asked by John on March 24, 2021
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