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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: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.
Read Answer Asked by Dr Lorraine on August 24, 2022
Q: Hi 5i, I’m going to be selling out of the money covered calls in my US/Canadian RRSP accounts. Now my understanding is the Canadian option market in not very liquid so should I journal over my Canadian banks, pipelines, Telecom, Utilities (big companies) to the US RRSP account? Also I imagine I’m looking to write covered calls on on big stable companies do REITs make sense. Can you rank the best sector’s and maybe some companies that make sense. Your help is appreciated.
Read Answer Asked by Mark on August 24, 2022
Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!
Read Answer Asked by Robert on August 24, 2022
Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
Read Answer Asked by jeff on August 23, 2022
Q: Retired, dividend-income investor. I'm just trying to figure out where we are at in this investment cycle. In my opinion we appear to have bottomed and are now starting to see equities on the rise...but then again, it might be a head fake, bear market rally. Time will tell. Then we face the potential recession predictions...soft landing...hard landing?

So, forget all of the investment jargon for a moment and assume we have either bottomed or do indeed retest that bottom and then resume the rise in equities. Then what happens after that, when some kind of a recession possibly hits us. What do equities do? If recessions are usually short lived and markets are looking ahead 6-12 months, what then? Do equities sell off or...?

I am normally an extreme buy-and-hold investor who sets his long term asset allocation and follows it, with very little cash on hand...maybe 2-3%. I will probably do absolutely nothing with however you answer...just trying to understand the market dynamics. Or, there is the chance I might raise my cash up to 5% at the most, but that is market timing. AND, the investment cash usually burns a hole in my pocket and I historically reinvest into some falling knives. So...I usually just watch the action and do nothing besides some minor trims-adds to my core positions to maintain my target asset allocation.

Sorry for the ramble. What's your crystal ball say for the next year or so?
Thanks for your help...much appreciated...Steve
Read Answer Asked by Stephen on August 23, 2022
Q: I would appreciate your comments on the 2nd q results. The company is small, but it has been around for a long time, so management know their business. For those who like to invest in small profitable,
well financed companies with big growth prospects, this one sounds promising.
Read Answer Asked by Murray on August 23, 2022
Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?
Read Answer Asked by Harry on August 23, 2022
Q: Good morning!

I wonder if you could provide the names of 2 or 3 investment or financial advisors that fit the following situation.

I am currently helping another person deal with how to invest their funds after sale of an unneeded property, and plan on helping them find an advisor so that I am not permanently responsible for their financial results. They are financially inexperienced.
In my ideal scenario, it fits the following criteria:
1) Large company: I.E. a bank or such, which helps in my mind to essentially eliminate any possibility of some lone wolf absconding with the dollars.
2) Charging by the hour, not the usual 1% or so the portfolio value (will be high 6 figures).
3) Doesn't push mutual funds, and will be OK with blue-chip dividend payers.
4) Can perform the necessary trades when rebalancing has to happen.
5) Can spot basic tax implications.

I am thinking also that I might recommend something for them along the lines of your income portfolio, or maybe Beat the TSX, or the dividend aristocrats ... basically something they don't have to think about and that will let them sleep in peace.
Your comments are appreciated! Please feel free to take more credits, as I realize this may be asking a tad more than usual!
Thanks!
Paul

that makes it unlikely thfee only but who can do trades in equities for a blue-chip
Read Answer Asked by Paul on August 23, 2022
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