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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: Could I have your views on the takeover of this company announced this morning. Is this a good offer and are there more offers coming or should I sell this stock and invest the proceed in another company. Are there other Canadian companies that you feel are similar with a good outlook. Many tnx.
Read Answer Asked by Jacques on July 12, 2024
Q: If a company gets taken out are you better owning A shares or B shares
Read Answer Asked by lynn on July 12, 2024
Q: This question is more about Portfolio Analytics.

Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.

Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.

I have considered PDI as part of my Fixed Income portfolio. Is this wrong?
Read Answer Asked by J Stephen on July 12, 2024
Q: If I want to invest in coffee and cocoa (preferably stocks that don't just use the product like Starbucks or Hershey), what stocks or ETFs would you recommend that would give me good exposure to profiting from a possible rise in coffee and cocoa prices? Thanks.
Read Answer Asked by Ed on July 12, 2024
Q: Hello,

I need to increase the fixed income component of my portfolio. XBB and CBO make up 12% of my portfolio. Please suggest a few more CDN fixed income ETF's I could invest in. I am retired so a more conservative approach is what I am looking for.

Thanks for all your help.
Read Answer Asked by Mauro on July 12, 2024