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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 Team, sold my shares of RHT this morning. Transferring remaining capital from sale to US RRSP for another healthcare name. Someone on T.V last night was screaming Medtronic for a buy ,from my own readings and research I see Stryker as a good choice. Between the 2 which has a better growth profile. Which would you choose. I own ABBV and BDX for a total healthcare exposure of 17%. I Thank-you in advance! Like usual,......Great work team! Sam
Read Answer Asked by sam on October 17, 2018
Q: In my TFSA my strategy was to anchor this portfolio with blue chip positions which had worked to achieve my initial goal of making a steady foothold in the market. I then decided to add a few growth positions to see if I could improve the return on the portfolio. The only one in positive territory is PHO up 10%, do you think as a strategy this has the potential to work or not,also do you feel that ECN & TGSI have the potential to thrive in the future I'm down 10% on ECN & 36% on TGSI. I do not intend to draw down from this TFSA so I can wait. I know the answer on RHT
Read Answer Asked by Thomas on October 17, 2018
Q: Hi there,

Looking to add an infrastructure co.,to my US portfolio. If you had to buy one today which one would you prefer. My thinking is that Brookfield is more stable, better managed and won't see the dividend surprises that we saw with McQuarrie. However, MIC is significantly cheaper and better value at this time. Looks like undelying assets in both companies seem high quality, diversified? Any help would be appreciated.
Read Answer Asked by kelly on October 17, 2018
Q: The three stocks I’m considering selling are the above. I’m curious about kpt especially the fundamentals as when it was recommended by the Globe that was one of its selling points. It had dropped a lot even before the market correction.
For us stocks I wonder about jnj, pg and wba.

Thanks rose
Read Answer Asked by Rose on October 17, 2018
Q: My question has to do with the timing of portfolio rebalancing. I tend to rebalance at least semi-annually (summer, year-end) but don't have a hard and fast date at which I do so. I also do not tend to keep any cash in the portfolio and I tend to trim winners fairly quickly once they exceed 5% of my portfolio.

When we go through periods of sudden volatility, like the past week or two or when an official correction/recession hits, though, is the best time to re-balance? There are some stocks I consider to be good buys currently - KXS for example, that I do own already but, of course, my percentage weighting is now lower than it was a week or so ago. I fully expect it to go back up, at which time it would once again hold its "proper" weighting. But other stocks, PKI for example, has increased to the point where I might want to trim it. So do I sell some PKI to buy some KXS now, should I wait until I do my next official rebalancing around December, or rebalance now to take advantage of what I think are some good buys?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 17, 2018
Q: Hi team,
I really like the indepth company profiles. Well done! Would you consider creating a special report showing 3-year and 5-year dividend growth rates for all companies? Perhaps alongside other growth rates (earnings)? Growth (or lack of) rates often tell a better picture than "todays" rates. Which can cause blindness! Or do you know where I can find this information with few clicks on another site?
Thanks
Read Answer Asked by Randall on October 17, 2018
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