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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: Keeping in mind the extended length of the current bull market, the often bewildering ‘noise’ emanating from our once friendly neighbour to the south, and a myriad of other moving parts, I’m finding it difficult to identify Canadian companies that can survive and continue to grow over the long term. I would greatly appreciate it if you would share with me a list of dividend paying Canadian companies that are so well-managed and have such strong stories that you believe they have an excellent chance to continue to grow and flourish well into the future. I would consider these companies to become core holdings and held for 5 to 10 years. Hopefully, your choices would represent multiple sectors.
Read Answer Asked by Les on June 12, 2018
Q: I have noticed in the last few minutes of trading on the big US boards large trades in AAPL, AMZN, BRK, GOOGL and V to name a few of the stocks. Does this mean anything?
Read Answer Asked by Clayton on June 12, 2018
Q: Hi team, I am looking to add some international diversification to my monthly income portfolio. I am looking for monthly income with some potential for capital appreciation. Do any of these funds overlap with each other? Which of these funds or combination of funds would be best for a non-registered account?
Thanks
Read Answer Asked by Nancy on June 12, 2018
Q: If insurance co such as Great West, Sun Life etc. were start including Medical marijuana products under the prescription medications that would be covered under their various drug plans, (group or individual), would a company such as Loblaw (shoppers) be the (a) way to play this or is this eventuality already baked in? Would it be a material enough impact L or others? I have not to this point been able to see my way clear to investing an any of the producers which I sense you are in agreement. Any other suggestions as to how one might play this if in fact such a development would be material to the industry?
Read Answer Asked by John on June 12, 2018
Q: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Read Answer Asked by Yang on June 12, 2018
Q: I have small position in TRP and want to add more. I want dividend income and was thinking of selling it and substituting PPL or IPL for better dividends. Would you add to TRP or sell and buy one of the others instead?
Many thanks,
Jen
Read Answer Asked by Jennifer on June 12, 2018
Q: On April 19 I asked a question about renewal power and you offered bep.un as a likely candidate. My question was more along the lines of, if I am going to move from pipelines towards renewal power in my utilities sector allocations, are aqn and bep.un too similar to have a good representation. I suppose they are no more similar than, say, enbridge and transcanda would be in the same sector. But, would be interested in your take on this question in regard to constructing a renewable energies component under the utilities sector.
thanks once again for your great insight and help
Read Answer Asked by joseph on June 12, 2018
Q: I am wondering why BNS is maintained in the Balanced and Income portfolios instead of TD given that the latter has consistently outperformed. Over 10 years TD price is up 125% and BNS 50%. Given your philosophy of looking for strong momentum would TD not be a better replacement? Some insight into your thoughts here would be useful.
Many thanks.
Mike
Read Answer Asked by michael on June 12, 2018
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