Investment Q&A

Q: You'll probably get a lot of this today...but what are your thoughts on the effect that the news from TIXT will have on Telus for the foreseeable future?

Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.

Dawn

Q: Hi,

Can you tell me more about this ETF? Their annual dividend is 10.295% as per tmx money and looking at their holdings are solid dividend paying blue chip companies.Since June 2021 their dividends are increasing. Is this worth investing for income and is dividend safe?

Appreciate your thoughts.

Thanks, Sunday

Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.

Q: Interesting news today of sale of an asset. It seems positive. Possible makings of a turnaround? Dividend safer?

Q: i have a large position in athabaska, the oil stocks seem to have finally found their legs.
i want to add one more oil, small cap, cdn, with the most upside. risk is not a factor.
which would you suggest.dave

Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?

Q: We have small positions of the above stocks in a well diversified portfolio. Which would you recommend holding and adding to vs eliminating completely?

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: Stock of WEX Inc has been tagged as significantly under priced by a few advisors. Thoughts on the potential value and growth?

Q: It's hard to beat a Reese's Peanut Butter Cup, but can you please provide your updated thoughts on the Hershey Company as a long term hold. It seems to have decent revenue and earnings growth for a Consumer Defensive stock, but I am concerned about its debt level. The stock price has really pulled back since early May.

Q: On Jun 21st, you responded to A regarding stocks for a TFSA. My son has a smaller TFSA but a longer time frame. He currently holds ZSP in his TFSA and we have been looking at adding some stocks. We like all the ones you suggested, but some of them are also in the top ten holdings of ZSP. Would you suggest adding the individual stocks anyway? Or selling ZSP and holding only stocks? Our initial plan was to make ZSP about 20% of this TFSA and then hold 8-10 stocks. Also, what do you think of adding AXON and AMD to his TFSA at this time? Thank you.

Q: do you think OTRK will ever recover

Q: Hello, I own VMW, and could you help me understand the take over price from AVGO? The current take over price is at $ 61B or $ 142.50/share in cash, and today the stock is at trading at ~ $ 157.00 ..

Also, we can elect 0.250 of Broadcom share. If this is correct, at today's price of AVGO at $ 900.00 , I can get ~~ $ 225.00/share for VMW...
I appreciate if you can clarify my options.
Thanks
CR

Q: Can I get you take on FTG’s latest quarter. I’m thinking about adding even after the share price has popped. Only have a half position. Thanks

Q: Is BGI.un a good buy currently?

Brookfield recently closed down a fund, how much of a loss would the holders of the fund take?

Thank you

Q: AC has made some good progress recently . At present , the price is 24.78. I'm still below my cost of 25.30.Air lines in general seem to be making good profits. I would like to sell around $30.00. It will probably go higher. Have you any comments ? Thanks

Q: In my quest to find the perfect ETF I'm looking at HMAX , 14.74% dividend paid monthly. Safe Canadian financials, I ask you what's wrong with it?

Q: Was hoping Air Canada would pop a lot better post-COVID. What does your crystal ball see for next 12-24 months?

I feel like this is a double whammy: no dividend and no growth which is not a good look for any holding!

thanks.

Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.