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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: Hi, these are the companies that have not performed well since I bought them. Which of these do you think it is worth to keep in my portfolio considering that I aim to make >= 10% a year (including dividends) and it is for the long term (+20y) ? I think to replace HD by COST, INTC by NVDA or AMD, is it a good move in your opinion ? Thank you !
Read Answer Asked by Clayton on October 27, 2020
Q: Just wondering if you can comment on the authenticity of the information that is reported on the Financial Statements, most i have looked at on Morningstar, state they are unaudited, which to me means that it can only be taken with a grain of salt, considering corporate fraud is rampant.
Harry Markopolos, has the view that General Electrics accounting is fraudulent, and is warning shareholders about it, he was the whistle blower in the Bernie Madoff case years ago, which i'm sure everyone knows about.
Thanks!
Read Answer Asked by Gordon on October 27, 2020
Q: Peter and His Wonder Team
AJX has been developing numerous automated devises for agriculture equipment for years now and always predicting good progress but with little growth and profits. They just settled a law suite against Kubota for royalties with a business contact as a supplier. Do you think this new development is significant and could signal a more prosperous future for AJX. Your thoughts on this company please. Thank you as always!
Read Answer Asked by Ernest on October 27, 2020
Q: I have a 2% position in KRR, and I am debating between doubling my position in KRR to 4% or starting another position in NGD, as I understand it recently entered the TSX S&P Composite Index, which could increase demand for the stock from index funds. I have a 4% position in MMX and 2% in FR to round out my PM exposure. Any thoughts as to which might be a more sensible purchase?
Read Answer Asked by Domenic on October 27, 2020
Q: I own the four above.
Please comment on KL and it’s acquisition. That market seems not to like it. Do I use this dip as buying opportunity? I have some room in my gold sector.
I am aiming for a 10% total sector weight as insurance and inflation future inflation hedge. What is the max weighting 5i would be comfortable with, understanding that I am biased in favour of gold over the next 5/7 years? I would be willing to go as high as 20%.
Is my bias “out of line” so so speak in your opinion?
Please take as many credits as needed.
Great work as always, I wish I would have followed 5i and its advice closer in the past and I will in the future.
Read Answer Asked by Lorne on October 27, 2020
Q: I have held these companies for about a year and have basically broken even. Being retired now and partly relying on dividend income, would it be a good move to sell these 2 companies and invest in other blue chip dividend payers and forego possible capital appreciation in these stocks. It does seem to me that these 2 companies have languished compared to my other tech exposures. What 3 or 4 dividend payers would you recommend for stable dividend and increases and some growth potential.
Thanks, as always, for your informed input.
Kevin
Read Answer Asked by Kevin on October 27, 2020
Q: Hi,
I've come across a software company that provides integrated tax technology services. It's IPO is very recent, but what surprises me is the number of institutional investors that appear to have taken an interest in it. Does this tell us anything, or is it just a matter of index funds needing to open a position since the recent IPO?
Thanks, as always, for the great service!
Dawn

Read Answer Asked by Dawn on October 27, 2020
Q: Presently the family investments are about 80% Cdn stocks and 20% US stocks....excluding defined benefit pensions.
I would like to increase the US stock portfolio to 30% US stocks, using primarily new cash.

What I'm mulling over, pondering is this - what factors should I consider about taking US stock positions in TFSAs?

One that I'm aware of is that there is no recovery of US taxes withheld on US stocks held in a TFSA.

On the other hand, it seems the overall appreciation of US stocks is better than Cdn stocks, especially in certain sectors.

As the investments in the TFSA are to be held for the long-term, I am inclined to do it....take US stocks positions in the TFSAs.

What say you about doing it?.

Much appreciate your thoughts..........Tom
Read Answer Asked by Tom on October 27, 2020
Q: Peter and His Wonder Team
I realize oil and gas are high risk for numerous reasons. However I am wondering if this trust company may be suitable as a contrarian play. Are they stable in the long run. There dividend is almost 30%...which seems impossible? Even if they cut it in half it would be great. Would it be at least a hold for current owners of the stock? Your assessment and comments would be appreciated. Thank you!
Read Answer Asked by Ernest on October 27, 2020
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