Investment Q&A

Q: I originally purchased this stock reluctantly on the advice of my (then) advisor. I've never been a fan, as they seem to bounce from one crisis to another and have been stuck in a trading range until the recent hiring of Mr. Doyle; the trading range so far appears just slightly higher. There seems to be lot of investment advisor/analyst support at odds with my view. I am rethinking this position in my portfolio now I've no advisor, and am trying to decide if this one is worth keeping in my Consumer Cyclical group (currently underrepresented overall). I am interested in growth with this stock more than the dividend. Would appreciate your thoughts as it resides in your Income Portfolio. If not QSR then what is a plan B in this sector? Thanks very much.

Q: Please, advice me which stocks are the best for this year for reinvesting position on tfsa acc, 20,000 $ ?
Or may be some others?
Thank you

Q: Looking to add a name from your income portfolio. Which of ACO, H, QSR and AEM would be your favorite to add right now. Longterm hold in my unregistered account.

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Q: What are your top 4-5 stock picks for 2023 growth and/or inflation protection ?

Q: Which of these two do you prefer and please explain why. Long term holder. Thanks al

Q: A good entry point for QSR? How can the addition of someone from Dominos help with the next leg of growth?

Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal

Q: What are a few non-tech, non-financial stocks that you are high on right now?

Q: Hi Team,
Since it's near year end, I was wondering if you could list me some of your TOP PICK ideas for a 2023 TFSA contribution. I am looking for long term hold ideas. Thanks

Shane.

Q: Want to start a new position. Which do you prefer, QSR.CA or PBH.CA? What would be a good entry point for your choice? Thank you

Q: I've read recently that digitalization has transformed MCD, and vastly improved margins in the process. I've also been reading how in general, robotics and automation is starting to get a toe-hold in some fast food restaurants.

This is asking a bit about looking into your crystal ball but do you see some similar positive transformation in either QSR and / or AW.UN in the future ?

I've also noticed that in recent responses to questions that you see value in these two names. I think QSR's P/E is about 21 which seems a bit on the high side. Is it ?

How well do companies like this do in a recession? One would think people would not have the extra cash to go eat at restaurants in that environment.

Q: Sold QSR for profit. Would you re-buy at the current price? This is in a diversified RRSP portfolio.

Thank you

Q: Hi,

In considering my transfer from a Cash account to a TFSA for 2023, what 6 stocks would you prefer to have in a TFSA that are held in the income portfolio?

Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.

Q: Hello Peter & team,

Please provide your opinion on your choice for a defensive stock or ETF paying a good dividend - one for C$ & U$ please.

thanks for all you do

gm

Q: what is the reason that this stock is going up in the past week or so?
would it be a hold or add or take some profits?
thanks

Q: I'm looking for high quality dividend growers, like TD as an example

Q: Please provide your top five Canadian and top five U.S companies that you consider to have superior pricing power. Thanks

Q: With most stocks drifting lower, can you find and name a few stocks you like with good upward momentum? Doesn't matter of size/sector. Thanks.