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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: I am looking at either EIF or PKI for a long term hold in my RRIF. Solid dividend coverage and a growing dividend with present yield of at least 4% is required. Which would you recommend ?Do you have any other suggestions of Canadian companies other than your Income Portfolio Model? Thanks. Derek
Read Answer Asked by Derek on June 14, 2023
Q: What Canadian companies whose share price could benefit from the AI phenomenon do you know of ?

Please provide some colour to each , such as % of sales, specific AI capabilities etc.

Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Read Answer Asked by Derek on June 13, 2023
Q: In my spousal RRSP, I hold a handful of US dividend stocks as well as several ETF’s (VOO, VGG, XIT, FIE, ZRE). The split is about 50/50 between stocks and ETF’s. My question is regarding VGG. I think you have said in the past you prefer VOO, and VGG is not as efficient in an RRSP as the distributions are subject to withholding tax. For me, VOO and VGG have both averaged around 10% since I bought them. I keep debating if I should 1) swap VGG with the US$ equivalent 2) move VGG into VOO 3) move VGG into individual stocks or 4) do nothing and continue to hold VGG. Could I please get your take? Thanks.
Read Answer Asked by Kim on June 13, 2023
Q: I have owned ENB for 6 years / it continues to disappoint. Russ Healy was on BNN saying net overall asset value continues to drop in the last 5 year's and i agree with him as my performance is negative (down 6% in the last 5 years, (this is excluding the dividend . Kindly explain how you continue to recommend this stock as it clearly is a loser in value the dividend is its only advantage... would TRP not be a better risk return or even Fortis / one of the pipes for that matter Thanks for your help with this . Lastly what is your top 3 picks in the health care sector
Read Answer Asked by Terence on June 13, 2023
Q: TMX is coming online in less than a year and Enbridge expects a drop in shipping volumes so that its Mainline is running at 95%. I see that you are still recommending Enbridge, but do I need to be worried about this? Enbridge has lots of debt and its free cash flow does not cover its dividend. If their operating cash flow drops from the loss in volume, could that not affect the dividend? On the other hand, it also has numerous projects underway, so maybe those will compensate for the loss? Thanks.
Read Answer Asked by Kim on June 13, 2023
Q: I Just received a Notice of Pendency and Proposed Partial Settlement of Class Action for shareholder of Bioverative (Biogen spin off). I had 83 shares of BIVV. Can you please explain 1) is this a "legitimate" lawsuit and what exactly is the lawsuit about 2) reading the material i have a hard time understanding if I am automatically part of the potential settlement or do I need to do anything to participate? I never filled anything out so was surprised to see this arrive in the mail and finally 3) if I need to do anything is it worth my time and energy and if so, that action do I need to take.

Thank you for your guidance
Scott
Read Answer Asked by Scott on June 13, 2023
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Read Answer Asked by Alexandra on June 13, 2023
Q: On your Model Portfolios, are the dividends earned reflected on the gain/loss.
Read Answer Asked by Valter on June 13, 2023
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Read Answer Asked by Donna on June 13, 2023
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