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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: Looking at adding to a smallish position in Stelco, but recently saw an analyst recommend Champion Iron. I view Champion as similar to Stelco, being a high volatility business dependent on the pricing environment (iron ore/steel) of their product. I like STLC's large share buybacks, dividends, solid balance sheet and very cheap p/e multiple. With a major recession looking less likely, which do you prefer and why?
Read Answer Asked by Dan on January 27, 2023
Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,
Read Answer Asked by Stephan on January 27, 2023
Q: Can you tell me what % of the annual revenue of companies in the dow jones industrial average comes from outside the usa? The same question for the s&p 500. Don't need both; so whichever one is more accessable. Thank you
Read Answer Asked by Richard on January 27, 2023
Q: The market has rallied nicely. I have some holdings ,non dividend paying ,that i have struggled with holding on to and have come back nicely Would now be a time to review ones stock holdings,maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?
Read Answer Asked by adam on January 27, 2023
Q: In order, what are your top 4 Canadian utility holdings for growth, moderate risk and dividends >3%? Five-year time frame. Thank you.
Read Answer Asked by Maureen on January 27, 2023
Q: I hold CRWD (1.5%) and APPL (1.45%). My choices are: sell them both and purchase CSU; sell CRWD and buy more APPL; sell APPL and buy more CRWD. Which option would you recommend? Moderate risk; five year timeframe. Thank you.
Read Answer Asked by Maureen on January 27, 2023
Q: Hi Team,

ENB, CNQ, SU are about 7.5% of my CAD portfolio. Is it ok to hold both CNQ and SU or are they too similar? If they are too similar then which other stock should replace one of these? My investments lean towards growth and dividend growth.

I have held Visa for over two years. I was hoping it will benefit from post panademic opening. So far it has done little. On valuations it appears overvalued. So do other payment stocks. Any suggestions?

Thanks
RR
Read Answer Asked by Rajinder on January 27, 2023
Q: The FGP318 Small Cap Canadian Equity fund is showing extraordinary return recently. Historically, it's not been so strong and is extremely volatile. What are your thoughts for its immediate prospects?
Read Answer Asked by David on January 27, 2023
Q: Looking for your crystal ball on who you think will underperform or outperform in 2023. Can you rank overweight underweight or neutral on overall market performance:

USA, CAN, EU, Global, Emerging Markets.

Reason I ask is I am heavily overweight USA and thinking it might be a good time to move to neutral in USA and move that cash to one of the other 4 geographic areas.

Read Answer Asked by Tom on January 27, 2023
Q: I need to free up some cash in an un-registered account for a large purchase. Which of the above holdings have the worst outlook. So I guess rank in order you would sell them. I will likely need to sell 2 of them. I don't hate any of them but something needs to go to free up the cash.
Read Answer Asked by Tom on January 27, 2023
Q: May I have your comments on GOT's "Golddigger" project? Their website seems somewhat over promotional even though this area in BC has produced mines going back to Anoyx' mines in 1912. The mineralized zone on the side of a mountain seems, to my layman's eye, to be tricky to mine. I guess if the mineralization grades are high and consistent enough... Have any senior miners taken up GOT's stock? Does management have significant money committed to GOT's stock? Are the Nisga'a onside?
Any comments you have would be appreciated.
Jim
Read Answer Asked by James on January 27, 2023
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