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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: Could you please provide your recommendation from a utility/energy investment standpoint. I have mentioned 3 possibilities here. Trying to gain insight around management effectiveness, leverage etc. For instance, FTS seems to have superior mgmt effectiveness from an ROE, and leverage standpoint, so is that considered superior or depends on investment objective as one is growth vs income oriented. In the end, looking for alternatives as I already own these, and Brookfield has performed very well so now over weighted. Thanks
Read Answer Asked by Steven on April 06, 2021
Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim



Read Answer Asked by Jim on April 06, 2021
Q: In the answer to a previous question asked on March 22, 2021, you mentioned that you would prefer AC to CHR as an investment.

However, CHR has posted positive net income for Q2, Q3, Q4 2020, which seems pretty impressive for an airline during 2020. CHR seems like a more "solid" company to my untrained eye.

In the answer to the other question, you mention that CHR has been free cash flow negative for the past 5 years, but according to my research, it has also been posting positive annual net income since 2009. How would something like that be possible?
Read Answer Asked by Alex on April 06, 2021
Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always
Read Answer Asked by Frank on April 05, 2021
Q: A little while back, I saw some info on CTS and thought to start a position; I purchased about 0.5% weight of my equity portfolio., and I was thinking of adding. I currently have CSU at about 3.75% weight. I have no TOI, which. has been favourably mentioned here. Some time ago I realized I was overdiversifies and had too many holdings; I have been reducing the overall number of positions held; it is no longer as big a problem but still could do with some more reduction over time. With all that in mind:
1. Do you see CSU and TOI as one position, or are they sufficiently different to count as 2?
2. If you were me, would you simply sell CTS and add to CSU?
3. Sell CTS & some CSU and add TOI?
4. Sell some CSU and add to CTS?
5. Sell a bit more CSU and add to CTS and buy some TOI?
thanks for your excellent service.
Read Answer Asked by Leonard on April 05, 2021
Q: In my unregistered account (focus on low-debt, low volatility, dividend payers, and about 1/3 of total portfolio) my only real estate exposure is CRT.UN (5% of account, 1.8% of total portfolio). I have similar level of investment in CTC.
Would it make sense to replace CRT.UN with BAM.A, realizing that BAM would have much more than real estate (I have quite a bit of other renewable power elsewhere) and I'd be giving up around 3% dividends in the move.
Or a different REIT?
Time horizon 5 - 7 years.
Thanks for all your advice & guidance.
Read Answer Asked by Lotar on April 05, 2021
Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.
Read Answer Asked by Allen on April 05, 2021
Q: Your recommendation on which option may be taken? Also, between the two proposed stocks, which one pays dividend similar to BPY? I cannot find stock symbols for both.

Brookfield Property shareholders can choose to take $18.17 per unit in cash, 0.3979 of a Brookfield Class A share or 0.7268 of a Brookfield Property Partners preferred unit
Read Answer Asked by Mark on April 05, 2021
Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton
Read Answer Asked by Clayton on April 05, 2021
Q: my wife and I both have rif accounts in the high six figures which I manage. what would you consider to be the maximum number of equities we should have in our combined accounts with no overlaps.
Read Answer Asked by Ross on April 05, 2021
Q: I am I retiree with a cash account, a TFSA account and a RRSP account and have a defined benefit pension. If I think of all my accounts as one what would you suggest my sector allocations be for an income account. Also, what do you suggest that my sector allocations be as to Canadian, United States and Global holdings

Dave


spand have a defined benefit pensio
Read Answer Asked by David on April 05, 2021
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