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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: Good Day,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
Read Answer Asked by Kevin on January 22, 2024
Q: Last Friday, in response to a question about industrials [ATI WSP TFII] and materials, you replied "for those sectors, we would be comfortable staying in Canada". Was that intended as general guidance for these two sectors or specifically to the question, as framed. If not specific, then are there US industrials and materials stocks you prefer?
Read Answer Asked by sam on January 22, 2024
Q: Hi Team,
I have a position in PPL and would lean towards switching to TRP since I see more growth in the name at the current valuation.

I owned ENB in the past mostly for its high dividend yield. Would you favor a switch in TRP or ENB and why?

Thank you !
Read Answer Asked by Michel on January 19, 2024
Q: Many years ago I heard Peter say on BNN that one of the best indicators that a stock will outperform the index is when a company initiates a dividend for the first time. Are there any good quality Canadian growth companies that currently do not pay a dividend that you feel are reasonable candidates to start paying a dividend in the next 12 - 18 months?

On the same topic, generally speaking, what would be some of your favourite small to mid cap Canadian growth stocks that do not pay a dividend? Say under a $10B market cap.
Read Answer Asked by Dan on January 19, 2024
Q: These are the big losers in my portfolios.
So sick of looking at them and waiting for improvement (which I know is unlikely and a bad idea). My wife’s analysis of my investment strategy is “break even quick”. Are any worth holding, or is it time to just jettison the works?
I don’t mind a bit of risk, but am thinking they’re just mistakes, at this point. I believe I have a diversified portfolio over all, with none of these being overweight.

Thanks for your help.
Len
Read Answer Asked by Leonard on January 19, 2024
Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.
Read Answer Asked by Leonard on January 19, 2024
Q: In a recent answer your wrote HXS we like but many investors do not understand the swap/derivatives so we often mention it after other ETFs. I agree, I did an internet search to try to understand the swap/derivatives procedure, but am still confused. I understand the tax advantages of HXS held in a non-registered account, but if VFV was held in a RRSP is it not better to receive VFV capital gains PLUS dividends then just HXS capital gains & No dividends. For both VFV & HXS track the same S&P 500 Index, so their performance should be the same, less different MER charges. Thanks … Cal
Read Answer Asked by cal on January 19, 2024