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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: Do you think it is all clear for megacap tech from here? It would seem that a lot of energy money and now financials money is now flowing into these stocks.
Read Answer Asked by Michael on March 24, 2023
Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX

I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.

My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.

Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.

Q#2 = based on my above notes, what would your suggested ranking be?

Thanks....Steve
Read Answer Asked by Stephen on March 24, 2023
Q: Corby now ranks among the top 10 undervalued stocks in the Consumer Defensive sector and is trading near its 52-week low. It recently reported decent second quarter results, pays a nice dividend and carries no debt. Do you agree this is a good entry point for a small position, long-term hold in my RRIF? I am otherwise well diversified and have good liquidity.
Read Answer Asked by Jean on March 23, 2023
Q: I've been a thankful investor and long time fan of Magna but it's had many small problems and now maybe a big one if Tesla's startling production innovations and in-house sourcing policy are correctly reported onYou Tube. MG's strong point has also been innovation but Tesla is setting a fast pace and reportedly already miles ahead, maybe to the point of sustainable market dominance. Magna is $57.00 off it's high -is it worth switching to Tesla or do you see a Magna rebound? I can handle volatility in a five year time frame.

Phil
Read Answer Asked by thomas philip on March 23, 2023
Q: I know in your last answer you indicated you had simply run out of patience with GUD. Wondering what your thoughts are now ? Outside of some major move (maybe a buyout or privatization) do you see much chance for significant capital appreciation over the next year. I'm down over $5K on 2000 shares ...wondering if I should just move on ...and if so, any suggestions (maybe HHL) ?
Read Answer Asked by Randy on March 23, 2023
Q: Everyone, interest rates move in a wave pattern. When the Fed wants to reduce inflation they increase the interest rate and when inflation declines to their range of near 2% they reduce the Fed rate. This past year - ish the Fed has significantly increased the rate from near zero and recently they have slowed the rate increases. Soon they will stop the increases, then no increases and then reduce the interest rate. The time frame of the holding pattern and declines is dependent on inflation. What does that mean in general for the economy and more specifically for the technology sector. Clayton
Read Answer Asked by Clayton on March 23, 2023
Q: A number of precious metals companies have exposure to copper as well. Which ones in your opinion (large cap, mid-cap & small cap) are best positioned to benefit from a rise in copper demand?
Read Answer Asked by Brian on March 23, 2023